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 How to insert these widgets?

      5. Reference
          5.6. Import / Export
 5.6.2. Import ideas (CSV file)  

This function helps to create numerous ideas, from a text file containing delimited records (database statement) : character separated values (CSV).

To import ideas, follow the steps below :

 Select or create a parent idea,
 Prepare a data file containing the records (for example, a list of films Title@French-Title@Type-Keywords@Year@Duration@Critics@Character1@...@Character7).
 Configure the current document (options), so that custom fields names correspond to record values,
 Invoke import idea function (in Ideas menu).
 In the dialog box (figure 4.8), define fields to be used, the order in which they must be read to match record fields order, and set the delimiting character,
 Validate or correct the import format choice. Ideas are imported in the read order, and become children of the current idea.

Expected values for each field :

  • Title : string (interpreted as idea title),
  • Text : string (interpreted as idea text),
  • Keyword : string (interpreted as idea keyword),
  • Type : integer (1 for idea type, 2 for glossary type, 3 for bibliographic notice type),
  • URL : string (interpreted both as link displayed value and link address ; if you wish to distinguish between this URL name and its value, see the "Delimiter" paragraph), 
  • Image : string (interpreted as local path to image file, and as image legend (the file name) ; if you wish to distinguish between this image name and its path, see the "Delimiter" paragraph),
  • Document : string (interpreted as local path to document file, and as link to document name ; if you wish to distinguish between this document name and its path, see the "Delimiter" paragraph),
  • Custom fields 1 to 32 : string
  • Start date : string, formatted as a date (mm/dd/yy) : interpreted by WIT as task start date. Ignored if incorrect.
  • Due date : string, formatted as a date (mm/dd/yy) : interpreted by WIT as task due date. Ignored if incorrect.
  • Effective end date : string, formatted as a date (interpreted ) : interpreted by WIT as task end date. Ignored if incorrect.
  • Estimated time : integer. Interpreted as duration (number of days).
  • Estimated spent :  integer. Interpreted as duration (number of days). 
  • Completion (%) : integer. Interpreted as task completion percentage (from 0 to 100).
  • Status : string (interpreted as value for task status).
  • Category : string (interpreted as value for task category).
  • Risk / Priority : string (interpreted as value for task risk / priority).
  • Assigned to : string (interpreted as value for task assignment).
  • Created by : string (interpreted as value for task author/emitter).
  • Description (META) : string (interpreted as idea comment inserted into HTML meta tags).
  • Script Prologue : string  (interpreted as script prologue)
  • Script Epilogue : string  (interpreted as script epilogue)
  • Creation date: string, formatted as a date - time (mm/dd/yy hh:mm) : interpreted by WIT as idea creation date. Ignored if incorrect.
  • Modification date : string, formatted as a date - time (mm/dd/yy hh:mm) : interpreted by WIT as idea modification date. Ignored if incorrect.
  • Revision : integer, interpreted as idea revision index.
  • Idea identicator : optional string (interpreted as idea identifier. Replaced by WIT by an automated value if it is not unique or contains special (unauthorized) characters).
  • Idea Level : optional integer (represents the depth level of idea in the tree : used by WIT to re-create a tree instead of doing a "flat" import).
  • Publications : string (interpreted as link to a publication). [To be effective, the links are made with the concatenation of the author name, a space character, and the title].

Delimiter

Fields are delimited by a separator character (separator 1). A secondary delimiter (separator 2) is used to analyze multiple element fields such as keywords, images, documents, or URLs fields.

For images, documents or URLs fields, a third delimiter allows to distinguish between their names and actual paths. When this third delimiter is not found in the analyzed text, the current field value is affected to both title and path of document / image / URL. When it is found, the value analyzed before the delimiter is the name, and the value analyzed after the delimiter is the path.

Example 1 :

The analyzed field (images) is : "c:\tmp\img1.png, c:\tmp\img2.png"

Two images are recognized :

  • image 1 with "img1.png" title and "c:\tmp\img1.png" path
  • image 2 with "img2.png" title and "c:\tmp\img2.png" path

Example 2 :

The analyzed field (images) is  : "Title of image 1 | c:\tmp\img1.png, Title of image 2| c:\tmp\img2.png"

Two images are recognized :

  • image 1 with "Title of image 1" title and "c:\tmp\img1.png" path
  • image 2 with "Title of image 2" title and "c:\tmp\img2.png" path

Note : you can specify a same target field several times : in this case, imported values will be concatenated to this field.

Note : it may be useful to sort data in the file to import, in order to control final children idea sequence.

Note : When the UNICODE (UTF8) character set is chosen in the WIT options, check the "UTF-8" box if you want to force UTF8 decoding of the imported text. By default (unchecked box) WIT decode the file text according to your current Windows character set (locale page code).

Fig 4.8 : Import ideas from a delimited record file.
Fig 4.8 : Import ideas from a delimited record file.
Tasks
Start date2008/09/10
Due date2008/09/10
Percent finished100 %
Effective end date2008/09/10
CategoryV5.10
V5.20
V5.32