Welcome to the Sysero Knowledge Base

• @wholeName
• @function
• #string(regulationSummary[1]/@publicationUrl)++Download Regulation

Before using this method of data import we recommend talking to Sysero, as we might have other options that suit your requirement. 

Please do the below steps in a test Data Room first, to make sure any date formats etc. are in acceptable format.

1. Go to Admin > Data Rooms > Edit Data Room > Advanced Settings > Import Bulk Data.
2. Download Excel Template.
3. If document upload is required add another column called (DocumentUNC).  Or if a http link is required as attachment add column (Link).
4. Populate Data.
5. Note if DocumentUNC path used it must be accessible by the Sysero server.
6. Save XLS and upload it on same page as you Downloaded Excel Template from.

Note:

• Multiple Repeater Rows : To import multiple values into repeater the import template will create the first set of columns for the first row.  Simply duplicate those columns directly after the first set in same order first set are, but rename the description outside of brackets to identify row number e.g. Repeater2(XMLField1/TextField1).
• For folder path imports to Taxonomy you can use a normal structure e.g. Folder1\SubFolder1.  To do this modify the Excel template, change the first Repeater/Taxonomy column name from e.g. XMLField1/TextField1 to ImportTaxonomy/XMLField1.  It will work out its parent repeater section and create any missing entries in the Taxonomy.
• CheckBox Fields : If you had for example choices Example1, Example2 and Example3 and needed to check Example1 and Example3, you would put Example1;Example3 in column.  So the delimeter is a ;.

If you have rows in a repeater with specifc values, enter the following in the OnSave Formula:

cast(XmlField1 as xml).value('count(!Xpath!)', 'varchar(50)')

and the following in the Add a repeater xpath field:

//RepeaterData/Repeat/*[@DatabaseValue="TextField2" and @Value="Rate2"]

Thiis assumes your repeater looks like this:
  <Repeat UserID="1014">
    <Data LabelText="Record Day or Hour" DatabaseValue="TextField2" Name="Record Day or Hour" Value="Rate2" />
  </Repeat>

1. Document needs to be added to a Document Library e.g. Knowledge Library.
2. Usually you will have one of two options on the search page:
   1. Icon allowng you to upload document, then complete profile.
   2. Button to create profile then attach document.
3. Once uploaded to a document library you need to edit the business process of the automated app you want this document to appear on.
4. Once in the business process editor you will find an option to Add Document, select the Document Library you added the document to, find the document, check selection box and click add.
5. Document will now be available in forms editor for inclusion.

Overview

Pre-requisits

Note : The below is only required for Cogent themed versions running on Sysero pre 1.22.0802.

First we need to add the below to the Javascript tab on Admin > Data Rooms > Design Form > Actions > Edit Search Header.

$(function() {
    // move subject page
    if ($('.searchShowSubjectPage').length > 0) {
        setTimeout(function(){
            let move = $('.searchShowSubjectPage').detach();
            $(move).prependTo('#pnlIndexResults').css('order','initial');
        }, 50)
    }
});

Create Web Report

• _DocumentID : EWSID that will make sure correct icon is shown.  Default it Web icon.
• _Path : If _DocumentID not available can pass a Path where is will use extension.
• _Title : Title to place next to icon as link.
• _Link : The link icon will take you to.

Create Wiki Page

Go to Admin > WikiPages and Create Wiki Page

In HTML for Wiki Page use format similar to below, please note below example uses two reports side by side.

Note : From Sysero version 1.22.0802 the below can be added to a new Wiki Page by going to "Load Existing" and selecting the two column report template.

<div class="LandingContent">
<h1>Welcome to Practice Home Page</h1>
<p>This area can be customised as required, including more reports, links or text etc. Click on refiners or search to find other documents.</p>
</div>
<div class="LandingReports">
<div class="LandingReport">
<h1>Most Used Documents</h1>
[Select Report1]
</div>
<div class="LandingReport">
<h1>Recently Uploaded Documents</h1>
[Select Report2]
</div>
</div>

In CSS add the following:

.LandingContent {
    padding: 20px;
    margin: 10px;
    background: #f9f9f9;
    border-bottom: 3px solid var(--main-colour);
    color: #121212;
    font: normal 22px/32px var(--font-header);
}

.LandingReport {
    padding: 20px;
    margin: 10px;
    background: #f9f9f9;
    border-bottom: 3px solid var(--main-colour);
}

.LandingContent { 
    text-align: center;
}

.LandingReports {
    display: flex;
    flex-flow: row wrap;
    justify-content: center;
}


.LandingReport {
    flex-basis: calc(50% - 20px);
}

.LandingContent h1, .LandingReport h1 {
    font-weight: bold;
    font-size: 24px;
    margin-top: 0;
    text-align: center;
}

.searchShowDefaultSearchContent p:last-child {
  margin-bottom: 0;
}

Assign Subject Page

Go to Admin > Data Rooms > Advanced Settings > Subject Pages

Create new subject page, select the new Wiki Page and Assigned the condition to the relevant refiner.

Importing Data

1. Job Scheduler
2. Excel
3. REST API

Job Scheduler

1. Create a Data Action that returns multiple rows that you need to import.  Output mappings should be mapped to target data rooms fields.  Please note you should not include Repeater sections as these need to be done with a seperate Job once record exists.
2. It is recommended you include a primary key field in the target DataRoom that should match a primary key value from the source data.
3. In the Job Scheduler create a Job using action DataRoom Importer, set the following fields:
   1. Application : Target DataRoom.
   2. Data Action : Data Action you just created.
   3. Primary Key : Field you identified to store primary key, will avoid duplicates and allow for updates from source data.
   4. Mode : Are you just adding, or allowing updates or removing records that no longer exist etc.
   5. Cient Company : Site that is owner of the data, more important if shared across multiple sites.
4. Double check values and save, any mistake here could result in data loss in another data room!
5. Run job and check results.

1. Create Data Action to select data from source using input mapping from Data Room to filter results as required.
2. Source data should return only rows and fields required to repeater for item filtered by input mapping.
3. Output mappings should be to target repeater section only and only single repeater section.  If more than one repeater needs populating it will require multiple data actions and jobs.
4. Create Job using Job Action Execute Data Action, set the following fields:
   1. Application : Target Data Room to iterate through items to execute data action against.
   2. Data Action : Data Action you just created.
   3. Initiate Field : If you need to filter only certain records to import against.
   4. Initiate Value : Value for above to match on.
   5. Complete Field : Field to write value to if data action has been run.
   6. Complete Value : Value to set for above.
   7. Mode : Either SyncRepeater or SyncRepeaterClearFirst, second one will clear repeater entries first.  Please note if any repeater fields is set to Unique Values in Forms Editor, it will use this like a primary key to avoid duplicate entries.
   8. Double check values and save, any mistake here could result in data loss.
   9. Run job and check results.

Excel

1. Go to Admin > Data Rooms > Target Data Room > Edit Data Room > Advanced Options > Import Bulk Data.
2. Click Download Excel Template, this will provide a template with the correct column headings based on the designed form.
3. Insert data into Excel Spreadhseet.
4. Back on Import Bulk Data page select saved spreadsheet.
5. Click import.
6. Wait for import to complete.
7. If there are errors an excel spreadsheet will be created with details on each one so that you can resolve and re-import.  Note this is one reason we recommend test instance first.

REST API

• Item : Submit
• Item : Update

• OnLoad (new only)
• Auto select row if one result returned