Table creation by Importing Excel

Owned by Enterprise IT
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
3 min read

Feature released in SummitAI Service Management (Tahoe SP3 HF01, Change Management)

What's New?

The Administrator can also update an existing table along with already existing options of override the records and adding the records.

To achieve this, a new option Update Record is added on Edit pop-up page along with already existing options Override the Record and Add New Record.   

 Screenshot

Benefits

  • Flexibility to update an existing table 
  • Better UI experience with additional warming message while overriding the data.

Prerequisites

  • Ensure that the existing table is having a column which is already defined as Primary Key.

Updating the records of an existing table

To configure this functionality, perform the following steps:

  1. Navigate to  Admin > Infrastructure > Web Services. The WEB SERVICE EXPLORER page is displayed:


    Figure: Figure: WEB SERVICE EXPLORER

  2. Click Table List under ACTIONS panel. The TABLE list page is displayed:


    Figure: TABLE list page

  3. Click Edit hyperlink under the Modify Data column. The following popup is displayed:


    Figure: Edit Pop-up

  4. Click on the UPDATE RECORDS option to update already existing records.   

The following is the validation check while updating the existing records.

Symbol Meaning

If the Primary Key value of an existing record of the table does not match with the Primary Key value of the record by which you want to update, then the update will happen only for valid records.

 Example

For Example: If you have the following table with ID column as Primary Key.

Replace the above table with the following table records as shown in below screenshot.

Now as the Primary Key values of ID Column 3 and 5 does not match, the table update will not happen for 3rd row. Only table row 2 which is a valid record will get updated. The name James will get updated by name Michel.

Override Existing Record 

For better UI experience, the label in Edit pop-up page is changed from "Override the Table Records" to " Override Existing Record". A sample screenshot is shown below:

 Screenshot

Figure: Edit Pop-up 

A warning message is added while overriding the records of an existing table to inform the user about the complete override of the table. A sample screenshot is shown below:

 Screenshot

Figure: Override Warning Message

Master Import Page 

For better user experience, labels for DOWNLOAD EXCEL and DOWNLOAD MASTER icons are replaced with DOWNLOAD EXISTING DATA and DOWNLOAD EXCEL. A sample screenshot is shown below:

 Screenshot

Note:

If the column of a table is defined as Primary Key and selected as Autogenerate? field then that column will not be displayed while mapping the data (MAPPING tab). However, adding or overriding of records will happen after all validation checks.