Bulk Load Template Sheet Layout

This topic describes a typical generated sheet when using the Export Bulk Load Template menu option.

Colors and styles are applied to the exported sheet:

  • dark colors style for header rows
  • yellow text for base group titles
  • mandatory fields have red title text headers
  • optional fields text headers are in white

Although an attribute that has nested attributes may be optional, if this attribute has mandatory nested attributes, then the containing attribute becomes mandatory. If a field is mandatory, it is shown on the sheet regardless of any Field Display Policy instruction to hide it.

The Field Display Policy that applies to a menu item from which a Bulk Load Template Export is carried out, is applied to the exported sheet as follows:

  • Titles of attributes
  • Sequence of the attributes
  • Group names
  • Hidden fields, with the exception of mandatory fields.

Note

  • Macros can be included in the loader to either be loaded as text or evaluated as part of the load. See documentation in this guide around evaluate_macros header for more details on macro behavior in the loaders.
  • A single sheet of a file can be used to manage multiple templates by adding additional header rows and data under them. A workbook file can include multiple sheets with single or multiple templates on each.
../../_images/sheet-header.png

Refer to the example sheet snippet. A bulk load sheet contains the following information: