{"id":43672,"date":"2018-09-04T00:44:48","date_gmt":"2018-09-04T07:44:48","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=43672"},"modified":"2019-01-24T03:32:49","modified_gmt":"2019-01-24T11:32:49","slug":"how-to-add-rules-for-importing-records-from-word-document-using-add-rule-wizard","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/43672\/how-to-add-rules-for-importing-records-from-word-document-using-add-rule-wizard\/","title":{"rendered":"How to add rules for importing records from Word document using Add Rule Wizard"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><i>Import Records from Word Document Wizard<\/i> enables you to import records from <i>Microsoft Word<\/i> compatible documents (*.docx, *.doc, *.rtf) into <i>TopTeam repository<\/i>. This wizard helps you import records of different record types along with their fields defined in paragraphs or in tabular format. <br \/>\nThis wizard can also help you import description of records in full rich text format containing tables, images, embedded <i>OLE Objects<\/i> and <i>Visio<\/i> diagrams.<\/p>\n<p><strong>Import Parser Rules<\/strong> help in parsing of the records from the Word document.<br \/>\nEach<strong> Import Parser Rule<\/strong> is defined for importing records of a single record type.<\/p>\n<p>In this article, you will learn how to add a new <strong>Import Parser Rule<\/strong> using <strong>Add Rule Wizard<\/strong>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p>You have read the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43655\/importing-records-from-word-document-to-topteam-repository-using-wizard\" target=\"_blank\">Importing records from Word document to TopTeam repository using wizard<\/a>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Navigate to Add Rule Wizard using Import records from Word Document Wizard<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1509945137635-1-1-1.png\" width=\"800\" height=\"536\" alt=\"media_1509945137635-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Add Rule Wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515997924353-1-1-1.png\" width=\"800\" height=\"622\" alt=\"media_1515997924353-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>IMPORTANT: It is strongly recommended that before you proceed to the next steps of this wizard, you open the Word document from which you are importing the records so that you can create rules that are in sync with the contents of your document.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Specify a range for the import i.e. start and end of the records to be identified for import<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515997986162-1-1-1.png\" width=\"800\" height=\"620\" alt=\"media_1515997986162-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>You need to select the range in which your record type exists, irrespective of the range that may contain another record type(s).<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Select a Record Type that represents the selected range<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515998027252-1-1-1.png\" width=\"800\" height=\"619\" alt=\"media_1515998027252-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><strong>NOTE: At one time, you can add a rule for importing records of a single Record Type.<\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Specify the format of records present in the selected range<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1531743623976-1-1-1.png\" width=\"800\" height=\"633\" alt=\"media_1531743623976-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>a.<strong> Each paragraph represents a record<\/strong>:<strong> <\/strong>Choose this option, if your records are defined using different paragraph styles.<br \/>\nb. <strong>Each table row represents a record<\/strong>: Choose this option, if your records are defined in the horizontal tabular layout.<br \/>\nc. <strong>Each table column represents a record<\/strong>: Choose this option, if your records are defined in the vertical tabular layout.<\/p>\n<p><strong>NOTE<\/strong>: <strong>By default, tabular options will be disabled if the selected range does not contain any tabular data. However, if the selected range contains tabular data then refer to the step numbers<i> 5b. <\/i>and<i> 5c.<\/i><\/strong><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">5a. Choose Each paragraph represents a record<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1531744137086-1-1-1.png\" width=\"800\" height=\"633\" alt=\"media_1531744137086-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Specify condition(s) to identify paragraphs that represent records<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1531744393246-1-1-1.png\" width=\"800\" height=\"619\" alt=\"media_1531744393246-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">a. <strong>Style Name(s)<\/strong>: if a paragraph that is representing records has styles applied to it, you can select styles.<\/font><br \/>\n<font color=\"#000000\">b. <strong>Heading Level(s)<\/strong>: if a paragraph that is representing records has heading levels applied to it, you can select heading styles.<\/font><br \/>\n<font color=\"#000000\">c. <strong>List Level(s)<\/strong>: if a paragraph that is representing records has multilevel list applied to it, you can select list levels.<\/font><br \/>\n<font color=\"#000000\">d. <strong>Text Search<\/strong>: if a paragraph does NOT have any styles applied to it ( or all three options above are NOT applied), mention a text that can be used to identify records and select from the following options:<\/font><\/p>\n<ul>\n<li><font color=\"#000000\">Paragraph starts with search text<\/font><\/li>\n<li>Paragraph contains search text<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1531744453358-1-1-1.png\" width=\"800\" height=\"619\" alt=\"media_1531744453358-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5b. Choose Each table row represents a record<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515999040365-1-1-1.png\" width=\"800\" height=\"624\" alt=\"media_1515999040365-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Specify Header Row Index (number), column name with Record Titles and Field mapping, as applicable<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515999299633-1-1-1.png\" width=\"800\" height=\"624\" alt=\"media_1515999299633-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5c. Choose Each table column represents a record<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515999325030-1-1-1.png\" width=\"800\" height=\"622\" alt=\"media_1515999325030-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Specify Header Row Index (number), column name with Record Titles and Field mapping, as applicable<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515999570081-1-1-1.png\" width=\"800\" height=\"622\" alt=\"media_1515999570081-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. The rule has been added and can be viewed in Import records from Word Document Wizard<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1515999725995-1-1-1.png\" width=\"800\" height=\"565\" alt=\"media_1515999725995-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>Similarly, you can add multiple rules for your <i>Import Profile.<\/i><\/p>\n<p>Once all rules have been created, refer to the article <a href=\"http:\/\/www.technosolutions.com\/kb\/43655\/importing-records-from-word-document-to-topteam-repository-using-wizard\" target=\"_blank\">Importing records from Word document to TopTeam repository using wizard<\/a> to continue with the next steps for importing records into <i>OneView<\/i>.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. Modify existing rules<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1531809572747-1-1-1.png\" width=\"741\" height=\"371\" alt=\"media_1531809572747-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>When you choose to modify a rule, <i>Edit Rule Wizard<\/i> opens as shown in the image below.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Edit Rule Wizard opens<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2019\/01\/media_1531809638923-1-1-1.png\" width=\"726\" height=\"552\" alt=\"media_1531809638923-1-1-1.png\" \/>\n<\/div>\n<div class=\"StepInstructions\">\n<p>Follow the wizard and modify the existing rule.<\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/43612\/using-import-records-from-word-document-wizard\" target=\"_blank\"><u>Using Import Records from Word Document Wizard<\/u><\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: September 4th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview Import Records from Word Document Wizard enables you to import records from Microsoft Word compatible documents (*.docx, *.doc, *.rtf) into TopTeam repository. This wizard helps you import records of different record types along with their fields defined in paragraphs or in tabular format. This wizard can also help you import description of records in full rich text format containing tables, images, embedded OLE Objects and Visio diagrams. Import Parser Rules help in parsing of the records from the Word document. Each Import Parser Rule is defined for importing records of a single record type. In this article, you will <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[46,288,210],"class_list":["post-43672","post","type-post","status-publish","format-standard","hentry","category-oneview","tag-import","tag-oneview","tag-word"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-bmo","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43672","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=43672"}],"version-history":[{"count":6,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43672\/revisions"}],"predecessor-version":[{"id":46960,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/43672\/revisions\/46960"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=43672"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=43672"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=43672"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}