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Version: Next

User Guide

ImportDocs is used through a wizard that guides you through the different steps of configuring your import project.

Home Screen​

Once authenticated, the home screen presents the main upcoming steps. Click Next to begin.

Welcome

Step 1: Application Selection​

Choose the application in your solution to which you want to import the data.

Application Selection

Step 2: Configuration Choice​

You have several options here:

  • Start a new configuration: To create a project from scratch.
  • Load an existing configuration: To reuse or modify an already saved project.

Project Choice

Step 3: Name and Description​

Give a unique name to your import project. This name will be necessary if you want to call the import later via console or an agent.

Name and Description

Step 4: Data Source Type​

Select the format of your source file (CSV, Excel, Readsoft, etc.).

Source Type

Step 5: Source Configuration​

Depending on the chosen type, you will need to specify:

  • The file or source directory path.
  • The delimiters (for CSV).
  • Whether the first line contains headers.

Source Configuration

Step 6: Data Mapping​

This is the crucial step where you link the columns of your file to the fields of your Avanteam form.

Data Mapping

  • Default Author: Defines the user who creates the document.
  • Add all fields: Automatically generates rows for all form fields.

Workflow​

You can also specify which workflow to launch after import:

  • Start workflow: Indicate the workflow name or =X (where X is the letter of the column containing the workflow name).
  • Starting step: Specify the target step or - to go directly to the end of the workflow.

Attachments​

Configure columns containing paths to files to attach using the syntax: column|visibility#category.

  • Example: F|1;G|0 to import two files where one is visible and the other is hidden.

Step 7: Filtering (Optional)​

If you only want to import part of the file (for example from line 10 to 100), configure the interval here.

Filtering

Step 8: C# Code Editing (Expert)​

For complex needs, you can directly edit the C# code generated by the tool.

Code Editing

Last Step: Save and Launch​

Finalize your project by saving it. You can check Launch import now to test immediately.

Last Step

Import Monitoring​

During execution, a window displays the progress and any errors in real time.

Import in Progress

Once finished, a confirmation message displays with the path to the complete log file.

Import Complete

Tip

Don't hesitate to use the Monitor import directory button at step 2 so that the tool remains active and processes files as they arrive.