Search only in titles

---

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.

Note: You cannot modify the BP Data Picker alone if it has an associated Line Item Data Picker value. You must provide both the BP Data Picker value and BP Line Item Data Picker value to modify any one of them.

When you use Bulk Create or Bulk Update, you start by exporting the BP design structure to a Microsoft Excel or CSV file and then populating the required fields. If you leave a Data Picker Data Element (DE) field blank that is configured to Auto Populate, the system completes the field when you run a Bulk Create; however, it does not complete the field when you run a Bulk Update. To reduce confusion and maintain consistency for both Bulk Create and Bulk Update, the system uses the Excel or CSV file to populate the Data Picker field if the field is excluded from the Integration Form for the BP design.

Behavior of the Due Date (due_date) Field

In the Workflow Settings field in the Workflow Setup of a BP, if the Override Workflow Due Date field is set as Yes, you can edit the due date in the creation step. If the Override Workflow Due Date field is set as No, you cannot edit the due date in the creation step. Also, you cannot edit the Due Date if the work has started or the work has moved to the next step (is in-flight) in the workflow process.

When you create workflow BP records through file imports (CSV or Microsoft Excel), the system currently sets the Due Date automatically based on the Workflow Settings; the Due Date provided in the input file is ignored. Also, when you update workflow BP records through file imports (CSV or Microsoft Excel), the system uses the Due Date that was based on the Workflow Settings and ignores the Due Date provided in the input file.

When you create workflow BP records through a REST service, the system currently sets the Due Date automatically based on the Workflow Settings; the Due Date provided in the input request is ignored. Also, when you update workflow BP records through a REST service, you cannot change the Due Date.

Validations Performed on Line Item Data Picker Values

When you create a record or line items using a CSV import, if a CSV import or a REST input request has Line Item Data Picker values, the following validations are performed to check if:

• the associated data picker has a record selected

  If a record is not selected, the system displays an error message.

• the record selected verifies that the line item belongs to the selected record

  If not verified, the system displays an error message.

• 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 an error message.

• Duplicate work packages are included. Work package names are case-sensitive.

The system identifies specific erroneous records or line items for the following scenarios:

• If form validation rule fails
• Data elements in the upper form. For example, data elements that are not unique.

  Note: Data elements with leading and trailing spaces are ignored. For example, data elements "EAM" and "EAM ", the latter containing a trailing space, are treated as identical.

• If records within an input file or request contains same unique DE value
• Multiple records or line items exist for a specific value

The above Line Item Data Pickers validations are also supported in the following REST services:

• 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.

Validations Performed on User Picker Values

When you create a record or line items using a CSV import, REST services, or Bulk Update, if the CSV import or input request has User Picker values, the following checks are performed:

• BP records will be created successfully:
  • If a single user with a specific First Name and Last Name exists in a project with a status of Active/On-hold.
  • If multiple users exist with identical First Name and Last Name, but only one user's status is Active/On-hold while all other users have an Inactive status.
• BP records will not be created if multiple users exist with identical First Name and Last Name, with a status of Active/On-hold/Inactive.

---

Last Published Friday, April 11, 2025