An Integration interface must be created for shell creation to work via CSV file.
To create new shells using an imported CSV file
- Go to the Company Workspace tab and switch to Admin mode.
- Click Company Sponsored Shells in the left Navigator.
- Select a shell type.
- In the shell log, click Export Template.
- Complete the shell creation template CSV file. Some hints:
- The shell location must have a leading /. Be sure to use the true shell name as entered in the Shell Manager configuration.
- Shell statuses are Active or Inactive. Use initial capitalization.
- Administrators must be valid users. You might enter the user’s full name (for example, Henry James) or the system user name (for example, hjames) depending on the configuration.
- If using currency override, be sure the currency is active in Exchange rates and the CSV file contains a valid currency code.
- In the shell log, click Import.
- Select the modules to include in the shell.
- Select the template from the listed templates and click OK.
- Browse for the CSV file.
- Click OK.
Reasons for a Shell Creation business process CSV failing to import
- Any incorrect rows will cause the CSV upload to fail and an error message will display the incorrect row number.
- Incorrect shell location used (this has to be set up before importing a CSV.)
- Invalid shell name or number.
- The location on the imported CSV file is not a valid parent location.
- The sub-shell of the type that you are importing was not configured under the parent location specified.
- Currency override used an invalid currency code or the currency was not active in Exchange rates.
Notes:
- If shell creation fails, the user who attempted to import the CSV will get an email notification of the import failure.
- When creating a shell through CSV, the Document Manager attribute form that is associated with the template, or shell instance, will be copied over to the new created shell.