Import Attached Documents Data

Attached documents data can be imported from an Excel spreadsheet.

1. Open the Instrument List grid and select Attached Documents in the Import section of the Manage section.

   The Attached Document Import wizard window is displayed:

   

2. Select Browse and select the Excel file from which data is to be imported.

3. Select Next >.

   The next window shows all the columns in the Excel spreadsheet to be imported.

4. Select an existing Field Mapping (if one for this Import type exists) from saved mappings dropdown or use the automatic mappings created by AVEVA Instrumentation and make changes to these mappings (if required).

   

   Note: To minimize the possibility that data currently being worked on by another user may be affected by an import, a list of the users working on the current project is available from the UserCount link. The number of current users is displayed next to the link. This total includes the user performing the import.

   Excel Column Name fields display the names of the columns in the spreadsheet. The AVEVA Instrumentation Field fields displays the Instrumentation fields they are mapped to.

5. To map an Excel Column to an AVEVA Instrumentation database field, select within the AVEVA Instrumentation field (adjacent to the relevant Excel Column Name field) and select the required AVEVA Instrumentation field from the dropdown list.

6. To exclude a field from the import, select Clear within the grid against the field that needs to be excluded, or select the blank entry from the mapping dropdown list.

   Note: AVEVA Instrumentation automatically checks each Excel Column Name from the first row in the Excel worksheet against field names in the AVEVA Instrumentation database (if not found then field Captions—as set in the Grid Manager). If a match is found, AVEVA Instrumentation automatically adds the Field Name to the mapping list. You can select a different field from the mapping list if required.