¶ Add Records To Table Documentation
This documentation provides an overview of the Add Records To Table task in Planning. This task allows users to import data from files into specified tables within the Planning system.
¶ Purpose and Overview
The Add Records To Table task enables automated data importing from structured files (such as CSV files) directly into Planning tables. This is useful for:
- Bulk data imports
- Regular data updates
- Data integration from external systems
- Populating test or production environments with data
¶ Configuring the Add Records To Table Task
Before using the Add Records To Table task, you need to configure the task parameters. These include:
¶ Required Fields
- Name: A descriptive name for the task (e.g., "Add Customer Records to Sales Table")
- Description: A brief explanation of what the task does
- Task Type: Select "Add Records To Table" from the dropdown
- Model: The Planning model that contains the target table
- Table Name: The specific table where records will be added
- File: The source file containing the data to be imported (e.g., CSV file)
¶ Optional Settings
- Mark output file as private: Check this box if you want to restrict access to any output files generated during the import process
¶ Using the Add Records To Table Task
Once the task is configured, you can utilize it within a Planning flow. Follow these steps:
- Open the Planning web application in your web browser
- Log in to your Planning account using your credentials
- Go to the "Task" section and click on "Create New" button
- Fill in all required fields as described above
- Click on the "Save" button to create the task
- Go to "Flow" section and click on "Create New"
- Fill in required fields for the flow and click on "Add Task"
- Select the Add Records To Table task you created
- Click on "Save" button to save the flow
- Click on "Execute" button to execute the flow
- Planning will process the source file and add the records to the specified table
¶ File Format Requirements
For successful data importing, ensure your source file meets these requirements:
- Format Compatibility: Files should be in CSV or another supported tabular format
- Header Row: The first row should contain column headers that match or can be mapped to the table fields
- Data Types: Data in each column should match the expected data types in the table
- Required Fields: All required fields in the target table must have values in the source file
¶ Troubleshooting
If you encounter issues while using the Add Records To Table task, consider the following troubleshooting steps:
- Verify that the source file format is correct and compatible
- Check that column headers in the source file match the field names in the target table
- Ensure that data types in the source file are compatible with the table fields
- Review any error logs or messages generated during the import process
¶ Conclusion
The Add Records To Table task in Planning provides a convenient way to import data from files into Planning tables. By configuring the task parameters and specifying the desired file and table, users can easily populate tables with data and perform post-import operations to manage and validate the imported records.