Add/Edit Export Template

When you click Add template button above the list (or when you select Edit), a form will be displayed. Form is divided in five tabs:

First step – Template details

In first tab you enter basic template information and template file which will be used for export. Form contains following properties:

•  Name: Enter name of export template (translatable text). Required field.

•  Description: Enter description of export template (translatable text).

•  Template file: Contains Select file button, where you choose file containing the template. Required field.

Allowed formats are: .csv, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel, .xls, .xlsx, .txt, .doc, .docx, application/msword, application/vnd.openxmlformats-officedocument.wordprocessingml.document, .txt

Note: Since export template uses third part solution templater.info, you need to format file according to template.info format. Templater works by analyzing document and locating tags within the document. Tags can be inserted in 3 different formats:

[[TAG]],  {{TAG}} or <<TAG>>

If you want to display data from references on an entity, you can do that by formatting a tag e.g. [[item.tag]]

Read more about template.info formats here.

Read Templater user manual here.

 

Note: If you want format values in templates that are required to import into the Visma system, there are two methods that allow you to form values: FormatVismaPrice and FormatVismaValue.

FormatVismaPrice is used to format credit and debit values.

Example:

[[TAGNAME]:formatVismaPrice(1)]

[[TAGNAME]:formatVismaPrice(-1)]

Parameter 1 or -1 indicates whether the value will be negative or positive.

FormatVismaValue allows formatting values of maximum fifteen 0-placeholders. Values are added from the right to the left.

Example:

000000000000000

Value TEST

00000000000TEST

[[UniqueRow]:formatVismaValue()]

 

Note: Date and Time fields tags must be formatted to get fields written in correct localized format.

Example: For a date field in Swedish tag will look like [[DateTagName]:format(yyyy-MM-dd)]. To get information of possible formats for date and time, click here.

All date and time fields in NSP are saved as UTC time in NSP database. The result could be that when a date and time field is loaded to a template it could show wrong date because the time is not converted to correct time zone. To be sure to get correct data in the templates you can specify time zone to which the date and time field shall be converted in the format, e g [[DateTagName]:formatTimeZone(Central Europe Standard Time):format(yyyy-MM-dd)]. The list with available time zones is attached below.

Time Zone ID                                   Time Zone Display Name

Morocco Standard Time                     (GMT) Casablanca

GMT Standard Time                            (GMT) Greenwich Mean Time : Dublin, Edinburgh, Lisbon, London

Greenwich Standard Time                 (GMT) Monrovia, Reykjavik

W. Europe Standard Time                  (GMT+01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna

Central Europe Standard Time          (GMT+01:00) Belgrade, Bratislava, Budapest, Ljubljana, Prague

Romance Standard Time                    (GMT+01:00) Brussels, Copenhagen, Madrid, Paris

Central European Standard Time     (GMT+01:00) Sarajevo, Skopje, Warsaw, Zagreb

W. Central Africa Standard Time      (GMT+01:00) West Central Africa

Jordan Standard Time                         (GMT+02:00) Amman

GTB Standard Time                              (GMT+02:00) Athens, Bucharest, Istanbul

Middle East Standard Time                (GMT+02:00) Beirut

Egypt Standard Time                           (GMT+02:00) Cairo

South Africa Standard Time               (GMT+02:00) Harare, Pretoria

FLE Standard Time                               (GMT+02:00) Helsinki, Kyiv, Riga, Sofia, Tallinn, Vilnius

Israel Standard Time                           (GMT+02:00) Jerusalem

E. Europe Standard Time                    (GMT+02:00) Minsk

Namibia Standard Time                      (GMT+02:00) Windhoek

Arabic Standard Time                         (GMT+03:00) Baghdad

Arab Standard Time                            (GMT+03:00) Kuwait, Riyadh

Russian Standard Time                       (GMT+03:00) Moscow, St. Petersburg, Volgograd

E. Africa Standard Time                      (GMT+03:00) Nairobi

Georgian Standard Time                    (GMT+03:00) Tbilisi

Iran Standard Time                              (GMT+03:30) Tehran

Arabian Standard Time                       (GMT+04:00) Abu Dhabi, Muscat

Azerbaijan Standard Time                  (GMT+04:00) Baku

Mauritius Standard Time                    (GMT+04:00) Port Louis

Caucasus Standard Time                    (GMT+04:00) Yerevan

Afghanistan Standard Time               (GMT+04:30) Kabul

Ekaterinburg Standard Time              (GMT+05:00) Ekaterinburg

Pakistan Standard Time                      (GMT+05:00) Islamabad, Karachi

West Asia Standard Time                   (GMT+05:00) Tashkent

India Standard Time                            (GMT+05:30) Chennai, Kolkata, Mumbai, New Delhi

Sri Lanka Standard Time                     (GMT+05:30) Sri Jayawardenepura

Nepal Standard Time                          (GMT+05:45) Kathmandu

N. Central Asia Standard Time          (GMT+06:00) Almaty, Novosibirsk

Central Asia Standard Time               (GMT+06:00) Astana, Dhaka

Myanmar Standard Time                   (GMT+06:30) Yangon (Rangoon)

SE Asia Standard Time                        (GMT+07:00) Bangkok, Hanoi, Jakarta

North Asia Standard Time                  (GMT+07:00) Krasnoyarsk

China Standard Time                           (GMT+08:00) Beijing, Chongqing, Hong Kong, Urumqi

