Selecting and Formatting the Excel File
Specify the name of the vault directory to be updated
the treatment will be recursive in the subfolders.
Select the Excel file containing the information to be updated.
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If the Excel file contains multiple worksheets, you must specify the name of the worksheet that contains the columns with the information.
You must enter the name of the column—case-sensitive—that contains the name of the file in the vault.
Order of processing:
- Search from Excel - We go through each row of the Excel file and search for the file in PDM.
- Search from the repository - We go through each file in PDM and look for the corresponding entry in the Excel file.
Names of "Date" columns: To populate date-type fields, you can specify the name of the column that contains this type of field.
When multiple columns are of the Data type, the semicolon (;) can be used as a separator
Excel file format:
Each column in the file is used to enter PDM attributes; simply enter the name of the PDM attribute in the first row.
Some columns allow you to manage the tool's options, for example:
The file ID is contained in the Name column