Question
Red Alpha, LLC
US
Last activity: 28 Jul 2023 13:23 EDT
Why is the Import Wizard link not available?
We have had success importing legacy system instances as cases using the Import Wizard in the Records tab of the Data Designer view of Work classes (case types). We have created a new case type (MET Manager Site Rating) that inherits from one of our other case types (Site Rating), and on the new case type the Export and Import links do not exist. How can I get the link to appear so that I can run the import wizard to import legacy MET Manager Site Rating instances? Both are Concrete classes. The METManagerSiteRating inherits from SiteRating, but there is no parent-child relationship.
Screen shots below to help in description.
NOTE that these are for the WORK class instances, not Data class.
Accepted Solution
Red Alpha, LLC
US
I discovered the underling issue and the subsequent resolution. I am unsure if this may be a bug in the system, but it seems the default "DataTableEditorReport" report definition for this new sub-class was not created by the system when the case type was created in App Studio. The METManagerSiteRating case type inherits from the SiteRating case type. The D_METManagerSiteRatingList is created by default by the system, with its source being the DataTableEditorReport report definition in the METManagerSiteRating class. As this RD did not exist, the Data Page fails, and nothing is displayed on the Records tab in Data Designer for this class.
To resolve, all I had to do was "Save As" the DataTableEditorReport RD from the parent (SiteRating) class into the inheiriting (METManagerSiteRating) class. Then the Records tab in Data Designer shows the records that exist, along with the Import/Export links.