To update a project template, the ‘Header Upload Action’ column value must be ‘Update’. Please refer to the Uploading section for more information on how to upload the Update action.
To carry out an Update to the existing project templates, More4apps recommend downloading them first on the sheet. Refer to the Download existing Project Templates section for more information on how to download.
To update a project template, the ‘Header Upload Action’ must have Update orUpdate records action if the values are to be updated or left blank if no processing of the data is required. ‘The Project Template Name’ or 'Project Template Number’ must be populated to update the header and/or child sections.
To update the key fields in the integrator, you must use the corresponding column name prefixed with ‘New’. For instance, to update the 'Project Template Name' field, the column header 'New Project Template Name' must be utilized.
Here are the key fields in the tool that require the corresponding column name prefixed with ‘New’ to update their values:
● Project Template Name
● Project Template Number
● Class Code
● Task Number
Once the necessary data entry changes are made, upload the changes to Oracle.
The ‘Accepted’ status is returned to the sheet if all the Updates for the sections are valid and uploaded successfully to Oracle.
Team Members section can be used to update all columns except Project Role and Team Member Name.
