Lifecycle Task Import Format

NOTE For general information on using imports, see Imports FAQ.

The following tables list the format for importing a task, grid column, grid default row, ribbon link, task security, or validation record in Lifecycle Task Import.

Task Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Record Type	1	Character	Yes	Enter T to specify a task record.
B	2	Workflow Type	30	Character	Yes	Enter a workflow type for the task.
C	3	Workflow Level	16	Character	Yes	Enter a workflow level for the task. The available levels are based on the selected workflow type.
D	4	Task Name	40	Character	Yes	Enter a unique name for the task. The name is used as the label in the data entry window.
E	5	Detailed Description	60	Character	No	Enter a detailed description of the task.
F	6	Type	9	Character	No	Leave this field blank for a section/tab, or enter one of the following types of tasks: Field - This task allows users to enter data in a field. Grid - The task allows users to enter data in a grid. Grids can be user-defined or used for creating product records from product data entered for a workflow. Operation - This is used to create a ribbon button for creating product records from product data entered for a workflow. For more information on creating product records from product data entered for a workflow, see Creating Products in the Product Lifecycle Management Module. Constant - The task is a specific value, and cannot be entered by users. If this field is blank, it defaults to Field.
G	7	Format/Grid Mode/Table	23	Character	Yes	If you entered Field for the Type field (position 6), enter one of the following formats for the task: Character - The task allows users to enter data as both letters and numbers. Date - The task allows users to enter a date. Decimal - The task allows users to enter a decimal value. File Path - The task allows users to enter a folder path to a file, or click a Lookup button and select a file. The task also has an Open button, which allows users to open a file associated with the task. Integer - The task allows users to enter an integer value. Logical - The task allows users to enter a value of Yes or No by selecting or clearing a check box. Text - The task allows users to enter data as both letters and numbers. This task is similar to a character format task. However, it allows users to enter more information, and this type of task cannot be validated. If you left the Type field blank, enter one of the following formats: Section - The task creates a section of related data. Other tasks can be assigned to the section for data entry purposes. Tabpage - The task creates a tab for data entry purposes. If you entered Grid for the Type field, enter one of the following formats for the task: Product - The task is a grid used to import product data. Product Location - The task is a grid used to import product location data. Product Unit of Measure - The task is a grid used to import product unit of measure data. User Defined - The task is a grid of user-defined columns. If you enter this format, you must set up the grid in grid column records. If you entered Operation for the Type field, enter the following format for the task: Product / Product UM - The task is used to create a ribbon button to import a product and product unit of measure.
H	8	Section / Tabpage	30	Character	Yes, only if you enter anything other than Tabpage in the Format field	Enter the name of the section or tab on which to display a data entry field for the task. This must be the name of a section or tabpage format task. Note If you entered Tabpage for the Format field, leave this field blank.
I	9	Sequence	3	Integer	No	Enter a display sequence number for the task. If this field is blank, it defaults to the next available sequence number for the workflow type/level.
J	10	Task Status	12	Character	No	Enter the status of the task. You must enter one of the following statuses: Active Setup Discontinued If this field is blank, it defaults to Active.
K	11	Default Team	15	Character	No	Enter the default product lifecycle management team for the task. For information on setting up product lifecycle management teams, see Lifecycle Team Maintenance.
L	12	Use Validation	3	Yes/No	No	Enter Yes or Y if you want to validate data for the task. NOTE If you enter Yes or Y, enter Yes or Y for the Validate from List field, or enter a value in the Validation Field field. Enter No or N if you do not want to validate data for the task. Note If you enter Section or Tabpage for the Format field, enter N. If this field is blank, it defaults to No.
M	13	Validate from List	3	Yes/No	No	Enter Yes or Y if you want to validate data for the task from a list of valid values. Note You can only enter Yes or Y for this field if you enter Yes or Y for the Use Validation field. Enter No or N if you do not want to validate data for the task from a list of valid values. If this field is blank, it defaults to No.
N	14	Validation Field	40	Character	No	Enter specific data that you want to be used for the task if you want the software to validate the data. Note You can only enter data for this field if you enter Yes or Y for the Use Validation field. For a list of validation fields you can enter, see Validation Fields.
O	15	Uses Sanity Check	3	Yes/No	No	Enter Yes or Y if you want to perform a sanity check for the task to ensure that data entered for the task is within a range of acceptable values. Enter No or N if you do not want to perform a sanity check for the task. If this field is blank, it defaults to No.
P	16	Sanity Check Start	20	Depends on the value entered for the Format field	No	Enter the first value in a range of values for the sanity check. This value must be formatted using the format entered in the Format field. Example If you enter Integer in the Format field, you must enter an integer value for this field. NOTE If you enter Date in the Format field, you must enter one of the following values: Today Last Month Start Last Month End This Month Start This Month End Next Month Start Next Month End Last Quarter Start Last Quarter End This Quarter Start This Quarter End Next Quarter Start Next Quarter End Last Year Start Last Year End This Year Start This Year End Next Year Start Next Year End For date format tasks, you can also enter a +/- symbol, and an acceptable deviation from the date. Example Today + 2
Q	17	Sanity Check End	20	Depends on the value entered for the Format field	No	Enter the last value in a range of values for the sanity check. This value must be formatted using the format entered in the Format field. Example If you enter Integer in the Format field, you must enter an integer value for this field. NOTE If you enter Date in the Format field, you must enter one of the following values: Today Last Month Start Last Month End This Month Start This Month End Next Month Start Next Month End Last Quarter Start Last Quarter End This Quarter Start This Quarter End Next Quarter Start Next Quarter End Last Year Start Last Year End This Year Start This Year End Next Year Start Next Year End For date format tasks, you can also enter a +/- symbol, and an acceptable deviation from the date. Example Today + 2
R	18	Can Be Skipped	3	Yes/No	No	Enter Yes or Y if the task is not required and can be skipped. Enter No or N if the task cannot be skipped. If this field is blank, it defaults to No.
S	19	Width	3	Integer	No	Enter the width (in characters) of the field displayed for a character format task. This field is only used if you enter Character for the Format field.
T	20	Integer Places	1	Integer	No	Enter the number of digits (not including decimal places) for data for an integer or decimal format task. This field is only used if you enter Integer or Decimal for the Format field.
U	21	Decimal Places	1	Integer	No	Enter the number of decimal places for data for a decimal format task. This field is only used if you enter Decimal for the Format field.
V	22	Use Thousands Separators	3	Yes/No	No	Enter Yes or Y to use separator characters (commas, periods, etc.) between thousands for an integer or decimal format task. Enter No or N if you do not want to use separator characters. This field is only used if you enter Integer or Decimal for the Format field.
W	23	Security	7	Character	No	Enter the security level for the task. You must enter one of the following levels: Default - Inherit the default security level for the tab or section in which the task is included. If this option is entered for a tab and a task on the tab (or a task on a section on the tab), all users can view the task, but only users from an assigned team can update the task. Hide - Hide the task from all users except for users from an assigned team. Update - Allow all users to view and update the task. View - Allow all users to view the task, but only allow users from an assigned team to update the task. Additionally, you can set up team-specific security for tasks, sections, and tabs in a task security record in the import file. Team-specific security for tasks overrides any inherited security. For more information on setting up task security, see Using Product Lifecycle Management. If this field is blank, it defaults to Default.
X	24	Group Tasks	3	Yes/No	No	Enter Yes or Y to enable Simplified mode by default for a section or tab in Lifecycle Definition Designer. Enter No or N if you do not want to enable Simplified mode by default for a section or tab. NOTE Only enter a value for this field if you enter Section or Tabpage for the Format field.
Y	25	Detailed Alerts	3	Yes/No	No	Enter Yes or Y if you want users to receive alerts that specify the task details when the task is assigned. Enter No or N if you want users to only receive a generic alert when the task is assigned, which indicates they have work to perform.
Z	26	Update Field	40	Character	No	This field is slated for functionality in a future release. Leave this field blank.
AA	27	Automatically Assign User	3	Yes/No	No	Enter Yes or Y to automatically assign the task to the user that launches the workflow in which the task is included (if the user is a member of the team assigned to the task).