North Asia East Standard Time         (GMT+08:00) Irkutsk, Ulaan Bataar

Singapore Standard Time                   (GMT+08:00) Kuala Lumpur, Singapore

W. Australia Standard Time               (GMT+08:00) Perth

Taipei Standard Time                          (GMT+08:00) Taipei

Tokyo Standard Time                          (GMT+09:00) Osaka, Sapporo, Tokyo

Korea Standard Time                          (GMT+09:00) Seoul

Yakutsk Standard Time                       (GMT+09:00) Yakutsk

Cen. Australia Standard Time            (GMT+09:30) Adelaide

AUS Central Standard Time               (GMT+09:30) Darwin

E. Australia Standard Time                 (GMT+10:00) Brisbane

AUS Eastern Standard Time               (GMT+10:00) Canberra, Melbourne, Sydney

West Pacific Standard Time               (GMT+10:00) Guam, Port Moresby

Tasmania Standard Time                    (GMT+10:00) Hobart

Vladivostok Standard Time                (GMT+10:00) Vladivostok

Central Pacific Standard Time           (GMT+11:00) Magadan, Solomon Is., New Caledonia

New Zealand Standard Time             (GMT+12:00) Auckland, Wellington

Fiji Standard Time                                (GMT+12:00) Fiji, Kamchatka, Marshall Is.

Tonga Standard Time                          (GMT+13:00) Nuku'alofa

Azores Standard Time                         (GMT-01:00) Azores

Cape Verde Standard Time                (GMT-01:00) Cape Verde Is.

Mid-Atlantic Standard Time               (GMT-02:00) Mid-Atlantic

E. South America Standard Time      (GMT-03:00) Brasilia

Argentina Standard Time                   (GMT-03:00) Buenos Aires

SA Eastern Standard Time                  (GMT-03:00) Georgetown

Greenland Standard Time                  (GMT-03:00) Greenland

Montevideo Standard Time               (GMT-03:00) Montevideo

Newfoundland Standard Time          (GMT-03:30) Newfoundland

Atlantic Standard Time                       (GMT-04:00) Atlantic Time (Canada)

SA Western Standard Time                (GMT-04:00) La Paz

Central Brazilian Standard Time       (GMT-04:00) Manaus

Pacific SA Standard Time                    (GMT-04:00) Santiago

Venezuela Standard Time                  (GMT-04:30) Caracas

SA Pacific Standard Time                    (GMT-05:00) Bogota, Lima, Quito, Rio Branco

Eastern Standard Time                       (GMT-05:00) Eastern Time (US & Canada)

US Eastern Standard Time                 (GMT-05:00) Indiana (East)

Central America Standard Time        (GMT-06:00) Central America

Central Standard Time                        (GMT-06:00) Central Time (US & Canada)

Central Standard Time (Mexico)       (GMT-06:00) Guadalajara, Mexico City, Monterrey

Canada Central Standard Time         (GMT-06:00) Saskatchewan

US Mountain Standard Time             (GMT-07:00) Arizona

Mountain Standard Time (Mexico)  (GMT-07:00) Chihuahua, La Paz, Mazatlan

Mountain Standard Time                   (GMT-07:00) Mountain Time (US & Canada)

Pacific Standard Time                         (GMT-08:00) Pacific Time (US & Canada)

Pacific Standard Time (Mexico)        (GMT-08:00) Tijuana, Baja California

Alaskan Standard Time                       (GMT-09:00) Alaska

Hawaiian Standard Time                    (GMT-10:00) Hawaii

Samoa Standard Time                         (GMT-11:00) Midway Island, Samoa

Dateline Standard Time                      (GMT-12:00) International Date Line West

•  Language: Dropdown to select language of the document file. If you want to create exports in different languages you have to create an export template in each language separately.

 

Second step – Entities

In second tab choose root and child entity type for template. Use browse button to choose entity you want to export. Use browse button to choose entity you want to export. Available entities are: Base Request, Change Management, CI, Contracts, Cost centers, Custom entities, Customer Accounts, Incident Management, Invoice details, Invoices, Knowledge Base, Leased CI, Problem Management, Request, Service Catalog, Service Order Request, Worklog. Required field.

Note: In case of selecting worklog as entity root, you get the option to mark each exported worklog as exported, by clicking on the field  Mark each worklog as exported.

Example:

If you want to export all CIs and tickets for each CI:

e.g.

[[impose]]

[[item.ticketname]]

If the child reference has multiple rows it needs to be added to the table within the word.

 

 

Third step – Filter

In this step you add properties that should be possible to use as filter during execution. List of all existing properties for chosen entity are available in a dropdown, choose preferred one in dropdown or select browse icon  to open popup where you can search and select property. Click link Add filter property to add a new dropdown where you can select next property. Repeat until all properties you want to use as filter have been selected. Remove already selected with x icon.

When you execute the export you get a form where you enter the filter. The form contains all properties you select here and you can select for which you want to filter. It is possible to set filter for multiple properties.

Example: Create export template for CI entity. In this step choose Managed by property as filter property. In Execute process you defined an equal condition for this export parameter. (Managed by equal “nspuser”) Exported file will contains all CI where filter condition is met.

 

Fourth step – Mapping

In this step you perform custom mapping linking file tags to existing entity properties. Left part of form is a list of all tags existing in the selected Template file. The right part holds lists of all available entity properties for entity you selected in first step . Select appropriate property for each tag in the list or select browse icon  to open popup where you can search and select property. All tags are required and must be mapped.

 

Fifth step – Name pattern

In this step you create a name pattern for the export file. Right part holds a list of all properties (types: string, number or decimal) referred to entity selected in first step. You can click the property placeholder to include it in the name pattern along with other text. These placeholders will be replaced with the actual value when the file is created. Each created file name will contain also current date at the end.

 

Sixth step – Export settings

I this step you define property for sorting files in execution. The list of all referenced properties are available in link Set. If Property for execution sort is defined, system will create one file for each distinct instance of this property.

Example: Create export template for CI entity. In this step choose Managed by as execution sort property. In Execute process system will create zip file which contains as many files as Managed by properties has different values. For each Managed by values one file will be created.