Enhancement in version 2.0.4.0

Owned by Gaurav
Last updated: May 08, 2024 by Yogita Rani
5 min read

SUPPORT CULTURE 

(i)  Display page UI according to login language

When user logs in with the language other than English US (en_US) e.g. German Language, then opens import screen for any window such as Customer Master, all user interface elements will be displayed in German, if translation is available for the fields and UI labels in message screen. 

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(ii) Download excel file according to the login language translations 

 Based on the login language other than English US (en_US) e.g. German Language, user opens import page of any screen such as Customer master and selects the Default mapping from the dropdown then clicks on the download button, the file will be downloaded in the language selected at the time of login based on the translations available in the system. All the field names (excel column headers) and the instruction row will be in the translated format based on the login language. 

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  • Open the downloaded Excel file. 

NOTE: If a user login with either English / German language preference, then go to import screen of any window. let say, Customer Master window then select a mapping from the dropdown & clicks on the ‘Download Excel file’ button, the system will download the Excel file. The excel column headers and the instruction row will be according to the translations available for the login language. 

NOTE: User will have to upload the excel with same login language in which user downloaded the excel file, otherwise, the column headers will not match with the mapping saved. 

 

SAVE AS FEATURE FOR DEFAULT MAPPING 

Enabling users to reuse their mapping while preserving any customizations made to the default mapping. 

After entering the data into the excel file, user needs to follow below mentioned steps (e.g user is importing data on Customer Master Screen): 

  • Go to Customer Master screen, click on the import button from the Right Action Panel. 

  • Import window will open in a new tab. 

  • Now select the “Default Mapping” file in the Select Mapping field as shown in the screenshot below. 

  • Upload the excel file by clicking on the upload icon as shown in the screenshot below. 

  • A new pop-up window will open up, where user needs to select the excel 

  • The system will load the Excel file on the left-hand side of the screen, and mapping is already created in the system by default, as shown in the screenshot below. 

  • Now, user updates the mapping e.g. removed some columns from the mapping or set any column values as default. 

  • After making changes into the mapping, now the user click on the ‘Save mapping’ button as mentioned below. 

  • A pop up will open, which will ask user to enter the mapping name. 

  • Enter Mapping name as per the user’s choice 

  • Now Click on the Save button. 

  • After the mapping is saved, it will appear at the top of the list under the  ‘Select Mapping’ dropdown value. 

  • Now the user can upload the Excel file by using the ‘Upload Excel File‘  button. 

  • The system will now do the mapping based on the changes done at the time of update done for the default mapping and saved with a different name. 

  • Click on the import button 

  • Selected Excel file is imported. 

  • Now, to save data into the screen user need to click on the ‘Commit to import’ button then Excel file is imported and saved in the database 

ADD INSTRUCTION ROW IN DEFAULT MAPPING EXCEL SHEET 

  • Select the Default Mapping from the drop down in the ‘Select Mapping’ field

After selecting Default mapping, Download and Upload button will get enabled.

  • Click on the download Excel button just under the select mapping field as shown in the screenshot below.

  • An excel file will be downloaded in the system with the name of the screen name e.g. Customer Master.xlsx. 

  • A Pop-up message will appear on the screen i.e., File downloaded successfully as shown in the screenshot below.

  • Go to the folder where the files are downloaded (e.g. ‘downloads’ folder of the windows), to access the downloaded excel file. 

  • The downloaded file is shown in the screenshot below: 

NOTE: The Top Row of excel sheet will be freeze. 

  • The header tab and its child tabs will be in different colors. The header row is in the darker color and the others row are in the lighter color as compared to the header row. 

  • In the default excel sheet, the format of the tab and field will be in this format: “Tab name.field name”. 

  • For example, in the Customer Master window: the format of the tab and field is: Customer.Name, Customer.Add to Interest Area, Customer.Organization, Customer.search key, Customer.Active etc. 

It Represents ‘Customer’ as a ‘Tab name’ and ‘Name’ represents the ‘field name’. 

  • The mandatory sign indicating that users must fill out this columns. 

  • In the second row, an instruction row for the following types of fields/columns: 

  1. Identifier Column (Table/TableDirect/Search) 

(WindowName/TabName.FieldName_WindowName/TabName.FieldName) 

             For e.g. - Tax Rate/Tax.Name_Tax Rate/Tax.Value 

             (ii)  Boolean column - Dropdown list of values Y and N 

         (iii) List Value - Dropdown list with the list values from which user can select 

         (iv)  Date - MM-DD-YYYY 

 

 

 

 

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