Map fields in Excel - Automate_Studio - Latest

Automate Studio with Studio Administrator User Guide

Product type
Software
Portfolio
Integrate
Product family
Automate
Product
Automate > Automate Studio
Version
Latest
Language
English
Product name
Automate Studio
Title
Automate Studio with Studio Administrator User Guide
Copyright
2024
First publish date
2018
Last updated
2024-07-22
Published on
2024-07-22T13:07:07.564657

To manually map fields, drag in the direction that the data will go. If you are uploading data from Excel to SAP, drag from Excel to the Mapper.

Note: If you already have a workbook that contains all the data, you can open that workbook and map it.
  1. Click a cell in the Excel preview column where you want to enter the data and drag it to the field row in the Mapper.
  2. Repeat for each field that you want to map to the data file.

    To map multiple fields at a time, select the rows in the Mapper, click a cell in the Excel preview, and then drag to the selected Mapper rows. Studio maps all the selected rows.

  3. Click Save and save the file.

    To prevent the data file headers from being overwritten, Studio automatically locks the headers. If you want to change the mapping, click Unlock Headers.

After you map the script, the next step is to Run: Upload the mapped data to SAP. Or see the information below for other mapping options.

When recording SAP Easy Access and GUI for HTML apps, click the Save button instead of pressing Enter on the keyboard to ensure SAP returns a No Changes made message if no field values are altered.

Other ways to map fields

Change the mapping direction to Upload to SAP, and then do one of the following:

  • For column-based mapping: Click the value in the Mapper row, click the drop-down arrow, click the column that you want, and then click Go.

    To see more columns, check the Show unmapped columns box. If you scroll to the end of the list and want to see additional columns, click the Load More Columns button.

    Note: The column selector is automatically set to map the field before the selected column, but you have two other choices. At the top of the column selector box, you can click Replace, or you can click Preserve, which is how you map multiple fields to a single column.

Change the mapping direction

  1. Select the field row in the Mapper.
    1. On the ribbon, on the Map tab, click Map Direction.
  2. Click the direction you want:
    • Upload to SAP
    • Fixed Value Upload: These are constant values, where the same value is used in every uploaded record. For example, Company Code might be a fixed value, whereas the Material Number or Employee ID will likely change for each record that is uploaded.
      When a field is set as Fixed Value Upload, additional settings are available, depending on the field:
      • Clear Header from Column removes the header from the data file, but does not remap the fields.
      • Clear All Data from Column removes the header and all values in the column, but does not remap the fields.
      • Delete Column removes the header and data from the data file and remaps the fields.
      • No Change in Column unmaps the field without making any changes to the data file.

Add or remove fields

  1. Click the View tab, and click Expert View.
  2. Check the Disabled Fields box to view the fields that have not been enabled.
  3. Select the field, and then check the box in the Enable column, or click the Map tab and then click Enabled on the ribbon.

Change the mapping

  1. Be sure that the headers are not locked.
  2. Drag from the Excel preview column to the field row in the Mapper.

    Studio shows the changes in red.

    By default, the field is inserted before the selected column, and the other fields are shifted.

    If you want to replace the previously mapped field, click the drop-down arrow, and then click Replace.

    If you want to map two fields to the same column, click the drop-down arrow, and then click Preserve.

  3. To commit the changes, click anywhere in the Mapper or the Excel preview.

Restore the scripts

  1. Be sure that the headers are not locked.
  2. Click Restore Mapping.
  3. Remap the fields.

Validation

When you create a script, you can ensure that anyone who runs the solution first validates the data in the accompanying data file before posting it. If you turn on validation, you do not need a separate validation sheet. Validation is ON by default.

Validate is not available for all GUI for HTML apps, so Allow Validation will be enabled only for those where it is available. Any validation errors appear in the validation log column. When you turn on validation, Studio adds a Validate Log column to the data file.

Turn on validation

  1. Click the Map tab, and then click Allow Validation.

    To turn validation off, click Allow Validation again.

  2. Map the Validate Log field in the Mapper to the row you want in the data file.

    Validation errors will be shown in the Validate Log column.

Validate: This will provide a success or errors messages for GUI for HTML apps that support validation.

Field Mapping and Data Handling

  • Field Order in Mapper: The order of fields under a header in the Mapper window is based on the metadata sequence.
  • Description Length: Only the first 50 characters of descriptions are uploaded.

Advanced mapping features

In the Mapper, you can also create nested loops, add conditions, specify which values are allowed for a field, and add transforms to adjust data. For more information, see the following topics:

Add If conditions

Add transforms

Advanced looping

Filter Mapper settings

Limit input values