Importing and Exporting Submission Route Contents
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Importing Submission Route Contents
You can add, update, or delete submission route information in bulk based on data registered in an Excel sheet. This feature is called the "submission route content import function."
Procedure:
Format of Data that Can Be Imported
In the import process, data on the Excel sheet is imported via the clipboard. Specifically, copy the range describing the settings from the Excel sheet to the clipboard, and import it into the "Route Details" tab of the Submission Route Definition (Maintenance) screen. On the sheet, each item is described in its own column.
The following explains the format of data that can be imported in detail, but if you find it difficult to understand, try exporting the content of an existing submission route definition and pasting it into an Excel sheet. The exported data (complying with the rules below) can be imported as is.
Rules for Row Arrangement
The first row in the copy target range on the Excel sheet is a "header row," followed by an arbitrary number of "detail rows." The header row indicates the meaning of each field in the detail rows. Each detail row represents update information for one participant. You can place blank rows anywhere within the copy target range. Blank rows are simply ignored.
The rules for arranging header and detail rows are as follows:
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The first row (other than blank rows) in the range must be a header row.
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After the header row, you can place any number of "detail rows." The arrangement of fields in those detail rows must be as indicated by the most recent header row.
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There can be multiple header rows within the range.
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Each detail row represents the update content for one participant. You can use multiple detail rows for one participant. In that case, the detail rows are processed in the order they appear on the sheet.
CLEAR_SUBMISSION_PATHS Command
This command indicates clearing the submission route contents.
To specify this command, write CLEAR_SUBMISSION_PATHS in the first field of the row. There are no detail rows, only the header row.
UPDATE_SUBMISSION_PATH Command
This command indicates updating the "submission route" content.
Rules for Header Row Content
The header row consists of the fields listed in the table below.
| Field Name | Required | Number of Fields | Field Position | Content (Field Notation) |
|---|---|---|---|---|
Command |
✓ |
1 |
Always the first field |
Fixed value: "UPDATE_SUBMISSION_PATH" |
Record Type |
✓ |
1 |
Always the second field |
Fixed value: "HDR" |
Participant |
✓ |
1 |
Optional |
Fixed value: "PARTICIPANT" |
Include in Route |
― |
1 |
Optional |
Fixed value: "IN_ROUTE" |
Auto Approval |
― |
1 |
Optional |
Fixed value: "AUTO_APPROVAL" |
Submission by Deputy |
― |
1 |
Optional |
Fixed value: "SUBMISSION_DELEGATED" |
Submitting Participant |
― |
1 |
Optional |
Fixed value: "SUBMITTEE" |
The command UPDATE_SUBMISSION_PATH indicates that the detail rows following this header row are instructions to update the submission route.
The record type "HDR" indicates that this row is a header row.
The three fields that are always required are the Command, Record Type, and Participant. The others can be added or omitted as needed.
The order of fields other than Command and Record Type is optional.
Rules for Detail Row Content
In the detail rows, appropriate values are specified for each field indicated in the header row. Therefore, each detail row must have the same number of fields as the preceding header row. Additionally, the fields in the header row and detail rows correspond in the same order. The specified values for each field in the detail rows are as follows:
| Field Name | Content (Field Value) |
|---|---|
Command |
Specify the same command as the preceding header row |
Record Type |
Fixed value: Indicates that this row is a detail row. |
Participant |
Label of the participant who is the starting point of the submission route to be added, updated, or deleted. Specify the label of an existing participant. |
Include in Route |
If including the above participant in the submission route, specify TRUE; if excluding from the submission route, specify FALSE. |
Auto Approval |
If auto-approval is to be performed for the participant, specify |
Submission by Deputy |
If submission by deputy is allowed for the participant, specify |
Submitting Participant |
Label of the participant to which the above participant submits in this route |
Exporting Submission Route Contents
You can paste the submission route contents into an Excel sheet in the format described above for import (the steps involve exporting data to the clipboard and then pasting from the clipboard into the Excel sheet). You can modify the content of this sheet and import it again.
Procedure: