Agile Import

We are on Agile 9.3.4 and we use import a lot. Under the business rules I want to have a certain part type already selected by a usergroup and not have it set to default. The users are importing new parts to the incorrect part type and while this can be corrected, we do thousands of parts this way. How do I set a Business Rule and have it stay that way for a user group after a log out?

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michaeldargis Agile Angel Asked on February 4, 2019 in Product Collaboration.
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4 Answer(s)

Correction to my question, this is under Default Types, not business rules.

michaeldargis Agile Angel Answered on February 4, 2019.
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Your issue seems more dynamic as in there are multiple usergroups and each one could have a different default part type.  This could become very complicated and my simple suggestion would be to only allow a small group to import.  You would end up with better results.  Then again this is my two cents as some solutions are simply too complex to attempt customization.

Patrick Lawrence Agile Angel Answered on February 4, 2019.
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The easiest solution is to make sure the import file includes the subclass name, then it’s just mapped in. The next solution is to create a custom import app, which will be a lot of work, but possible. Agile Import itself doesn’t expose events for custom operations, other than to build an external import solution.

keithrust Agile Angel Answered on February 5, 2019.
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Thank you both for the answers. I like the simple approach, add the subclass name.

michaeldargis Agile Angel Answered on February 5, 2019.
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