Microsoft Excel File Format for Bulk Creating BP Records in the Master Log
As a company-level user or partner user, you can create and upload a batch of business process (BP) records across shells/projects from a Microsoft Excel spreadsheet (.xlsx or .xlsm) if you have:
- Access to the Master Log node
- Allow Bulk Creation permission
The Allow Bulk Creation permission, although visible for all BPs, is supported for only:
- Simple BPs such as Action items, Project Note, or Field Observations
- Generic Line Item BPs such as Daily Reports or Warranty
Notes:
- It is recommended that you use this process to create several records in bulk across projects. It is a scheduled high-priority background job and the job can be processed based on other background jobs in the queue.
- Do not use this process to update existing BP records.
Business Process (BP) records that you plan to import into the Master Log node must adhere to a specific file format. You can download the Excel file that is to be used as template for creating the BP records.
- For Simple BPs containing only Main Form data, such as Action Items, Project Note, or Field Observations, the Excel file is named in the default format, <BP Name>_MainForm.xlsx. For example, Warranty_MainForm.xlsx.
- For business processes containing Main Form data and line item data, such as Daily Reports, or Warranty, the spreadsheet is named in the default format, <BP Name>_MainForm_LineItems.xlsx. For example, Warranty_MainForm_LineItems.xlsx.
The exported/imported Excel file contains the following worksheets/tabs.
Instructions Worksheet
The Instructions worksheet is generated automatically as the first worksheet in the Excel file. Depending on the type of business processes included in the spreadsheet, the Instructions worksheet describes how to use the spreadsheet to enter BP records and line item data.
Main Form Worksheet
The Main Form worksheet is generated automatically as the second worksheet in the Excel file. It contains the Unifier data needed for updating existing BP records and line items.
- For each BP record, the following fixed columns display as the first and second columns:
- Shell Number: A valid active shell number. Refer to the Shell Details worksheet to view a list of active shells/projects across different hierarchies.
- Record Sequence No.: A sequence no that uniquely identifies a record for that project.
Each BP record is identified by the unique combination of the Shell Number and Record Sequence No.
- Subsequent columns display the data elements based on the BP design of the Upper Integration tab.
- Mandatory fields are marked by an asterisk (*).
Note: Do not rename or reorder this worksheet. The content of this worksheet is dependent on the BP selected for the bulk creation import process.
<Line Item Tab Name> Worksheets
One or more Line Item tab worksheets is automatically generated depending on the BP design. Use the Line Item tab worksheets to create line items for BP records specified on the Main Form worksheet.
- The following columns display initially in each line item tab:
- Shell Number: A valid active shell number. It must be identical to a shell number in the Main Form tab. Refer to the Shell Details Excel spreadsheet below to view a list of active shells/projects across different hierarchies.
- Record Sequence No.: A sequence number that uniquely identifies a record for that project. It must be identical to the Record Sequence No. field value in the Main Form tab.
- Line No.: (Optional) A sequence number to uniquely identify the lines for that tab. If a value is not specified, the Shell Number and Record Sequence No. are used to uniquely identify a record to add line items.
Each line item is identified by the unique combination of values in the Shell Number and Record Sequence No. fields.
- Subsequent columns display data elements depending on the BP design.
- The following special characters are not supported: \ / ? * : [ or ]
Note: Do not rename or reorder this worksheet. The content of this worksheet is dependent on the BP selected for the bulk creation import process.
Last Published Wednesday, July 2, 2025