Issue with updating existing artifacts using CSV import in DNG.
Artifacts -> Import Artifacts -> Import requirements from a CSV file or spreadsheet -> Import requirements into a module and select “Update artifacts that match entries, and create artifacts for new entries/ ignore new entry”.
When we do the above steps, Existing artifacts inside selected module are not getting updated by CSV instead new artifact with same ID is being created. Recreation of same artifact with same ID is not an acceptable behavior right? According to me this is an issue. Please test this. I request you to resolve/guide on this.
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3 answers
Let me introduce the elusive "id" column (not to be confused with the similarly-named but differently-purposed "Identifier" column), which can be used to round-trip and/or update existing artifacts in DNG by entering the correct artifact ID number in this column. When you export artifacts to a CSV file from DNG, an "id" column is included. You can use this column to correlate rows in CSV/Excel with existing artifacts in DNG upon import. If you select the option to update artifacts, the artifact is updated. This approach works for me in CLM 6.0.3.
For more info on the "Identifier" column, see here
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Hi Bob 3, It was nice seeing you at the Summit. I'm amazed that I happen to see your name here. Great answer.
I could be wrong. I do like to add that I have the original problem also. I believe that in addition to the "id" I may need the parentBinding and module fields to be in the CSV file to prevent new instances of the artifacts to be placed in the module.
swoo "the only guy at the conference wearing Aloha shirt :-)"
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I should add that I am using 6.0.3. Perhaps this has been fixed. As soon as 6.0.5 is out I will test to duplicate my sighting. |
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Comments
For the "Choose import options" of the dialog, which of the following are you selecting?
Specify how entries in a CSV file are imported
- Create new artifacts for all entries
- Update artifacts that match entries, and create artifacts for new entries
- Update artifacts that match entries, and ignore new entries
And what is the desired result? Are you updating via CSV existing entries only or updating and creating new?
Thanks MK for replying!!