Grid Column Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Record Type	1	Character	Yes	Enter G to specify a grid column record. Use this type of record to set up columns for a grid format task.
B	2	Task Name	30	Character	Yes	Enter the task name for which you are entering a grid column record.
C	3	Sequence	4	Integer	No	Enter a display sequence number for the grid column, such as 1 for the first column, 2 for the second column, etc. If this field is blank, it defaults to the next available sequence number for grid tasks.
D	4	Label	500	Character	No	Enter the label that appears in the column header for the grid column. The label should identify the data contained in the column.
E	5	Data Type	9	Character	No	Enter one of the following data types for the grid column: Character - The grid column allows users to enter data as both letters and numbers. Date - The grid column allows users to enter a date. Decimal - The grid column allows users to enter a decimal value. Integer - The grid column allows users to enter an integer value. Logical - The grid column allows users to enter a value of Yes or No by selecting or clearing a check box. If this field is blank, it defaults to Character.
F	6	Use Validation	3	Yes/No	No	Enter Yes or Y if you want to validate data for the column. Enter No or N if you do not want to validate data for the column. If this field is blank, it defaults to No.
G	7	Validate From List	3	Yes/No	No	Enter Yes or Y if you want to validate data for the column from a list of valid values. Note You can only enter Yes or Y for this column if you enter Yes or Y for the Use Validation field. Enter No or N if you do not want to validate data for the column from a list of valid values. If this field is blank, it defaults to No.
H	8	Validation Field	40	Character	No	Enter specific data that you want to be used for the column if you want the software to validate the data. Note You can only enter data for this column if you enter Yes or Y for the Use Validation field. For a list of validation fields you can enter, see Validation Fields.
I	9	Width	3	Integer	No	Enter the width of the grid column (in characters). Only use this field if you enter Character for the Data Type field.
J	10	Integer Places	1	Integer	No	Enter the number of digits (not including decimal places) for data for an integer or decimal format grid column. This field is only used if you enter Integer or Decimal for the Data Type field.
K	11	Decimal Places	1	Integer	No	Enter the number of decimal places for data for a decimal format grid column. This field is only used if you enter Decimal for the Data Type field.
L	12	Use Thousands Separators	3	Yes/No	No	Enter Yes or Y to use separator characters (commas, periods, etc.) between thousands for an integer or decimal format grid column. Enter No or N if you do not want to use separator characters. This field is only used if you enter Integer or Decimal for the Data Type field.
M	13	Hidden	3	Yes/No	No	Enter Yes or Y to hide the grid column when users perform the grid task. Enter No or N to display the grid column when users perform the grid task.
N	14	Required	3	Yes/No	No	Enter Yes or Y to require data to be entered in the grid column. Enter No or N to not require data to be entered in the grid column.

