VISUAL PLANNING 5.3 DOCUMENTATION

Import Events

DEFINITION

The Events import consists in creating new events in a planner from an external source.

These new events can concern several dimensions and must have at least:

  • a resource,
  • and a start date.

Three types of import are possible:

  • Simple insertion of new events,
  • Simple update of existing events,
  • Update of existing events and Insertion of new events.

An import of events is made from a unique source that may be:

  • A *.CSV file
  • A *.XLS or *.XLSX sheet
  • A Database table or view. This database can be:
    • MYSQL,
    • ORACLE,
    • SQLSERVER,
    • or MSACCESS.

SETTINGS

It is required to save context settings before use. (c.f. Use).

Create an events import context

Creating a new events import context is done by the Global settings > Right-Click on Imports events > Create an events import context.

The lower part is then activated:

Specify the import settings, then click on:

  • OK to save the context,
  • Restore to undo.

These settings are:

Name

This is the Name of the import context.

Description

This is an optional Description of the context.

History

This non-editable parameter store the date, time and login of the last modification of the context.

Definition

This is the Definition of the context.

cf. Definition of context to import events

"URL" call

The option “URL” call triggers outside VISUAL PLANNING the implementation of this import context following a defined syntax.

cf. Exports & imports by URL

Event's creation/modification

This box enables the triggering of context during the creation and/or modification of events.

cf. Automatic Exports and Imports

Activated

This check box enables the trigger of service import.

cf. Import using service

Triggers

This option allows to define triggers in the case of import by service.

cf. Import using service

Reporting activated

This check box allows to send an email report of the result of each triggered import.

Prerequisites: The SMTP server must be configured because it is automatic mails. cf. Automatic sending of e-mails

Sender

It is the email considered as the sender when reporting by mail.

This parameter is active and required if Reporting activated is checked.

Recipients

This is to specify email addresses to be defined as recipients during the reporting by email.

This parameter is active and required if Reporting activated is checked.

Modify an import context

To modify an export context, go to the Global Settings panel > left-click on the context.

The lower part is then activated. Modify the settings (cf. Create an import context), and click on OK to register the modifications.

Duplicate an import context

To duplicate an import context, go to the Global Settings panel > Right-Click on the context > Duplicate.

The lower part is then activated. Modify the duplicated context settings (cf. Create an import context), and click on OK to set the modifications.

Delete an import context

To delete an import context, go to the Global Settings panel > Right-Click on the context > Delete.

The following message appears:

Then, click on:

  • Yes to definitely delete the context,
  • No to cancel the deletion.

Concatenation of values

It is possible to concatenate values in a text or multi-lines heading instead of replace this one if the imported value begin with $+.

It concerns the event note and text and mulit-lines headings of forms.

This mechanism is used for heading of type “Text” and “Multiline” if the imported value begins with the $+ character. In the case of a multi-section of imported value is added to a new line.

Three cases are possible:

  • using the Value column with the $+ prefix
  • import of specific value with the $+ prefix
  • add the prefix $+ in the source

USE

Print/export
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