on 04-17-2014 2:51 PM
HI Experts,
Is it possible to mass update Contract documents through Workbook? if yes please proivde the workbook.
Thanks
Kushagra A
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Hi Kushagra.
You can do it. it is some common.
I share you a link where you can see the file to show you step by step this funcionality.
Sorry but i havenot a file like example closer.
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HI Kushagra
Please use the below mention fields to update the current Contract Document. you can use an CSV file to upload this.
see the attachment.
# Field name: |
# Unique Agreement Name : This is the agreement's unique name to identify the agreement. |
# Agreement Class ID : This is the agreement's class ID. It is '1004' for Master Agreement and '1003' for Sub-Agreement. |
# Agreement Display Name : This is the agreement's display name. |
# Attachment Name : This is the attachment's display name. |
# Attachment Order Code : This is the attachment's order code to locate the attachment collected by the agreement. |
# Attachment Size (KB) : This is the attachment's size in KB. |
# Attachment Visibility : This is the attachment's visibility. Either Buyside only or Buyside and Sellside. |
# Added by : This field indicates who added this attachment. |
# Contract Document (Y/N?) : Please enter this field with either 'Y' or 'N' to indicate if you want to convert this attachment to a contract document. |
# Contract Document Type: Please enter this field with the display name of the contract document type. Check the Setup->Contract Document Type for available choices. |
# Contract Document Phase External ID: enter this field with the External ID of the contract document phase. The phase should be defined in the phase configuration of your contract document type. |
Let me know if this helps
Thanks
Kanchan
HI Kushagra,
Sorry for the delay, please check the file extension you are giving, the file extension must be as below
# FILE_NAME | String | true | Filename of contract document to upload. Can be filename only (e.g. sample.doc) or relative filepath (e.g. folder/another folder/sample.doc). If not specified an agreement without contract document is created |
Also All the Required fields = True needs to be present.
and the file needs to be in CSV format.
Thanks
Kanchan
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