Why use the import of attributes?
Importing attributes is useful if you want to create mass attributes on Ermeo. The attributes created can be attributes of documents, databases, users or interventions.
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.
| Column | The presence of the value | Complementary information | Excel file order |
| code |
Optional |
This code is not compulsory. If you don't fill any value, |
Column A |
| name | Compulsory | Name of the attribute. Be sure that this attribute is unique and does not exist already on your platform. |
Column B |
| type | Compulsory |
Type of attribute. The possible types of attributes are :
|
Column C |
| description | Optional | Description of the attribute | Column D |
|
Choices |
Optional | Fill the values for your attribute A/B Choice or Multiple Choices. Be careful, the values need to be separated by ; |
Column E |
|
Default Choices |
Optional | Default choice if the attribute is a Multiple Choice attribute. | Column F |
|
Format |
Optional | Column G | |
|
Use red/green |
Optional | Red/Green color options if the attribute is a A/B Choice attribute. |
Column H |
|
Allow multiple values |
Optional |
Boolean : True or false Select true if you want to allow the selection of multiple |
Column I |
|
Minimum |
Optional |
Setting which define the minimum of a number attribute. |
Column J |
|
Maximum |
Optional | Setting which define the maximum of a number attribute. | Column K |
|
Unit |
Optional | Setting which define the unit of the number attribute. | Column L |
|
Step |
Optional | Setting which define the step for a Scale attribute | Column M |
|
Long Text |
Optional |
Setting which define if the option "Long Text" must be activated for a Text attribute. |
Column N |
- 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.
2. Fill in the data, including the types and names of each attribute. If necessary, complete the parameters (for attributes of type Number, Choice A / B and Multiple Choice).
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 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's not possible to update attributes thanks to an import.
For further
- 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.
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