[IM] IM Template Form Field Definitions

Template – Enter a unique name or number (up to 10 characters) for the template. Defaults to the last active template.

Description – Add a description (up to 30 characters) for identification purposes.

Import Form – Select the destination form for the import. Press F4 to view available forms.

Import Routine – Select the routine that imports data into Vista tables:

• bspIMImportIMWE – Standard routine for delimited or fixed-width files.

• bspIMImportXML – For XML files only.

Upload Routine – Select the routine that uploads data to tables:

• bspIMUpload – Single table imports.

• bspIMUploadHeaderDetail – Multi-table (header/detail) imports.

• bspIMUploadDirect – Direct imports that update tables without batches.

Direct Import Type – For direct imports, choose:

• 0 – Insert and Update – Add new records and update existing ones.

• 1 – Insert Only – Add new records only.

• 2 – Update Only – Update existing records only.

Viewpoint Routine – Applies default Vista values when data is missing in the import file. Enable via Use Viewpoint Default on Template Detail.

User Routine – Optional custom routine for special processing. Executed at the end of import.

Data Format – Select the file format:

• Delimited – Fields separated by characters (comma, tab, etc.).

• Fixed Width – Field positions defined by character lengths.

• XML – For single-table XML files with tags identifying fields.

XML Row Tag – For XML files, enter the tag that identifies each row.

Delimiter – For delimited files, select the character separating fields (Tab, Comma, Pipe, etc.). Use Other to specify a custom delimiter.

Multiple Table Upload – Check if the import updates more than one table. Requires additional record types.

Record Type Column / Beginning-Ending Position – Specify where the record type is located in delimited or fixed-width files.

Starting Line Number – Enter the line number where import should start. Useful to skip headers or bad data.

Remove Quotes – Check to remove surrounding quotes in imported fields.

Enabled – For Kofax users, include inline attachment information.

Record Type (Record Types tab) – Name the record type (e.g., Header, Item). Alphabetically first record is treated as header.

Form / TableName / Description – Assign the import form, view the default table, and add a description for the record type.

Skip – Check to ignore missing or unwanted record types in the import file.

Identifier / Column Name / User Default Value / Use Viewpoint Default / Overwrite Import Value – Configure the columns:

• Identifier – Unique number for each column.

• Column Name – Name of the column.

• User Default Value – Enter a value to insert or replace data.

• Use Viewpoint Default – Apply Vista default values if the file is blank.

• Overwrite Import Value – Force the system to use the default value even if data exists in the file.

Cross Reference – Link imported values to Vista values using cross-reference tables.

Record Column / Beginning-Ending Position / XML Tag – Specify where fields are located depending on the file type (Delimited, Fixed Width, XML).

Format Info – Reformat data using methods like:

• Character Stripping – Remove spaces or specific characters.

• Date Format – Specify the date format used in the file.

• Length Format – Select specific characters from a field.

• Print Mask – Set numeric formatting for decimals.

Update Column / Update Key – For direct imports, select fields to update and keys to match existing records.

Prompt on Import – Ask the user for a value during import for fields that change per import.

Nullable – Indicates whether a field can be blank.

Notification Fields (Seq, Type, Destination Name, Notify on Success/Failure, Attach Log File) – Configure notifications for automatic imports.

Export/Import Template Directory – Specify a network folder for saving and sharing templates.