Capability
This Import allows the User to INSERT or UPDATE existing Approval Criteria for Requests created through CustomerCenter.
Matches On
You can match on existing records by either
RECID
Matching by Criteria fields
Every Criteria field can be Matched On and when using Criteria fields to match, all fields that have values in the database must be provided in the Import in order to match.
For example, if there is an existing record with a GLA, Department Owner, and Equipment Catalog all three of those would need to be provided to match. Supplying just the GLA and Department Owner would not be enough since there are no partial matches, only exact.
All Criteria fields have a "duplicate" field prefixed with "New" to denote the new value that will be applied on the completion of the update.
Fields
Approval Criteria RECID
Datatype is Number
Default: blank
Equipment Catalog
Datatype is Hierarchical String
Note: Service Catalog and Equipment Catalog cannot both have values.
Service Catalog
Datatype is Hierarchical String
Note: Service Catalog and Equipment Catalog cannot both have values.
Owner Contact's Customer Number
Datatype is String
Note: Owner Contacts and Owner Department cannot both have values.
Owner Contact's First Name
Datatype is String
MUST be used with Owner Contact's Last Name.
Note: Owner Contacts and Owner Department cannot both have values.
Owner Contact's Last Name
Datatype is String
MUST be used with Owner Contact's Customer Number.
Note: Owner Contacts and Owner Department cannot both have values.
Owner Department Hierarchy
Datatype is Hierarchical String
The full Department Hierarchy Path Code value should be provided.
The Import does not accept the Department Hierarchy Name.
Note: Owner Contacts and Owner Department cannot both have values.
GLA
Datatype is Hierarchical String
Minimum Amount
Datatype is Number
Maximum Amount
Datatype is Number
Approver Contact's Customer Number
Datatype is String
Approver Contact's First Name
Datatype is String
MUST be used with Approver Contact's Last Name
Approver Contact's Last Name
Datatype is String
MUST be used with Approver Contact's First Name.
New Equipment Catalog
Datatype is Hierarchical String
Note: New Service Catalog and New Equipment Catalog cannot both have values
New Service Catalog
Datatype is Hierarchical String
Note: New Service Catalog and New Equipment Catalog cannot both have values
New Owner Contact's Customer Number
Datatype is String
Note: Owner Contacts and Owner Department cannot both have values.
New Owner Contact's First Name
Datatype is String
MUST be used with New Owner Contact's Last Name.
Note: Owner Contacts and Owner Department cannot both have values.
New Owner Contact's Last Name
Datatype is String
MUST be used with New Owner Contact's First Name
Note: Owner Contacts and Owner Department cannot both have values.
New Owner Department Hierarchy
Datatype is Hierarchical String
The full Department Hierarchy Path Code value should be provided.
Note: Owner Contacts and Owner Department cannot both have values.
New GLA
Datatype is Hierarchical String
New Minimum Amount
Datatype is Number.
New Maximum Amount
Datatype is Number.
Flags
FLAG_CLEAR_APPROVERS
Datatype is Boolean
Default: False
Will remove all approvers for criteria.
Note: If this is set to true when updating, the approver is required
FLAG_UPDATE_BLANKS
Datatype is Boolean
Default: False
This flag is only relevant when updating a record. When set to true, any fields that were mapped either with Column Mappings or Conditional Logic and have a blank value will be cleared on the record. If the flag is false or a field has not been mapped the value on the record will be retained.
Note: it will only update blank mapped fields
Errors
- Fields that convert to recids can throw
- No records found
- Multiple records found
- Record must be active
- Catalog fields cannot be a category
- Amount fields must be numeric
- Amount fields cannot be negative
- Minimum Amount cannot be greater than Maximum Amount
- At least one Approver required for
- Inserts
- Updates when Clear Approvers is true
- Inserts require at least one criteria field.
- Update would result in all blank criteria fields.