Grid Default Row Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Record Type	1	Character	Yes	Enter D to specify a grid default row record. Use this type of record to set up default rows for grid tasks instead of manually setting up the default rows in Default Rows.
B	2	Task Name	30	Character	Yes	Enter the task name for which you are entering a grid default row record.
C	3	Row Sequence	4	Integer	Yes	Enter the row sequence number for the default row.
D	4	Column Sequence	4	Integer	Yes	Enter the column sequence number for the default row.
E	5	Column Value	60	Character	Yes	Enter the default value for the row.

Ribbon Link Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Record Type	1	Character	Yes	Enter R to specify a ribbon link record. Use this type of record to set up ribbon buttons for a tab instead of manually entering records in Ribbon Link Maintenance.
B	2	Task Name	30	Character	Yes	Enter the task name for which you are entering a ribbon link record. Note You must enter a task name of a Tabpage format task.
C	3	Ribbon Sequence	4	Integer	Yes	Enter a sequence number for the ribbon link. Ribbon links with lower numbers display at the left of the ribbon.
D	4	Menu Text	45	Character	Yes	Enter the menu text for the ribbon button.
E	5	Label	45	Character	Yes	Enter a caption you want to appear on the ribbon button.

Task Security Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Record Type	1	Character	Yes	Enter S to specify a task security record. Use this type of record to set up a team-specific security level for a task.
B	2	Task Name	30	Character	Yes	Enter the task name for which you are entering a task security record.
C	3	Team Code	15	Character	Yes	Enter a product lifecycle management team for which you want to set up task security. For information on setting up product lifecycle management teams, see Lifecycle Team Maintenance.
D	4	Security Level	7	Character	No	Enter the security level for the team. You must enter one of the following levels: Hide - Hide the task from all users except for users from an assigned team. Update - Allow all users to view and update the task. View - Allow all users to view the task, but only allow users from an assigned team to update the task. If this field is blank, it defaults to View.

Validation Record

Column	Position	Field	Maximum Length	Format	Required	Description
A	1	Record Type	1	Character	Yes	Enter V to specify a validation record. Use this type of record to set up a valid value for a validated task.
B	2	Task Name	30	Character	Yes	Enter the task name for which you are entering a validation record. Note You must enter a task name of a task that is set up to be validated from a list.
C	3	Definition Group Code	20	Character	No	Enter a workflow definition group code if the value is only validated for one workflow definition group. For information on setting up workflow definition groups, see Lifecycle Definition Group Maintenance.
D	4	Definition Code	16	Character	No	Enter a workflow definition code if the value is only validated for one workflow definition. For information on setting up workflow definitions, see Lifecycle Definition Maintenance.
E	5	Column Sequence	4	Integer	Yes, only for grid validation tasks	Enter a column sequence number for the valid value.
F	6	Valid Value	30	Depends on the task format	Yes	Enter a unique valid value for the task.
G	7	Task Status	10	Yes/No	No	Enter the status of the task after the value is entered by a user performing the task. You must enter one of the following: In Process - The task is in process. Completed - The task is completed. Failed - The task failed. Suspended - The task is suspended. Cancelled - The task is cancelled. If this field is blank, it defaults to Completed.
H	8	Sequence	3	Integer	No	Enter a display sequence number for the value. If this field is blank, it defaults to the next available sequence number.
I	9	Value Status	12	Character	No	Enter the status of the value. You must enter one of the following statuses: Active Setup Discontinued If this field is blank, it defaults to Active.

Prerequisites

Before using this import, the following must be set up:

workflow types
workflow levels