You to download two types of templates in real-time for a project, finance, resource, team member, WBS, non_WBS, and assignment entities, based on your EnterpriseTrack account configuration. They are:
- Templates for the CRUD functions.
- Templates for request data for the CRUD functions.
To download the CRUD templates:
- Click the Data Import & Export tab.
- Select the Download Data Integration Templates link.
- Select values for the following fields from the corresponding drop-down list:
- Languages: Select your language. English is displayed by default.
- Data Format: Select the data format in which the function is to be rendered. Choices include: JSON, and XML.
- Type: Select the type of template that is to be downloaded. Choices include:
- Download Template: Generates CRUD templates in XML and JSON formats.
- Download Request for Template: Generates a request template in XML and JSON formats for each CRUD function. These request templates can be used to specify input data in the relevant CRUD function.
- Initiative: Select the initiative, if you are downloading a template for project, team member, activity WBS or activity non WBS entities.
- Finance Template: Select the finance template, if you are downloading a template for Project Finance Data or Project Finance Snapshot Data entities.
- Activity Type Name: Select the activity type, if you are downloading a template for Activity WBS or Activity Non WBS entities.
- Click the Download button for the corresponding function.
If you chose Download Template, a create_request, update_request, search_request and delete_request file will be generated.
If you chose Download Request for Template, the following files will be generated: create_request_template, update_request_template, search_request_template and delete_request_template. You can use these files to specify input data for the relevant CRUD function.