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Importing records with relationships

Updated: Jan 26

It is possible to import files linked together in relationships using an Excel file.

The following points will be addressed in this article:

File structure

"Worksheet" tab

This is the main tab which allows you to save the first files. This tab works on the same principle as a classic import .

In "Differential" mode, you must fill in the "submissionNumber" column. so that we can find the files to be updated.

In "Add" mode, you still need to put an identifier in "submissionNumber". The latter will be replaced during creation but allows the file to be recognized within the document, particularly in the "Relationship" tab.

Tabs "Relationships"

In this tab, we list all the relationships between the different files. It must have at least 4 columns plus an optional fifth:

  • "parent" : allows you to choose a sheet in the Worksheet tab. It must be identified by its “submissionNumber” form number.

  • "relationship" : this is the system name of the relationship allowing two records to be linked

  • "child" : allows you to choose a file in another tab. It must be identified by its “submissionNumber” form number.

  • "id structure" : This is the Daxium identifier of the form used to construct the other form.

  • "count" : this optional parameter allows you to define the quantity in a quantifiable relationship.

Tabs of related records

You can then create as many tabs as necessary to create other files.

Each tab must be called by the system name of the relationship, followed by a space, followed by the form identifier of the record.

For example: "SystemName 2951".

Enter the "submissionNumber" in the same way as in "Worksheet".

Start an import

In the table view of the files, you must click on "Import" then select the Excel file that you have prepared.

The column separator and encoding options have no effect because we are not using a CSV file but an XLS file.

The "Add" will create a new file for each line of the file. The "Differential" will update existing records without creating any.

Error handling

When your import is finished, if an error prevented one or more files from being saved, you will have a return in a CSV file.

The latter will allow you to understand what went wrong and how to correct the problem.

Special case

It is currently not possible to remove related records via a differential import.

The formulas of a parent (main) file will not be updated when importing files if these formulas are based on a relationship field that includes more than 5 elements.


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