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Configure XML files on Change

You've decided to generate XML files for item revisions released on a change and post the file in the Change's Chatter tab. 

The following are instructions for turning on XML export file, and what fields to include in the XML file so that the destination system will have all of the information it needs to do an import or update.

Steps:

  1. Define the data to export
  2. Turn on XML Export

Step 1. Define the Data to Export

See "Define Data to Export to XML" article

Step 2. Turn on XML Export

To turn on the automated XML Export function:

1.  Go to Setup.

2.  Go to Custom Settings.

3.  Note the label Configuration. Click Manage.

4.  Create a new setting:

Name: XMLExport
Value: true

 


Generating XML Files

To generate an XML file, you simply need to release a Change Order. To re-generate an XML file for the same Change, un-release the Change and then re-release it.

Note that only those Change types that release Affected Items will generate an XML file.

You can also generate an XML file by releasing an item without a Change Order, if your configuration allows this.

Here'a a sample XML file:

<?xml version="1.0" encoding="utf-8"?>
<PropelExport>
<ChangeOrders>
<Details>
<name>ECO-00016</name>
<title>Revert to prior Battery Module</title>
<description_5000>Revert back to simple battery module and documentation</description_5000>
<category.name>ECO</category.name>
<createddate>2017-10-23 23:50:24</createddate>
</Details>
<AffectedItems>
<item_category>Finished Goods</item_category>
<item_revision.has_bom>true</item_revision.has_bom>
<item_revision.has_aml>false</item_revision.has_aml>
<item_revision.has_attachments>false</item_revision.has_attachments>
<notes></notes>
<item_revision.master_item_number>100389</item_revision.master_item_number>
</AffectedItems>
</ChangeOrders>
<Item>
<Details>
<name>100389</name>
<category.name>Finished Goods</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name>manuals</item.category_name>
<item.name>100222</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name>assembly</item.category_name>
<item.name>100690</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name>DHF</item.category_name>
<item.name>D-00001</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>2</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name>carton</item.category_name>
<item.name>100725</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name></item.category_name>
<item.name>D-00028</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name></item.category_name>
<item.name>D-00029</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name></item.category_name>
<item.name>D-00030</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name></item.category_name>
<item.name>1000002</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
<BOM>
<quantity>1</quantity>
<find_number></find_number>
<designators></designators>
<item_name></item_name>
<item.category_name>work instruction</item.category_name>
<item.name>D-00026</item.name>
<fixed_child_revision.lifecycle_phase></fixed_child_revision.lifecycle_phase>
<fixed_child_revision.revision></fixed_child_revision.revision>
</BOM>
</Item>
<Item>
<Details>
<name>100222</name>
<category.name>Manuals</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>100690</name>
<category.name>Assembly</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>D-00001</name>
<category.name>DHF</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>100725</name>
<category.name>Carton</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>D-00028</name>
<category.name>Marketing Assets</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>D-00029</name>
<category.name>Instructions</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>D-00030</name>
<category.name>Instructions</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>1000002</name>
<category.name>Power</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
<Item>
<Details>
<name>D-00026</name>
<category.name>Instructions</category.name>
<description>Peak BloodTest 3000</description>
<revision>F</revision>
<lifecycle_phase>Production</lifecycle_phase>
<released>true</released>
<released_date_time>2018-01-25 13:02:20</released_date_time>
</Details>
</Item>
</PropelExport> 

 

How to Manually Re-Generate an XML File

From time to time you may need to regenerate an XML file. Here's how to do it.

1.  Assuming you already have System Administrator privileges, assign yourself the permission set “Propel Override Business Rules”.

2.  Go to the Changes tab.

3.  Create a personal List View (search) that shows the Change Order you want with these two output fields: Change Number, Approved.

4.  Run the search.

5.  From the search results, use the edit feature to un-check the Approved checkbox.

6.  Now re-check the Approved checkbox.

This will regenerate the XML file.

 

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