Why use the import of attributes?
What is this feature?
Thanks to Ermeo, you can import new attributes quickly using an Excel file.
Import template of your attributes
The following columns must be present in the import file.
|Colonne||Présence de la valeur||Informations complémentaires|
|This code is not compulsory. If you don't fill any values, Ermeo will create values.|
|name||Compulsory||Name of the attribute. Be sure that this attribute is not already on your platform.|
|type||Compulsory||Type of attribute. The possible types of attributes are :
|description||Optional||Description de l'attribut|
|Compulsory||Fill values for your attribute A/B Choice or Multiple Choices. Attention, les valeurs doivent être séparés par un ;|
Allow multiple values
Boolean : True or false
Select true if you want to allow the selection of multiple values for a Multiple Choice attribute.
Setting which define the minimum of a number attribute.
|Compulsory||Setting which define the maximum of a number attribute.|
|Compulsory||Setting which define the unit of the number attribute.|
- Two attributes cannot have the same name.
- If the import fails, an error file will be automatically generated.
In practice, how to create new attributes?
Contextualization: Imagine a user wishing to import various document attributes into his Ermeo platform.
It would take too long to create these attributes one at a time. We are going to import attributes
1. Create an Excel file containing the columns mentioned above
3. Enter the platform then click on the Documents section. Then click on Attributes and then on Import.
4. Validate the import
5. Make sure that the import has been correctly carried out on the imports/Exports page.
In case of errors, an error file is generated. Within this file are attributes that could not be created.
What is the required order of the columns when importing attributes using an Excel file?
- Column A: code
- Column B: name
- Column C: type
- Column D: Description
- Column E: Choices (Different values of multiple choice or Choice A / B. Values must be separated by semicolons).
- Column F: Allow multiple values. Must contain a boolean (true or false), depending on whether multiple selection is allowed or not
- Colone G: Minimum. Parameter defining the minimum value of a number attribute
- Column H: Maximum. Parameter defining the minimum value of a number attribute
- Column I: Unit. Parameter defining the unit of a number attribute
The type column must contain the type of attribute that is imported. For now, the types of attributes that can be imported are:
What are the limits of importing attributes?
- It is not possible to import more than 200 attributes.
- For the moment, it is not possible to associate the attributes with a database from the import step.
- It is not possible to import multiple attributes for different Ermeo entities (documents, databases, users, interventions) using a single Excel file. For example, it is not possible to import attributes of users AND databases using a single file from Excel.
- It is not possible to cancel an import in progress.
- During an import, using an Excel file, the import is done from the top of the file to the bottom of the file. First, line 1 of the file is imported, then line 2 is imported, then line 3 etc.
- Within the Imports / Exports page, you will have a summary of the imports made so far.