Excel to records section

This refers to the Excel to Tririga section in the Tririga Object Map on the offline form. This section defines field mapping from the offline form to IBM® Maximo® Real Estate and Facilities form fields. The following describes the tags used for mapping from an Excel spreadsheet to records:
Excel to Tririga
This tag is the root of the Excel spreadsheet to record mapping and encloses all other tags in the map.
Properties:
None
End tag:
End
Association

This tag tells the mapping engine to create new child records from a specified business object, trigger a specified action on the new records, and associate them with the parent record. Field tags within the Association tag define how data in the Excel spreadsheet will be mapped into the newly-created child records.

If Field tags contained within the Association tag reference multiple values, then the Association tag will create multiple records. The number of records created is equal to the maximum number of values referenced by the enclosed Field tags.
Properties:
  • Association Name - The name to put on the parent side of the association.
  • Module Name - The name of the module that contains the business object that will be used to create records.
  • Object Type Name - The name of the business object that will be used to create records.
  • Action - The name of the action to trigger on the newly- created records.
End tag:
End Association
Selector

This tag is similar to the Association tag except that no new child records are created. Instead, the Selector finds existing records associated to the parent so they can be modified. Field tags within the Selector tag define how data in the Excel spreadsheet will be mapped into the child records found by the Selector.

Optionally, the Selector can specify a filter that compares a field value in the child records to a value in the map. It also can filter by record type. Use this mechanism to find a single associated child in a list of children.
Properties:
  • Association Name - The name to put on the parent side of the association.
Optional Properties:
  • Field Name - The name of the field in the child record to use in the comparison.
  • Module Name - If this is specified, only records created by business objects in the named module are included.
  • Object Type Name - Only records created by the specified business object are included.
End tag:
End Selector
Field

This tag defines how values in the Excel spreadsheet are mapped to a single field in a record or records. This tag can appear anywhere in the mapping hierarchy. The field mapping is applied to records that correspond to that level in the hierarchy.

If only one reference property is specified, a single value is retrieved from the referenced cell in the spreadsheet and put into the specified field in the records.

If a second reference is specified, the mapping engine collects all values in the spreadsheet from the first reference (inclusive) to the second reference (exclusive). The collected values will be set to the given field in the records sequentially. This mechanism is most useful inside an Association tag.

If a Field tag inside an Association tag references a range of three values, the Association tag creates three child records and sets the first value to the given field in the first created record, second value to the second record, and third to the third. Use this mechanism to extract line items from the spreadsheet to create line item records.

Excel formatted Time fields are correctly distilled into Maximo Real Estate and Facilities.

Duration fields can be distilled when they are entered into the Excel spreadsheet in the following format where each element is optional: y Year(s) m Month(s) w Week(s) d Day(s) h Hour(s) m Minute(s) s Second(s). For example, 2 Year(s) 3 Month(s) 4 Day(s) and 5 Month(s) 2 Week(s) 7 Hour(s) 15 Minute(s).
Properties:
  • Section Name - The name of the section that contains the field to be mapped. For smart section fields, specify the BO smart section name, for example, triParkingClause.
  • Field Name - The name of the field to which data will be mapped.
  • Cell Reference 1 - A reference to the cell that contains the data to be put into the field.
Optional Properties:
  • Cell Reference 2 - A reference to a second cell in the document. Specifying a second reference indicates that this Field tag is working with a range of values from the document.
End tag:
None

For a referenced smart section, such as a live link or reference only section, you can have the distill look up an existing record to use as the association in the section. Instead of the Field name, use the keyword OfflineFindById or they keyword OfflineFindByName and then reference the record Id or the published name of an existing record for the distill to use as the associated record for the section. If you do not use either OfflineFindById or OfflineFindByName, the distill creates a new associated record based on the information in the Excel spreadsheet and uses that for the section.

For a single row smart section when a row already exists on the smart object being distilled to, the distill updates the existing smart section row with the data in the Excel spreadsheet.

For a multiple row smart section when rows already exist on the smart object being distilled to, the distill deletes all existing rows and replaces them with the rows specified in the Excel spreadsheet.