Import File Updates
The following table summarizes which files to update depending on the functionality in use in your workflow.
For example, if you have task codes assigned to tasks in the workflow, you will need to edit the Task Code IDs in code info.xls. If you do not have task codes assigned, then there is no editing to do in this file.
The bold lines indicate files that all workflows will use and will need to be updated.
|
Workflow Functionality |
File to Update |
|---|---|
|
Tasks |
Task base info.xls |
|
Roles |
Template role relation.xls |
|
Upload Project Files Task Type |
Upload project file info.xls |
|
Enter Project Data Task Type |
Editable project data info.xls |
|
Upload To DAL Task Type |
Task DAL relation.xls |
|
Datasheet Project Task Type |
Add data sheet project info.xls |
|
Add Project Task Type |
Add project info.xls |
|
Sub Projects |
Template sub project relation.xls |
|
Translation Task Type & Workflow |
Translation info.xls |
|
Task Activities |
Activity info.xls |
|
Task Codes |
Code info.xls |
|
“Use this owner/duration for all cycles” Option in Approval or Upload Tasks |
Task next cycle info.xls |
|
Spectrum Integration |
Task spectrum config info.xls |
|
Pre or Post Task Triggers (Integration) |
Task trigger config info.xls |
The following table describes which columns in each exported file will need adjusting depending on the functionality in use in the workflow being exported/imported.
Note: Some User ID values will need to be removed. These are noted in the Description with "Clear the content of these cells so cell is empty."
|
File name |
ID for update |
Description |
Location |
When to Update this Field |
|---|---|---|---|---|
|
Template role relation.xls |
Role ID |
Role ID(s) for Roles allowed to use the template |
Column B |
If Role IDs in target site are different to originating site. |
|
Template sub project relation.xls |
Sub project ID |
Workflow Template ID of the Sub Project |
Column C |
If Sub Projects are used in the template |
|
Translation info.xls |
Language ID |
Language ID of the selected Language. |
Column A |
If workflow type is ‘Translation’ and Translation Tasks are used. |
|
Upload project file info.xls |
User ID |
Clear the content of these cells so cell is empty |
Column G |
If workflow template includes an Upload Project Files task. |
|
Activity info.xls |
Activity ID |
ID of the assigned Activity to the task |
Column B |
If Activities are assigned to a Task in Task Options |
|
Add data sheet project info.xls |
Project type ID |
Project Type ID of the project(s) to be created during this task |
Column H |
If workflow template includes a Datasheet Project Task |
|
Project owner role ID |
Project Owner Role ID of the project(s) to be created during this task |
Column I |
||
|
Project owner user ID |
Project Owner User ID of the project(s) to be created during this task |
Column J |
||
|
Template ID for the add project task |
Workflow Template ID for the of the project(s) to be created during this task |
Column K |
||
|
Add project info.xls |
Project type ID |
Project Type ID of the project(s) to be created during this task |
Column D |
If workflow template includes an Add Project Task |
|
Project owner role ID |
Project Owner Role ID of the project(s) to be created during this task |
Column E |
||
|
Project owner user ID |
Project Owner User ID of the project(s) to be created during this task |
Column F |
||
|
Template ID for the add project task |
Workflow Template ID for the of the project(s) to be created during this task |
Column G |
||
|
Code info.xls |
Code ID |
Task Code ID assigned to the task |
Column B |
If Task has a Task Code assigned to it |
|
Editable project data info.xls |
Data field ID |
Project Data Field ID(s) of the custom fields allowed for editing in the task |
Column C |
If the Enter Project Data Task has a custom selection of editable Project Data Fields assigned to it. |
|
User ID |
Clear the content of these cells so cell is empty |
Column D |
||
|
Enter project data info.xls |
User ID |
Clear the content of these cells so cell is empty |
Column F |
|
|
Required project data info.xls |
Data field ID |
Project Data Field ID(s) of the Required (mandatory) fields in the task |
Column C |
If the Enter Project Data Task has required (mandatory) Project Data Fields assigned to it. |
|
User ID |
Clear the content of these cells so cell is empty |
Column D |
||
|
Task base info.xls |
Role ID |
Role ID of Role assigned to the task |
Column J |
If Role IDs in target site are different to originating site. |
|
Owner ID |
Assigned Task Owner’s User ID |
Column K |
||
|
List ID |
ID of the Checklist assigned to the task |
Column M |
If a Checklist is assigned to a task |
|
|
Team ID |
Team ID assigned to Team Notify Task |
Column N |
For Team Notify Task, if a specific Team is assigned |
|
|
Flag ID |
ID of Flag assigned to Dynamic Task |
Column AE |
If the task is marked Dynamic |
|
|
Sub project type ID |
Project Type ID of a Sub Project Task |
Column AH |
If the task in the workflow is a Sub Project |
|
|
Profile ID |
Pre-flight Profile ID |
Column AX |
If a task has an Artwork Pre-Flight check assigned to it |
|
|
Task DAL relation.xls |
DAL item type |
Item Type ID |
Column D |
If Task is Upload to DAL |
|
DAL folder |
DAL folder ID |
Column E |
||
|
Task next cycle info.xls |
Role ID |
Role ID of Role assigned to the task for Cycle 1 |
Column D |
If a task does not have “Use this owner / duration for all cycles” checked. |
|
Owner ID |
Assigned Task Owner’s User ID for Cycle 1 |
Column E |
||
|
Next role id |
Role ID of Role assigned to the task for Cycle 2 and above |
Column G |
||
|
Next owner user id |
Assigned Task Owner’s User ID for Cycle 2 and above |
Column H |
||
|
Task spectrum config info.xls |
Create user ID |
Clear the content of these cells so cell is empty |
Column H |
|
|
Update user ID |
Clear the content of these cells so cell is empty |
Column I |
||
|
Task trigger config info.xls |
Data field ID |
Project Data Field ID of the project data to be included in the Task Trigger. |
Column 3 |
If a Pre or Post Task Trigger is set for a task. |
|
Create user ID |
Clear the content of these cells so cell is empty |
Column 7 |
||
|
Update user ID |
Clear the content of these cells so cell is empty |
Column 8 |
more