EDMCS: Loading Requests to Multiple Viewpoints in a View

The 18.05 update of EDMCS added a new feature to load requests to multiple Viewpoints via Excel. The Viewpoints must be within the same View; but if you have multiple updates to the same application metadata this could be a slick way to bulk-load updates. This step-by-step shows a simple example of how to leverage this functionality.

Just a reminder: EDMCS Request Scripts need to be in .xlsx format, and the top row must have a header with the required columns for your update.

Below is a list of the available Actions that can be completed via the Request Script:

Here’s a reference for Request Scripts header column names:

To test out the new functionality, I created a simple Request Script with two tabs: Account and Product. For Account, I am adding a dummy account using the “Add” Action Code. For Product, I am updating the default alias, using the “Update” Action Code:

 

When looking at my View, I have 3 Viewpoints, including the 2 that I want to update with my Request File (Account & Product). This View is the default application View for an EPBCS application I have registered via the OOTB adapter.

I press “New Request” in the upper right hand corner to open the request panel to edit the hierarchies; then the “…” icon to select “Load Request Items” which opens the panel to upload my Request Script.

After uploading the Request File, I can see the changes to the interface that allow for toggling from one workbook tab/Viewpoint to another:

There’s also a toggle button to allow the user to opt-out of a load of a specific workbook within the panel. The number of sheets is displayed under the Request File name, and shows how many workbook tabs have been loaded into EDMCS.

Press the “Load” button to load the selected sheets. In EDMCS, both items appear in my Request panel on the left side. I can also review the added Account and updated Product by toggling between the two Viewpoints.

The Account Viewpoint with the added “Test – Rate”:

The Product Viewpoint with the updated alias:

Press the “Submit” button to apply the changes to the Viewpoints and update the metadata for the downstream EPBCS application.