The following worksheets and data templates are available:
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Contact Persons Worksheet
The Contact Persons worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to manage user records. You can relate a user to one or more organizations their organization by providing the relevant relationship in this template. The following fields are required fields.
- First Name: The field specifies the first name of the user.
- Last Name: The field specifies the last name of the user.
- Relationship: The field specifies the relationship of the user with the organization. The values depend upon the relationships that you have defined within your organization.
- Organization Name: The field specifies an organization name. You can relate the user to more than one organization.
Note: The organization names name that you specify here must match exactly with organization records in the application. - Client Defined System User ID: The login id of the contact person.
- License Type. Specify the license type of the user.
Values: Self-Service: Self-Service User, Fixed: Administrator, Floater: Analyst. - Enable Login. To enable or disable the login for the contact person, specify Yes or No respectively.
- VIP User. Specify Yes to indicate that the user is a VIP user, else specify No.
- Notification Mechanism. Specify as None, Email, or Pager.
- Exclude from Service Feedbacks. Specify No to send the customer service satisfaction feedback requests.
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Template for Bulk Upload for Custom HierarchicalTree
You can use this data template to manage information through the custom Hierarchical Tree. The Template for Bulk Upload for Custom HierarchicalTree has the following columns:
- HT_ATTR_NAME: The field specifies a unique name for the item.
- Level1, Level2, Level3, Level4, Level5: The fields specify the values for the item. The values correspond to the possible values for the Hierarchical Tree attribute.
Note:- HT_ATTR_NAME and LEVEL 1 are required columns.
- To update values to the existing hierarchy custom attributes in the bulk upload sheet, insert a column ID at the beginning and populate the row_id from the table IC_HIERARCHICAL_TREE_DATA of the hierarchical data that you update.