8Migrating Picklist Value Groups
Migrating Picklist Value Groups
This chapter describes how to migrate picklist value groups using the command-line interface of the Oracle Migration Tool On Demand client. It contains the following topics:
Picklist Value Groups
You can use a picklist value group to limit values that users can select in a picklist. A picklist value can be mapped to one or more picklist value groups. However, if there are no values mapped to a picklist value group, then the picklist displays all values. For more information about picklist value groups see, Oracle CRM On Demand Online Help.
For example, if an Account record has a defined picklist value group, then only the picklist values mapped to the defined picklist value group are displayed in the respective picklist fields. The following is a typical picklist value group structure:
<PVG1> <Account/Account Type> <Account Type Value1> <Account Type Value2> <Service Request/Status> <SR status value1> <SR status value14> <PVG2> <Account/Account Type> <Account Type Value2> <Account Type Value3> <Account/Account Status> <Account Status Value1> <Account Status Value3>
The following table describes the Oracle Migration Tool On Demand client commands used with picklist value groups. For more information about running these commands, see Migrating Picklist Value Groups.
Table Oracle Migration Tool On Demand Commands for Picklist Value Groups
Command | Description |
---|---|
|
This command exports the picklist value group details for the specified picklist value group. |
|
This command exports all picklist value groups in the Oracle CRM On Demand tenant. |
|
This command updates or inserts a picklist value group. |
Read
and
ReadAll
command.
Privileges Required for Migrating Picklist Value Groups
The following privileges are required for the user account running the Oracle Migration Tool On Demand client commands:
For
Read
andRead
All commands: Enable Web Services Access.For the
Upsert
command: Enable Web Services Access and Customize Application.
For information about setting and checking privileges, see Oracle CRM On Demand Online Help.
Elements and Sections in the Picklist Value Groups XML Output File
The following table describes the elements and sections in the picklist value group XML output file.
Table Elements and Sections in the Picklist Value Group XML File
Description | Element or Section |
---|---|
<PicklistValueGroupName> contains the case-sensitive system name of the picklist value group. |
<data:PicklistValueGroupName>PVG Name </data:PicklistValueGroupName> |
<Description> contains the description for the picklist value group. |
<data:Description>PVG description </data:Description> |
<PickValueGroupID> contains the row ID of the picklist value group. |
<data:PickValueGroupId>1QA2-NX0XH </data:PickValueGroupId> |
The <ListOfPicklistTypeSet> section contains details of the picklist values that are mapped to the picklist value group. |
<data:ListOfPicklistTypeSet> . . . </data:ListOfPicklistTypeSet> |
The <PicklistTypeSet> section contains details of the mapped picklist values from one picklist field, as follows:
|
<data:ListOfPicklistTypeSet> <data:PicklistTypeSet> <data:ObjectName>Account</data:ObjectName> <data:FieldName>Type</data:FieldName> <data:ListOfLicNameSet> <data:LicNameSet> <data:LicName>Customer</data:LicName> <data:LicNameSet> <data:LicName>Competitor</data:LicName> . . . </data:LicNameSet> . . . </data:ListOfLicNameSet> . . . </data:PicklistTypeSet> . . . </data:ListOfPicklistTypeSet> |
Migrating Picklist Value Groups
The following topics provide examples of how to use the Oracle Migration Tool On Demand client to migrate picklist value groups:
Extracting a Single Picklist Value Group
This topic describes how to extract the data for one picklist value group from your Oracle CRM On Demand environment (customer test environment or production environment).
Syntax
migrationtool -u UserID -s ServerURL Read PickValueGroup PickValueGroupName
where:
-
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
-
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
-
PickValueGroupName is the name of the picklist value group that you want to extract.
Extracting All Picklist Value Groups
This topic describes how to extract all picklist value group data from your Oracle CRM On Demand environment (customer test environment or production).
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to extract all picklist value groups for all objects:
migrationtool -u UserID -s ServerURL ReadAll PickValueGroup
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
Updating or Inserting a Picklist Value Group
This topic describes how to update a set of picklist value group values (if the set exists) or insert a set of picklist value group values (if the set does not exist) in your Oracle CRM On Demand environment (customer test environment or production environment).
Syntax
The following is the syntax for using the Oracle Migration Tool On Demand client to update a set of picklist value group values (if the set exists) or insert a set of picklist value group values (if the set does not exist).
migrationtool -u UserID -s ServerURL Upsert PickValueGroup PickValueGroupXML
where:
UserID is the user sign-in ID that has the appropriate privileges to run the Oracle Migration Tool On Demand client commands.
ServerURL is the URL for the Oracle CRM On Demand server where your company resides.
PickValueGroupXML is the fully qualified path name of the picklist value group XML file, for example:
C:\My Files\MyAccountPicklistValueGroup.xml