Edit Check Actions on the Draft Spreadsheet
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In order to execute edit checks successfully in an upload, there are additional options for Edit Check Actions that you must enter on the Draft Spreadsheet, as shown here.

 

 

The following table describes these options and the keywords that you must enter into the spreadsheet:

 

Architect

Draft Spreadsheet

Edit Check Action

Option

Action Option

Action Message

Add Comment

Message

 

Message

Add Deviation

Deviation Code

Deviation Class

Message

Deviation Code

Deviation Class

Message

Add Form

Form Name

Form OID

 

Add Matrix

Matrix Name

Matrix OID

 

Custom Function

Custom Function Name

Custom Function Name

 

Merge Matrix

Matrix Name

Matrix OID

 

Open Query

Marking Group

Require Response Y/N

Require manual close Y/N

Query Message

Marking Group Name

"Requires Response"

"Requires Manual Close"

Message

Place Sticky

Marking Group

Sticky Message

Marking Group Name

Message

Requires Review

Review Group

Review Group Name

 

Requires Verification

 

 

 

Send Message

Target Type

Target

Urgency

Message

"Role" = Role Name

"User" = User Name

"User Group" = User Group Name

"Urgency" = "high" or "normal" or "low"

Message

Set Data point

Don't Enter Empty if False Y/N

"EnterEmptyIfFalse"

"Don'tEnterEmptyIf False"

Value

Set Subject Name

 

 

 

Set Subject Status

Subject Status

"FromDataValue"

Subject Status

 

Set Time Forward

 

 

 

Set Time Zero

 

 

 

Set Non Conformant

 

 

 

Update Folder Name

Use Name String

String

"true"

"false"

 

Update Form Name

Use Name String

String

"true"

"false"

 

Set Secondary Subject Name

 

 

 

Set Data point Visible

Visible Y/N

"true"

"false"

 

Set Form Requires Signature

 

 

 

Set Folder Requires Signature

 

 

 

Set Subject Requires Signature

 

 

 

Set Dynamic Search List

Custom Function Name

Custom Function Name

 

 

Note: If more than one option is required for an edit check, you must separate the options by a delimiter.  You can configure the delimiter as the ArrayDelimiter custom property on the spreadsheet by selecting File>Properties>Custom in Excel.  The default delimiter is a comma (,).

 

 

Related Topics

 

 

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