1. Using Quality Management
  2. Import Data Using Oracle Visual Builder Excel Add-in

Import Data Using Oracle Visual Builder Excel Add-in

You can use the Oracle Visual Builder Excel Add-in to import objects.

This add-in allows you to edit business data available from REST services. To import each object type, you must know its REST API URL, and required fields.

Object Type

REST API URL

Required Fields with Examples

Quality Issues

https:// <host>/fscmRestApi/resources/11.13.18.05/qualityIssues/describe

  • Name: Quality Issue

  • Number: ISSUE135

  • Organization Code: 001

  • Quality Type Code: ORA_ENQ_QI_PR_ITEM

  • Severity: (Lookup Code) ORA_HIGH

Quality Actions

https:// <host>/fscmRestApi/resources/11.13.18.05/qualityActions/describe

  • Name: Quality Action

  • Number: CAPA12345

  • Action Type Code: ORA_ENQ_CORRECTIVE

  • Priority: High

Before You Begin

  1. Configure a quality issue type to receive new numbers through the REST APIs. To do this, set the Number Generation Method to User-defined. You can access this task in the Setup and Maintenance work area:
    • Offering: Product Management
    • Functional Area: Quality Issue and Action Management
    • Task: Manage Quality Issue Type
  2. Copy the internal code of the issue type. In this example, the code is ORA_ENQ_QI_PR_ITEM.

  3. Download and install the Oracle Visual Builder Add-in for Excel from the URL: https://www.oracle.com/downloads/cloud/visual-builder-addin-downloads.html. Note that this isn't supported in iOS.

Here we’ll look at importing quality issues of the following type:

  • Issue type: Problem report
  • Sub type: Item

To import data:

  1. Once you install the add-in and open Microsoft Excel, you will see the Oracle Visual Builder ribbon. To design a sheet to import issues, click Designer. The New Layout Setup dialog appears.
  2. If you've set up quality issues and actions as business objects, then you can see that quality issues is already an object in the object catalog. To learn how to set up Business Object Catalogs, view the video: Use Visual Builder Excel Add-in to Manage Data.
  3. Select qualityIssues business object.
  4. Click Next.
  5. Select the Table Layout option.
  6. Click Next.
  7. Click Finish. Now, you've a spreadsheet for importing quality issues.

    The spreadsheet lists all the fields for the selected business object. The add-in doesn’t always select the appropriate fields as required and so you must change the list of required fields.

  8. Open each of the following required fields - Number, Name, Organization Code, Quality Type Code, and Severity.
  9. Select the Required to Create and Omit from payload if value is empty options.
  10. Click Done.
  11. Since these fields aren't required you can make them optional - Organization, Type, Source, and Workflow Status. If they’re marked as required, deselect the Required to Create and Omit from payload if value is empty options.
  12. Click Redraw Layout. Verify that the required fields you chose appear with an asterisk.
  13. Add data that you want to import and click Upload Changes.
  14. In the Status panel, you can see the number of rows created. The Status column in the main panel shows you the status of the upload for each row.

    To validate the import, log in to your cloud instance and search for the issues you imported.

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