Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Process of Managing Bulk Requests >

Importing Bulk Request Data from a Template File

To save time when creating a bulk request, you can import the data from a template XML file to populate the action sets, instances, and actions for the bulk request.

Before you can perform this procedure, an administrator must create one or more import templates. For more information, see Creating Bulk Import Template Files.

To add action sets, instances, and actions to a bulk request by importing an XML template file, follow this procedure.

This task is a step in Process of Managing Bulk Requests.

To import bulk request data from a template file

1. Navigate to the Bulk Requests screen, then the Bulk Requests List view.
2. Find a bulk request for which to add action sets, instances, and actions.
3. Click the link in the Request Name field.

   The Action Sets view, Users & Actions subview appears. The Bulk Request form appears at the top of the screen. Below the Bulk Request form, lists of action sets, instances, and actions appear.

4. In the Bulk Request form, click Import.

   The Import Bulk Request Template dialog box appears.

5. Navigate to the XML file that contains the data to import, select the file, and click Import.

   The action set, instances, and actions are populated with the data from the XML template file. One Excel spreadsheet file can have multiple action sets. When you generate the XML template files from the Excel spreadsheet file, one XML template per action set is generated.

About Template File Validation

During the import process, your Siebel application validates the template file, with the following possible results:

• Invalid. If the template file is invalid, then an error message appears, and data in the file is not imported into the fields in the bulk request. Correct the file before re-importing it.
• Partially valid. If the template file is valid but contains some invalid data, then an error message appears directing you to a file with details about the invalid data.
  • If data is validated, then no data is imported into the appropriate fields in the bulk request, and all of the data is logged to this file.
  • If data is not validated, then valid and invalid data is imported into the appropriate fields in the bulk request. You can correct the invalid data before you submit the bulk request for processing.

    For information about setting up data validation for the import process, see Configuring the Import Process.

• Valid. If the template file is valid and contains only valid data, then no error message appears, and the valid data is imported into the appropriate fields in the bulk request.