Older resources may have been created without codes, which later became mandatory.  The Product Export/Import feature used to fill in these codes automatically, but this could cause duplication issues.  The Export/Import will now stop with an error if codes are missing, so this feature was added to locate resources that are missing necessary codes, and update them all with an Excel import.

An Excel file with the relevant resources is downloaded, updated, then imported back into the system.

1.   Under the Reference menu, select Maintenance/Troubleshooting.  The Maintenance/Troubleshooting page opens.

2.   In the Import/Export Resource Codes panel, click Export Resources to export all relevant resources into an Excel file.  A standard Save / Open dialogue box appears.  Select if you want to Open the file, Save the file to your computer, or Cancel the download.

3.   In the Excel sheet, add the necessary codes.  The codes should be unique within each resource type (field, panel, etc.).  No other columns should be modified, and no records should be added to the list.  This feature is specifically for adding missing codes, and cannot be used to add resources or edit details.

Inactive resources will also be included to maintain internal connections.  These should also be updated.

If the Excel sheet is empty, then there are no resources missing codes.

4.   Once the Excel file has been saved with the changes, click the Browse button in the Import/Export Resource Codes panel to open a standard file selection window.  Select the Excel file and click Open.  The full path and filename is displayed in the Select File to Import field.

5.   Click Import Resources to upload the codes.