Updating or Inserting a Transition State (Upsert)

This topic describes how to update a transition state (if it exists) or insert a transition state (if it does not exist) on your Oracle CRM On Demand environment (customer test environment or production).

About the Upsert Operation

The Upsert command inserts or updates a transition state based on the following user key:

RecordType and ProcessName and State

The value in the <State> element must match an existing picklist value in the Status field for the record type.

Oracle CRM On Demand attempts to locate the transition state specified in the input file based on the user key. If the transition state exists for the specified record type and process, then the transition state is updated. If the transition state does not exist for the specified record type and process, then a new transition state is created on the process for the record type. Existing field setup and related access control configurations are updated, but any field setup and related access control configurations that are not identified in the input XML file are not deleted.

The Upsert command inserts or updates field setup configurations based on the user key: FieldName.

The Upsert command inserts or updates related access control configurations based on the user key: RecordType (the access object name of a related record type).

Syntax

The following is the syntax for using the Oracle Migration Tool On Demand client to insert or update a transition state for an object:

migrationtool -u UserID -s ServerURL Upsert ProcessAdministrationTransitionState TransitionStateXML

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.
TransitionStateXML is the fully qualified path name of transition state XML file, for example:
```
C:\My Files\Assigned.xml
```
If the fully qualified path name contains any spaces, then it must be enclosed with quotation marks, for example:
```
migrationtool -u UserID -s ServerURL Upsert ProcessAdministrationTransitionState "C:\My Files\Assigned.xml"
```

Note: The Oracle Migration Tool On Demand client requests your Oracle CRM On Demand password, which can be redirected (using the pipe command) to the client program from standard input; that is, from a file, from the command line, or from another program.

Example of Updating or Inserting a Transition State

The following is an example of updating a transition state (if it exists) or inserting the transition state (if it does not exist) in your Oracle CRM On Demand server:

migrationtool -u UserID -s ServerURL Upsert ProcessAdministrationTransitionState "C:\Oracle Migration Tool On Demand\windows\repository\ProcessAdministrationTransitionState\Assigned.xml"

Note: Quotation marks are required only if the fully qualified path name contains spaces.