DataImporter - Import Change Status Transitions

Overview

This article presents the method to import the status transition used in the Change module. 

It is possible to control the possible status transitions depending on the Change category or the permissions associated with your roles. The transitions and permission must be imported via DataImporter. 

References

 

What you need to know:

The reference template files (.xlsx et .xml) to prepare imports are included in the Status Transition.zip file.

Required Fields

  • Category- Text (100)
    • Represents the Change category.  

    • The category will be created if it does not exist.

    • Status transitions associated to the category do not get added from one import to the other, they get replaced. Hence it is important to add every possible status transition to the categories being imported. 

  • ​​SourceState- Text (1000)
    • Starting status.

    • The New status must be present for each category as the starting status. 

    • The status will be created if it does not exist.

  • DestinationState - Text (1000)
    • The status that represents the new possible step.
    • The status will be created if it does not exist.
NOTE: 
It is possible to import the status transitions for only one category, but all possible status transitions must be included in the import as each import overwrites the previous statuses. 

If a transition is forgotten during an import, add it to the Excel file and proceed to another import to correct.  

Optional Fields

  • RequiredPermission- Text (1000)
    • Permission required to change to the target status. 

    • The permission will be created in the Change category if it does not exist. 

    • If a permission exists with the same name but in another category, an error appears and the import will not be done. 

Configuration File (XML)

The declaration of the source is done by indicating ChangeStateTransition in the <Content> tag.

NOTE: The XML file used in this example is for an import done using Excel version 2007 or 2010. To explain the tags used in all types and to find out more about the different versions of file types, please refer to the XML Configuration File article
<?xml version="1.0" encoding="utf-8" ?>
<Sources>
   <Source Name="UserSource" >
     <ConnectionString>Provider=Microsoft.ACE.OLEDB.12.0;Data Source=C:\Import\Transitions.xlsx;Extended Properties="Excel 12.0 Xml;HDR=YES";</ConnectionString>
     <ViewName>[Import Basic Transisitons$]</ViewName>
     <Content>ChangeStateTransition</Content>
   </Source>
</Sources>
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