Using TRACEUsing TRACE > Export-ImportExport-Import > Tree Structured FormsTree Structured Forms > Import Operations

Import Operations

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 52 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
after Import

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