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(2024.1) Service Desk Equipment Import

Owned by Brian Dixon
Last updated: Mar 28, 2024
4 min read

Capability

This Import allows the User to INSERT or UPDATE existing Equipment on Service Desk Items.

Import Fields mapped via Column Mappings or Conditional Logic will constantly update values (when applicable). If a field is mapped and the value is left blank, the record will save that field as empty. This is especially important to remember when updating records. This behavior can be circumvented with the use of Conditional Logic. 

Important Notes

When a Column Mapping or Conditional Logic maps a field, the value for that field will be used regardless of value. This means that if the value is left blank in the file, the value will be blank on the record. If you need to map a column but ignore blanks, conditional logic may be used; see the example below.

if (trim([<COLUMN_INDEX>]) !== '') [<FIELD_IDENTIFIER>] = [<COLUMN_INDEX>];

Matches On Criteria

Currently, only new Service Desk Equipment can be created. Updating existing records is not supported.

Fields

Operation

Datatype is String
Required for adding a new record
Allowed Values: "INSERT"
Denotes the Import should INSERT a record.

Service Desk Fields

Required for adding a new record
Multiple fields can be used for the Service Desk Item.
Only valid for Service Orders, Work Orders, and Incidents.

Service Desk Number

The Service Desk Number of a Service Desk item.

Datatype is String
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import Record Format (Service/Work Order) is used.

Service Desk RECID

The RECID of a Service Desk item.

Datatype is Number
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import Record Format (Service/Work Order) is used.

Service Desk Action Fields


Multiple fields can be used for the Service Desk Action Item.

Service Desk Action Number

The Number of a Service Desk Action item.

Datatype is String
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import Record Format (Service Order) is used.

Service Desk Action RECID

The RECID of a Service Desk Action item.

Datatype is Number
Special Values:

PREVIOUS    The last saved Service Desk item from an applicable Service Desk Import Record Format (Service Order) is used.

Action Fields

          Multiple fields can be used for the Equipment Action.

Required for adding a new record

Action

A List Value or code for the List Type "SD_EQP_ACTIONS."

Datatype is String

Action RECID

The RECID of a List Value with the List Type "SD_EQP_ACTIONS."

Datatype is Number

Quantity

Datatype is Number
Required for adding a new record
Must be a positive integer value.

Status Fields

          Multiple fields can be used for the Equipment Status.

Required for adding a new record

Status

A List Value or code for the List Type "SD_EQP_STATUS."

Datatype is String

Status RECID

The RECID of a List Value with the List Type "SD_EQP_STATUS."

Datatype is Number

Billable

Datatype is Boolean

Default: False

Equipment Catalog Fields

          Multiple fields can be used to for the Equipment Status.

Conditionally Required for adding a new record, and the Equipment field is not provided

Equipment Catalog

The Path of an Equipment Catalog item.

Datatype is Hierarchical String

Equipment Catalog RECID

The RECID of an Equipment Catalog item.

Datatype is Number

Replaced Equipment Fields


Multiple fields can be used for the Replaced Equipment item.

Multiple fields may be used to match an Equipment record.

Replaced Equipment Asset Tag

Datatype is String

Replaced Equipment Equipment ID

Datatype is String

Replaced Equipment Serial Number

Datatype is String

Replaced Equipment MAC Address

Datatype is String

Replaced Equipment RECID

Datatype is Number

Equipment Fields


Multiple fields can be used for the Equipment item.

Multiple fields may be used to match an Equipment record.

Equipment Asset Tag

Datatype is String

Equipment Equipment ID

Datatype is String

Equipment Serial Number

Datatype is String

Equipment MAC Address

Datatype is String

Equipment RECID

Datatype is Number

Special Value

PREVIOUS The last saved Service Desk item from an applicable Service Desk import record format (Service Order) is used.

Expense Type Fields

          Multiple fields can be used for the Expense Type.

Required
Special Values:

PREVIOUS    The last saved Equipment item from an Equipment Import Record Format is used.

Expense Type

A List Value or code for the List Type "EXPENSE_TYPE."

Datatype is String

Expense Type RECID

The RECID of a list item with the list type "EXPENSE_TYPE."

Datatype is Number

From Location Fields

          Multiple fields can be used for the From Location.

Conditionally Required when inserting a new record and the Equipment Action is "ADD."

From Location

The path of a Location item.

Datatype is a Hierarchical String

From Location RECID

The RECID of a Location item.

Datatype is Number

From Location Type Fields


Multiple fields can be used for the From Location.

From Location Type

A List Value or code for the List Type "LOCATION_TYPE."

Datatype is String

From Location Type RECID

The RECID of a List Value with the List Type "LOCATION_TYPE."

Datatype is Number

To Location Fields

Multiple fields can be used for the To Location.

Conditionally Required when inserting a new record and one of the following conditional are met.

  •  

    • The Equipment Action is "REMOVE" 

    • The Equipment Action is "ADD," and the Service Desk record is not a Service Desk Action.

To Location

Datatype is a Hierarchical String
The path of a Location item.

To Location RECID

Datatype is Number
The RECID of a Location item.

To Location Type Fields


Multiple fields can be used for the To Location.

To Location Type

A List Value or code for the List Type "LOCATION_TYPE."

Datatype is String

To Location Type RECID

The RECID of a List Value with the List Type "LOCATION_TYPE."

Datatype is Number

Override GLA Fields


Multiple fields can be used for the Override GLA.

Override GLA

The fully concatenated GLA path.

Datatype is a Hierarchical String


Override GLA RECID

The RECID of a GLA item.

Datatype is Number

Advanced Examples

How do I use Equipment created by another Record Format within the same Import?
The Record Formats needed

Equipment
Service Desk Equipment
Scenario: The Equipment Record Format created/modified an Equipment record. How do we match that exact Equipment record to be added as Service Desk Equipment?

Fields: The following Service Desk Equipment fields and values can be used.

Equipment RECID: PREVIOUS