Note: Selecting Software Schedule as the Trigger Type requires creating a Software Schedule. Create your schedule around any server or SQL maintenance that may occur in the Entré environment.
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Go to Configuration
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Select Automation Rules.
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Select Add.
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Name the Automation Rule.
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In Trigger, select New.
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Select the Trigger Type:
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Period
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Event
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Manual
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Software Schedule
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Press OK.
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In Actions, select Add.
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In Select Action Type, select CSV Import. Press OK.
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In Type, select Panel Import. If you do not see Panel Import as an option, ensure you have installed Entré Version 9.3 or higher.
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Select the Has header row checkbox to give your CSV file a header row.
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In Directory Path, enter the path your CSV is located. This location should also have a properties file named panel.csv.import.properties.
Note: The CSV file will be removed once processed. Before saving, ensure you have a copy of your original file.
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Press Save and Close.
Note: If any panels in the CSV file are rejected, they will be placed into a new file in the specified directory. The reject file name is the same as the uploaded CSV file but with .rej added to the file name.
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To manually trigger the Automation Driver, right-click Automation Driver and select Invoke Automation Rule.