Can we change the subclass of a Part from an import file?
We have several hundred Parts with the subclass ‘Standard Part’. These are older parts that were originally added to Agile incorrectly. We want to change each of them to a different subclass of ‘Product SKU’. We can do this manually for each in the Web client. When we hit the Edit button, it warns us that Page Three will be cleared. This is fine and we continue. The subclass changes and we are happy. But doing this several hundred times by hand is not desirable. We then built a csv file and tried the Import utility, selected Item, and it did allow us to map the subclass attribute. When we hit Import, it fails with errors like:
The type of ‘PART-1234’ cannot be changed since the object ‘PART-1234’ exist.
So, my question is, is there an automated way to accomplish this?
Per the 184.108.40.206 Import/Export User Guide, “For items in the import file that already exist in the target system, a type mismatch rejection error occurs if the default type assumed by import does not match the existing object in the target system.” So either the subclass in your import file is the default, or it will error out.
If you want to convert all of the wrongly-typed “Standard Part” items to “Product SKU”, set “Product SKU” as the default subclass for Items in Import, run your file through and then change the setting back to what you would normally want. I am not 100% sure this will work, but I think it is worth a try.
I got it to work with the Import tool by changing the preferences.
Your csv file should look like this if you open it with Notepad. In this example, all 3 parts currently have a subclass of ‘Standard Part’. I am changing 2 of them to ‘Product ID’ and 1 to ‘Product SKU’.
Using the Import tool, click the Preferences button
Smart Rules Warning Violation Behavior: Reject Objects
Reference Designator Qty Mismatch Behavior: Reject
Behavior upon non-existing objects: Reject
Change Mode: Authoring
Default Item class: Parts
Default Part type: Product SKU — this may not be necessary to change, but it worked for me
Hit Save to save the preferences. Hit Next. Choose Item only. Hit Next.
Data Mapping: ( o ) Define attribute mapping in next step
Data Transformation: ( o ) No transformations are necessary
Redline Options: ( o ) Updates do not require redlining
For the mapping
Part –> Parts > Title Block > Number
Part_Type –> Parts > Title Block > Part Type
Hit Next and then Import
Keep in mind that once I hit that Import button, every attribute on Page Three will be wiped out and deleted for each of those parts being updated. So, I am going to extract the PAGE_THREE table for these parts first and save to a file before I do the Import.
Sorry folks. But the above answer is INCORRECT. My test was successful because another user logged in to Agile and converted my 3 test parts BEFORE I ran my test import file. So, the subclass matched what they had changed it to earlier in the day. My next test FAILED. So, I guess we will need to convert each manually in the web client.