Custom Widget for Bulk Updating (Requests, Changes, Problem, Project, Release, Task, User, Technician) from a XLS

Custom Widget for Bulk Updating (Requests, Changes, Problem, Project, Release, Task, User, Technician) from a XLS

Requirement:
The Custom Widget enables users to efficiently perform bulk updates on requests, changes, releases, problems, or projects. Users can upload an XLS file containing entity IDs and provide the input JSON in a text box. The system processes this data to update the corresponding entities seamlessly, significantly reducing manual effort.

Steps to configure:
  1. Extract the ZIP file (xlsx.js.zip) and move the JavaScript file (xlsx.js) to the <SDP_Home>/custom folder.
  2. Add the attached html file (generic_update.html) as a new dashboard widget.
    Login to SDP application as SDAdmin role -->  Click on Dashboard tab --> Click on New Widget --> External Widgets -->  Give some widget name --> Select the widget type as File and upload the downloaded html file (generic_update.html) --> Click add button and save the configuration 


  3. Based on the module to be update, we need to select the entity type.

  4. In the 'JSON Input' field, provided the required update data as a json format as per the api documentation.

  5. In the XLS, select the required field in the widget, and click on the process data button.
  6. Once that button is clicked, the widget will start processing data and the results will be printed in the widget itself.
  7. We can scroll down and see the result.


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