File Format for Importing Documents
The following table describes the format of data in a document import spreadsheet. It defines the column header, whether the column is required, and the description of the data that can be entered for each column.
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In a spreadsheet, all discrete values (a value that must be one of few fixed values) must be entered as an internal value, not the display value. For example, for the Default Unit attribute, use as_needed (internal), not As Needed (display).
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Column Header
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Required
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Editable on reimport
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Description
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Type
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Yes
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No, class type cannot be changed for existing parts
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Class type, logical identifier, or an external type ID. For example, see the following:
For documents or its subtypes such as Agenda or Plan, the value is always wt.document.WTDocument.
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Name
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Yes
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Yes
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Document name
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Number
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No
If no value is entered, a number is auto-generated.
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No
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A default value may be auto-generated based on the OIR for the destination location of the document as well as the document type; otherwise, you can enter a number.
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Location
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No
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No
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The folder path to a target container. Default value is the root folder of the container where the action was initiated. Use the following format: /Default/<Folder Name>/
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Organization ID
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No
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No
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If not specified, the owning organization is set to the organization associated with the current container. It determines the organization to which the document is associated.
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Revision
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No
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Yes
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If a revision is not specified, the default starting revision is used. For example, for a new document, the revision is A.
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State
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No
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Yes
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Life cycle state of the document.
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