Creating and Managing Import/Export Templates

Saved import/export templates can be managed from within the Templates Manager. To open the Templates Manager, choose File > Manage Repository > Profiles and Templates > Templates Manager. If a standard database (*.rsr9) is currently open, you will be managing the templates stored in a local template library (*.xrt8) that is active for your computer, and you will be able to browse for another template library, if desired. If an enterprise database (SQL Server or Oracle) is currently open, you will be managing the templates stored within the enterprise database itself.

The Import/Export Template window allows you to add a new import/export template or edit an existing one. It is accessed by clicking the Add button or the Edit button on the Import/Export Templates page of the Templates Manager. It also can be accessed from within the Import from Excel window or from the Export to Excel window by clicking the Add Template icon.

You also can choose an import/export template to edit and click Edit Selected Template icon to edit that template.

Each import/export template is associated with a particular data type. If you are adding a new template from the Import from Excel window or from the Export to Excel window, the Import/Export Template window is automatically set up to work on a new template for the selected data type (e.g., if you are creating a template for FMEA data, the window shows the FMEA fields). If you are adding a new template from the Templates Manger window, you will be prompted to choose an import type that specifies the type of data you want to import. Note that if you are editing an existing template, you cannot change the data type that it is associated with.

On the left side of the window, specify a name for the template and, if desired, enter a description.

The Import/Export Template window is divided into two sections:

The Available Fields area displays all of the fields available for inclusion in the template. The fields are presented in a tree structure. Click the plus (+) button to open a group and display the fields within that group. Click the minus (-) button to close a group and hide the fields within the group. You can use the Expand Tree and Collapse Tree icons in this area to expand or collapse the tree.

To select a field for inclusion in the template, you can do one of the following:

- Double-click the field in the Available Fields area.
- Select the field in the Available Fields area and then click the Include icon (>) between the two sections.
- Drag the field from the Available Fields area to the desired location in the Selected Fields area.

For the first two methods, the field will be added to the bottom of the list in the Selected Fields area. When you drag a field, it will be placed in the position where it is dropped.

You can select multiple fields for inclusion in the template by clicking the first field in the Available Fields area and then pressing CTRL and clicking additional fields or by clicking the first field and then pressing SHIFT and clicking another field to select all fields between the two. Then click the Include icon (>) to move all highlighted fields to the Selected Fields area.

The Selected Fields area displays the fields that have been selected for inclusion in the template, in the order in which they appear in the source file. To change the order of the fields, you can:
- Click and drag the selected field to the desired location.
- Select the field in the Selected Fields area and then use the arrows at the right of the area to move the field up one position or down one position with each click.

Note that if you are creating a template that includes FMEA data, you can include separate columns for Prevention and Detection controls by selecting the Show Two Control Columns check box. To include the descriptions for both types of controls in the same column and include the control type in another column, clear the Show Two Control Columns check box. For more information about controls, refer to Controls.

Once you have arranged the import/export template to suit your needs, click OK. Your new template will now be available in the drop-down list in the Import from Excel window or from the Export to Excel window.