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Using CSV and Restful Services

You can use CSV and Restful Services to create a BP Record or Line Item with Line Item Data Picker. When you export your CSV template, the Line Item Data Picker is shown and the direction is set as an input or both, in the Integration tab in uDesigner.

When you create a record or line items using a CSV import:

• If the CSV input request has Line item Data Picker values, the following validations need to be done:
  • The associated data picker has a record selected. If a record is not selected, the system displays the message: <value> is invalid value for Line item Data Picker <DE name>.
  • The record selected verifies that the line item belongs to the selected record. If not verified, the system displays the message: <value> is invalid value for Line item Data Picker <DE name>.
  • The line item exists.

    If it does, the system runs the query conditions defined for the Line Item Data Picker.

    If it does not, the system displays the message: <value> is invalid value for Line item Data Picker <DE name>.

Similarly, all the following Restful Services support Line Item Data Pickers. The validations are the same validations for users who try to create record using CSV import.

• Get BP Record List
• Get BP Record
• Get BP Record with attachments
• Create BP Record
• Create BP Record with lineitems
• Update BP Record

  Note: You cannot create or update a non-workflow BP record for which the input request file contains a Status value that is Inactive. If you submit a request that contains an inactive status, the system sends an error message through email notification.

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Last Published Monday, August 28, 2023