Import allows
multiple operations on a tree structure at once. Refer to Table 5‑2 for details on import operations and the fields to be
provided in each case. Each of the import operation depends on the provided Control Fields and the selected Import Options.
Table 5‑2 Tree Import Operations
| 
   Option  | 
  
  
   Effect  | 
  
  
   Mandatory
  Columns/Fields  | 
  
 
| 
   Append  | 
  
  
   Appends the forms in the import file
  at the end of the existing tree structure.  The forms from the .csv file will be
  added at the end of the tree or at the end of the last branch that can accept
  that forms.  Select either the Depth or Form ID
  option to reorder/renumber the tree (see Import Options) and provide the information in the
  CSV file.   | 
  
  
   ●      Form Type ●      Depth or Form ID (depending on Import Options) ●      Form type mandatory fields  | 
  
 
| 
   Update  | 
  
  
   Update the payload of existing
  forms. Provided UID control field to identify the forms to be updated.  In the import file, the UID must be provided.
  (See Control Fields for details about UID.)  If the import file contains records
  without UID or an invalid UID, an error is generated and the import fails. Depth and Form ID options have no
  effect during update. The tree cannot be reordered (renumbered) when choose
  this option.  | 
  
  
   ●      Form Type ●      UID  | 
  
 
| 
   Recreate
  Tree  | 
  
  
   Scope:
  Entire Tree If this option is selected, the
  entire tree structure is re-generated based on the import file.  The UID field from the import file
  correlated with the UID column is the key in determining the operation that
  will be performed by Import: create form, update form or delete form.  Create
  form  If UID column is selected: UID field
  must be empty in the import file.  If UID column is not selected: UID
  field in the import file does not matter.  Update
  form  UID column must be selected. The
  import file must contain the UID field. (See Control Fields for details about UID field.)  Delete
  form Remove the record from the import
  file.  | 
  
  
   ●      Form Type ● Depth or Form ID (depending on Import Options)  | 
  
 
| 
   Scope:
  Partial Tree If this option is selected, only a
  sub-tree structure is re-generated based on the import file: the selected
  branch.  The selected branch is the first form
  from import file and must be identified by UID.  The selected branch is acting as an
  entire tree and behaves as explain at Entire Tree above.  Note, if try to update a record that
  is not inside the selected branch (providing the UID), an error message is
  generated and the import fails.  | 
  
  
   ●      Form Type ●      UID ●      Depth or Form ID (depending on Import Options)  | 
  
 
Important
In case of Recreate Tree, Entire or Partial Scope,
any existing records of the tree structure which are not contained by the
import file will be deleted from TRACE during the Import.
If the UID column is not selected and import
file does not contain the correct UID,
Import deletes the existing tree structure and creates a new one based on the
records from file. This means deletion and then creation.
Example
In the bellow example,
the italic text is just for better explanation and should not appear in the
.csv file.
| 
    System Fields  | 
   
   
    Form Fields  | 
   
   
    Other  | 
   
  ||||||
| 
    Form Type  | 
   
   
    UID  | 
   
   
    Form ID  | 
   
   
    Depth  | 
   
   
    Fields  | 
   
   
    Operation  | 
   
   
    Form ID  | 
   
  ||
| 
   Requirement Group  | 
  
  
   35447  | 
  
  
   1  | 
  
  
   1  | 
  
  
   Mobile Office  | 
  
  
   Mobile Office compartment  | 
  
  
   Update  | 
  
  
   will become RG 1  | 
  
 |
| 
   Requirement Group  | 
  
  
   35453  | 
  
  
   1.1  | 
  
  
   2  | 
  
  
   Messaging  | 
  
  
   Messaging compartment  | 
  
  
   Update  | 
  
  
   will become RG 1.1  | 
  
 |
| 
   Requirement  | 
  
  
   103542  | 
  
  
   1.1.1  | 
  
  
   3  | 
  
  
   Create Message  | 
  
  
   Creates a new message  | 
  
  
   Must include multiple keyboard
  modules  | 
  
  
   Update  | 
  
  
   will become RQ 1.1.1  | 
  
 
| 
   Requirement  | 
  
  
   1.1.2  | 
  
  
   3  | 
  
  
   Send Message  | 
  
  
   Sends a message  | 
  
  
   Notification window after the
  message is sent  | 
  
  
   Create  | 
  
  
   will become RQ 1.1.2  | 
  
 |
| 
   Requirement Group  | 
  
  
   35448  | 
  
  
   2  | 
  
  
   1  | 
  
  
   Audio-Video Management  | 
  
  
   Audio-Video Management
  compartment  | 
  
  
   Update  | 
  
  
   will become RG 2  | 
  
 |
| 
   Requirement  | 
  
  
   2.1  | 
  
  
   2  | 
  
  
   Play  | 
  
  
   The button that
  triggers/starts an audio file  | 
  
  
   Notify the user what file will
  be played  | 
  
  
   Create  | 
  
  
   will become RQ 2.1  | 
  
 |
| 
   Requirement  | 
  
  
   35458  | 
  
  
   2.2  | 
  
  
   2  | 
  
  
   Stop  | 
  
  
   The button that stops an audio
  file  | 
  
  
   When the Stop button is
  pressed do not signal anything just stop the file  | 
  
  
   Update  | 
  
  
   will become RQ 2.2  | 
  
 
| 
   Requirement Group  | 
  
  
   3  | 
  
  
   1  | 
  
  
   Multimedia  | 
  
  
   Multimedia compartment  | 
  
  
   Create  | 
  
  
   will become RG 3  | 
  
 ||
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