Actually it's done by active links - so no chance of a Merge operation! IIRC when I did this several months ago manually (w/o the DM tool) I pushed the Template ID and the Authoring group information over to the HPD:TemplageSPGAssoc form. -- Chris Danaceau AttivaSoft Solutions Architect
________________________________ From: Action Request System discussion list(ARSList) on behalf of Lyle Taylor Sent: Mon 4/13/2009 11:41 AM To: arslist@ARSLIST.ORG Subject: Re: import Templates? ** I just took a quick look. When you click on the Select Template link on an Incident, it opens the HPD:TemplateSPGLookUp form, which is a join form between HPD:Template and HPD:TemplateSPGAssoc. I'm guessing that second form contains entries about which support groups are allowed to use the templates on the Authored For Groups tab on the Incident template. By default, it probably contains the group specified for Authoring Group. I would be that there is a set of filters that populates this form when a template is submitted, modified and probably deleted. However, it wouldn't surprise me if they're not configured to fire on Merge, which is what would be necessary for that form to get populated when you import templates. I hope that helps a bit. Lyle From: Action Request System discussion list(ARSList) [mailto:arsl...@arslist.org] On Behalf Of Julie L Kanakanui JLKANAKA Sent: Monday, April 13, 2009 7:01 AM To: arslist@ARSLIST.ORG Subject: Re: import Templates? ** Just wanted to thank you for your suggestion Lyle. Still working on this.... Julie Lyle Taylor <tayl...@ldschurch.org> Sent by: "Action Request System discussion list(ARSList)" <arslist@ARSLIST.ORG> 04/09/2009 06:10 PM Please respond to arslist@ARSLIST.ORG To arslist@ARSLIST.ORG cc Subject Re: import Templates? ** Without looking, I'm wondering if there's another form that needs data in order for them to show up. You might try turning on active link logging and then going in and trying to open a template to see what it's doing and where it's OK for its data. Lyle From: Action Request System discussion list(ARSList) [mailto:arsl...@arslist.org] On Behalf Of Julie L Kanakanui JLKANAKA Sent: Thursday, April 09, 2009 3:27 PM To: arslist@ARSLIST.ORG Subject: Re: import Templates? ** Actually we tried that (exporting templates into Excel and comparing) and have done a few tweaks, but so far still no joy........ Rick Cook <remedyr...@gmail.com> Sent by: "Action Request System discussion list(ARSList)" <arslist@ARSLIST.ORG> 04/09/2009 05:24 PM Please respond to arslist@ARSLIST.ORG To arslist@ARSLIST.ORG cc Subject Re: import Templates? ** I wonder if they are set up to be shown in the Help Desk application? Try exporting one that works into Excel, and see what fields are different compared to one that doesn't work. I bet that will show the problem. Then you can base your Excel template on data values you know are complete from the application's POV. Rick On Thu, Apr 9, 2009 at 2:20 PM, Julie L Kanakanui JLKANAKA <julie_kanaka...@uncg.edu> wrote: ** Well, its good to know that it CAN be done, somehow... ! We didn't attempt to use Data Management tool for this (which we have used for Foundation data), just the regular Remedy Import tool. The problem we are seeing is that the template records that were created via import do not show up in the Incident Template Selection form in App Admin, only the templates that were created via App Admin show there. Of course we could have missed mapping a field here or there, but nothing so far is obviously "off". Thanks, Julie Rick Cook <remedyr...@gmail.com <mailto:remedyr...@gmail.com> > Sent by: "Action Request System discussion list(ARSList)" <arslist@ARSLIST.ORG <mailto:arslist@ARSLIST.ORG> > 04/09/2009 05:11 PM Please respond to arslist@ARSLIST.ORG <mailto:arslist@ARSLIST.ORG> To arslist@ARSLIST.ORG <mailto:arslist@ARSLIST.ORG> cc Subject Re: import Templates? ** Julie, I know that this can be done, because I've done it. Unfortunately, it's been a over a year ago, so I can't remember the specifics of HOW I did it, and I don't have the code. You might check to see if the Data Loader utility does that, and Effective Technologies has a Datalink application that might, too. What kind of problems are you seeing? Rick On Thu, Apr 9, 2009 at 1:59 PM, Julie L Kanakanui JLKANAKA <julie_kanaka...@uncg.edu> wrote: ** Hello, For the Remedy 7.1 environment we are in process of building, we have a spreadsheet of template data (100+ records) that includes the data to populate Incident Templates. In attempt to avoid manual entry of this info via App Admin Console, we thought we'd try doing an import of this information into HPD:Template. So far, mixed results...... just wondering if anyone else has done this? And/or if anyone knows if this is just something that should NOT be attempted....... (needs to be done manually in App Admin). Thanks for any advice! Julie Kanakanui _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ _Platinum Sponsor: rmisoluti...@verizon.net ARSlist: "Where the Answers Are"_ NOTICE: This email message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. 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