Example Excel

Open

First Step :

Open

In the previous image, the process for creating projects is illustrated. Users have the option to select either an XLSX or CSV file format to generate an array of projects. This action is initiated by clicking on the designated button.

Second Step :

Upon selecting the .xlsx file option, the subsequent image will be displayed.

Open

Third Step :

Upon clicking, the subsequent image will be displayed. :

Fourth Step :

After you have selected a file, the following actions will occur.

the image :

Explain the form :

Before proceeding, it is essential to understand the distinction between static and map field values. Static fields are class-level variables that belong to the class itself, rather than to any instance of the class. They are initialized only once, at the start of the execution, and are shared among all instances of the class. In contrast, map fields are data structures that store key-value pairs, allowing for dynamic data management. Maps are mutable and can grow or shrink in size as elements are added or removed.

• static value : means you will send a value for all your projects . for instance :

so the person you’ve chosen will be the leader for all projects .

Map field Value : mean you will link the Excel value with vlalue that you will send . for instance :

Please note: Once the field has been selected, a toggle icon will appear in the Map Field Value column. Clicking on this icon will change its state to 'checked'. Subsequently, you may click on it again to display the modal form for linking your value.

Upon selecting the value that will be associated with the Excel value, please proceed to click the 'Done' button.

"Let us explore the majority of fields." :

• Project Type : When a static value is selected, it will display three values, as illustrated in the image below :

There are three values: Software, Service Desk, and Business.

As previously mentioned, if you wish to link the value of Excel with the value you will be sent to choose a mapping value, then link the values with types, as illustrated in the image below.

As illustrated, we have linked the values with the appropriate Field Value. Please proceed by clicking the 'Done' button.

The rest of fields in Form has new choice is : Don’t Map this Field . Because they are optional

you can choose don't map this field .

• Project Template with Project Type :

• Assignee Type :

Valid values: Project_Lead , Unassigned

When selecting a static value, it will display the corresponding options. Conversely, if you opt for a mapping value, you must link your values to the appropriate ones according to your requirements.

• Issue Security Scheme :

Issue security schemes control which users or groups of users can view an issue. When an issue security scheme is associated with a project, its security levels can be applied to issues in that project. Sub-tasks also inherit the security level of their parent issue.

If you select a static value, as depicted in the image below, it will display the corresponding options :

• Notification Scheme

If you select a static value, as depicted in the image below, it will display the corresponding options

• Permission Scheme

If you select a static value, as depicted in the image below, it will display the corresponding options

• URL :

A hyperlink to the project documentation, which contains comprehensive information pertaining to this project, is provided.

Fifth Step :

You will be selecting headers to display data within the Data Preview.

Sixth Step (Optional) :

This section explains how to save settings for Excel so that the same rows with chosen mapping can re-enable the import button.

Seventh Step :

Once the required fields have been selected, the import button will become enabled. You will then be able to view this as shown in the subsequent image.

If you click 'No', it will navigate directly to the eighth step. If you click 'Yes':

Upon clicking 'Done', the process will navigate to step eight.

Let's delve into the utility of saving settings:

Given the extensive number of fields in this form and the requirement to input the same fields into other Excel files, saving settings becomes particularly beneficial. This feature significantly saves time when dealing with multiple Excel files.

The ninth step will detail the process of utilizing 'Setting Load'.

Eighth Step :

Upon completion of the Seventh Step, the subsequent image will be displayed.

During the data import process, you will observe the following: a progress bar indicating the progress, and the import button will display a circular loading animation. Additionally, you can monitor the response status for each row. If any row is marked as Invalid or Already exists, you can hover over the pointer to view the reason. As illustrated in the above image, the error message indicates that 'Your key must start with an uppercase letter.

Ninth Step :

• Instructions for Using the Setting Load:

  Follow these steps in sequence: the first, second, third, and fourth steps. Once these steps have been completed, you will be able to proceed by clicking on the specified option.

Upon clicking that button :

You have the option to select or search for a saved Setting name. Upon clicking 'Done', you will view the specified results.

If you navigate back to the previous step (Fifth Step), you will observe the same image. This is because the same settings have already been applied. When you click to load these settings, it will display precisely the fields you have selected.

However, it is important to note that the import button will not be enabled until you click on mapping :

There are two mappings that you must select again, as you may wish to make changes. Consequently, once you have completed this selection, the import button will become enabled.

Cautions :

1-When attempting to upload a file, if the file is completely empty, an error message will prompt you to try again .

2- When attempting to upload a file, it is necessary for the file to contain more than one row. The first row should serve as the header, and the subsequent rows should contain the data.

3- If the required fields are left empty, projects will not be created successfully. Additionally, an error message will be displayed in the response of the DataPreview .

4- The Key field adheres to specific rules:

• The Key field cannot be left empty .

• The Key must commence with a letter and be in uppercase .

• The Key must not start with a number.

• The Key must be less than 10 characters in length.

5- Name field adheres to specific rules :

• Name cannot be left empty .

• Name must be between 2  and 80 characters.

6- When utilizing mapping to fill out the form, it is essential to link your value with the appropriate selection. For instance, with Project Type, if you select 'Business' as the type, ensure that you link it with the corresponding value that matches 'Business'. However, it is important to note that if the process does not align with these specifications, the creation of the project will not be successful.