Using the CSV File to Import Attachments

You can use a CSV template file to import attachments into Unifier when you create a business process (BP) record or line item.

Note:

To prevent error messages, do not change the contents or structure of an exported CSV file.

Example

A single line item type BP contains 20 line items, and each line has an attachment. You can use a CSV template to include the names of all attachments for that single record and import all the attachments into Unifier.

For more information about importing a CSV file back into Unifier, see Importing the CSV File into Unifier.

The last column of the CSV template is a placeholder for the attachment file names. An attachment file name identifies the file that you want to attach to the BP record or line item. If you have more than one file to attach, enter each file name separated by a colon (:). For example: Attachment1.pdf:Attachment2.pdf:Attachment3.pdf.

If you enter the same attachment name twice, the system ignores the duplicate and uploads only one file.

If the placeholder column in the CSV file is empty, the system processes the upload as a file without attachments.

If the CSV file includes two attachments with the same name, the system attaches those two files to all line items that reference that name.

If you upload a file twice, the system replaces the attachment that is present in the review section.

The Attachment section of the CSV upload wizard lists attachments that are ready for upload. As you upload attachments in the Attachment section, the file status changes to Ready to be Uploaded.

Note:

For security, the Company Administrators can use the Security tab on the Company Settings page to specify the file type and size that users can upload. Contact your Company Administrator for more information.

When comparing strings, the system ignores leading or trailing whitespace, including whitespace at the end of a line. The following examples show this behavior.

  • The Line Item tab name in uDesigner is “ Budget Details ”.
  • The CSV import template can contain “Budget Details ”, “Budget Details”, or “ Budget Details ”.
  • The system trims the spaces when needed. For example, with “Budget Details. ” the space between the period and close quotation is trimmed and interpreted as “Budget Details”, and this value is compared with the uDesigner tab name “Budget Details”.

Upload CSV and Add Attachments

When the Upload CSV wizard opens, select Add to select a file, or drag the file onto the page. After uploading the CSV file, select Next to go to the Add Attachments page.

Note:

After you upload the required files, the status of each file changes to Ready to be Uploaded.

For BP Record Import

  • • The system does not check whether the file attachment is allowed (set on the integration form) for the BP record.
  • • If there are files referenced in the Attachments column of the CSV file, but the files are not uploaded in the Add Attachments section, the system provides two options:
    • Select OK to ignore the files referenced in the Attachments column. The system creates the BP record without the attachments.
    • Select Cancel to go back to the CSV file and upload the attachments.

      Note:

      For better performance, Oracle recommends that the total number of line items in the CSV file not exceed 5000.

For Line Item Import

  • The system does not check whether the file attachment is allowed (set on the integration form) for the line item.
  • If the CSV file upload is restricted for the Line Items tab, the system disables the Upload Attachments and you can upload the CSV file.
  • If there are files referenced in the Attachments column of the CSV file, but the files are not present in the Attachment upload, the system provides two options:
    • Select OK to ignore the files referenced in the Attachments column. The system creates the line item without the attachments.
    • Select Cancel to go back to the CSV file and upload the attachments.

The CSV file attachment process starts when you select Upload in the Add Attachments window. If validation errors occur, the system displays a dialog box after you select Next on the Upload CSV page window.

For Document-type BP

  • The system processes only attachments referenced at the line item level, that is, the D level in the CSV file.
  • If you reference an attachment at the BP record level, that is, the H level in the CSV file, the system ignores the attachment that is available on the Attachments window of the CSV upload wizard.

For Text-type BP

  • The system ignores all attachments included in the CSV file, and the attachments are not displayed in the Attachments window of the CSV upload wizard.

Blocked File Extension

The system prevents users from uploading attachments with blocked file extensions, as configured by your Site Administrator (System Administrator).

Audit Log

  • If you import a BP record through CSV and upload an attachment during creation, the system does not audit the attachment.
  • If you import a line item through CSV, the system does not audit the attachment.