To import activities
From file
From query
When an Activity Type is selected from the drop-down list, the user-defined fields and prompts that are set up for that activity type become available in the Import activities window.
Note: The fields from the Activity Type field thru and including the User Field 7 field in the Import activities window are defined in the Activity types window by your administrator. The remaining fields in the Import activities window are available whenever an Activity Type is selected from the drop-down list. These are not user-defined fields, and knowledge of iMIS business processes is required to use them successfully.
When the step is complete, the Transformation query field, and the options Optional Step 3 Transform, Preview, and Step 4 - Generate Activity are activated.
Note: At this point, nothing has been written to the Activity table.
At this point, you can click
and continue with transformation queries. For example, you could update the Activity.CO_ID field by using the following query:Update ActivityImporter
Set CO_ID = Name.CO_ID
From Name where Name.CO_ID = ActivityImporter.CO_ID
You can also use the transformation query to delete records from the ActivityImporter table before generating activities as in the following example:
Delete from ActivityImporter
Where ID = 140
A system message informs you that activity records will be created.
After the activities have been created, the "Process is complete" message is displayed.
10.6 Production Release. Updated 2/24/2006 1:46:03 PM
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