Approval Criteria Import

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.