Overview

The Import Task Updates process in Regent allows clients to update Priority, Assignee, Due Date, Current Status, and Note data values for existing tasks, in bulk, via XML file import. 

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• The following schema should be used to create XML files to be imported for the Import Task Updates process:

  • Import Task Updates (need file)

Import Task Updates Process

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On the Import Task Updates Process screen, users should select the XML to be imported, per the schema linked above. The file MUST contain Task ID and External ID values for each task to be updated. If the any of the following values for the Task ID and External ID are sent on the import file, the existing values for these data elements will be overwritten:

1. Priority (taskPriorityCode)

2. Assignee (assignee)

3. Due Date (dueDate)

4. Current Status (taskStatusCode)

5. Note (note)

Data values sent on the XML must pass validation before an existing value can be overwritten. The following validations are in place within the process:

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