Mapping Data and Configuring Filters for an Upload Request Type

The Upload Request Mapping screen enables you to do the following:

  • Map the Data of the CSV File - To read the data from a Comma-Separated Values (CSV) file, you need to map its columns with the schema of the upload request business object. The system will then store the data in the respective tags of the upload request business object schema. While mapping the columns with the schema, you need to specify the column headers that would appear in the CSV file. The system will then create the XML tags by converting the column header into camelCase after removing the spaces from the column header. For example, if the header in the CSV file is Account Id, then the corresponding XML tag formed by the system is accountId. The system will then store the data from the column in the respective tag of the upload request business object schema.

    Note: You need to map the columns of the CSV file in the sequence as mentioned in the respective CSV format.

  • Configure the Search Filters - The system enables you to configure maximum 10 search filters for an upload request type. It then displays the search filters (in the specified sequence) in the Data Records zone of the Upload Request screen while viewing the details of the respective upload requests.

Once an upload request is created using an upload request type, you cannot change the mapping details and search filters of the upload request type. In addition, while copying an upload request type, the system does not copy the mapping details and search filters from the original upload request type to the new upload request type. You need to manually define the mapping details and search filters for the new upload request type.

Note: This screen is applicable only for an upload request type which is created using the C1-UplRequestType business object and not for an upload request type which is created using theC1-AdjRequestType business object.

Procedure

To map the data and configure search filters for an upload request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select U and then click Upload Request Type.
    A sub-menu appears.
  3. Click the Search option from the Upload Request Type sub-menu.
    The Upload Request Type screen appears.
  4. In the Upload Request Type List zone, click the Mapping(The View Icon) icon in the Mapping column corresponding to the upload request type whose details you want to edit.

    The Upload Request Mapping screen appears. It contains the following field:

    Field Name Field Description
    Upload Request Type Displays the description of the upload request type.

    In addition, it contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    CSV Column Header Used to specify the column header of a CSV file that you would upload using the upload request type. Yes
    Searchable Used to indicate whether you want to create a field for the column header and provide the ability to filter the data records using it. The system will then accordingly display the fields and columns in the Data Records zone of the Upload Request screen.
    Note: You can select this option for maximum 10 column headers in the upload request type.
    		 Yes (Conditional)
    Note: This field is required when you are configuring a search filter for the upload request type.
    Sequence Used to indicate the order in which you want to display the corresponding fields and columns in the Data Records zone of the Upload Request screen.
    Note: You must specify a positive integer value in this field.
    		 Yes
  5. Enter the required details in Upload Request Mapping screen.
    Note: If you want to add more than one column header, click the Add (The Add Icon) icon and then specify the details. However, if you want to remove a column header, click the Delete (The Delete Icon) icon corresponding to the column header.
  6. Click Save.
    The mapping details are saved for the upload request type.

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For more information on... See...
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