Hi Arjun,

This looks to be due to an extra field that has been made mandatory on the Document entry form (set by the CM administrator).

By guess, it would be the field called 'Author / Signatory' that would need to be mapped, however, if the caption editor was used to change the caption of the field, it may be called something else in dataport (check with your CM admin if the name of the 'backing field' is also called 'Author / Signatory' or its using a different field and just the caption was changed)

I tend to find the easiest way to determine what format should be imported, do to an Export of an equivalent record first and the field in question.

The import should then match this same format.

-Scotty

[Scotty] 😬 said:

I tend to find the easiest way to determine what format should be imported, do to an Export of an equivalent record first and the field in question.

The import should then match this same format.

I wish that was always true.

Tried to export a hierarchical lookup set a few months ago, but the importing it's own output proved to be impossible.

Could get a bit further in the import process by manually modifying the project file, but in the end it was not working at all.

Didn't bother to create a case for this with support as it would probably take many months to come up with a solution (if they'd get this far at all). It was far easier and quicker to create a workaround with the SDK instead.

Good to know about the hierarchical 

Being honest I haven't used DataPort extensively in several years as I've gotten too used to whipping up a quick COM SDK script in an Excel spreadsheet to connect and do what I need to do (for both Exporting and Importing).

-Scotty

Thanks Scotty , I will check my admin for this mandatory field.

Can you please share or point any references of sample export and import scripts using COM SDK. Thanks 

-- AJ

Hi AJ,

Best starting place for the COM SDK is a PDF that comes with the install media CMxxx_COMSDK.pdf

You will need to make sure you have also installed the COMComponents to match the bit version of CM which should match the bit version of your local office install.

From there if you jump into a VBEditor from Excel you can then jump into Tools -> References

Scroll down to find the 'Content Manager SDK Type Library' or the 'TRIM SDK Type Library' (make sure the location shown at the bottom when selecting matches your install location).

You can the  'connect' to CM using VB Code using the COM SDK to extract data into the spreadsheet or loop through rows in your spreadsheet to update values (for this you will need Excel VBA knowledge as well - https://goalkicker.com/ExcelVBABook/ is a Free PDF that has great tips and examples to do with Excel VBA)

Sample script below which should run in a blank spreadsheet to output the record number and title of records in your 'Favourites'

Screenshot of sample favourites:

Option Explicit

Public Sub PopulateSheet()

    Dim trimDb As New TRIMSDK.Database
    
    trimDb.ID = "45"
    trimDb.Connect
    
    If Not trimDb.IsConnected Then Exit Sub
    
    ''''''
    
    Dim trimRecS As TRIMSDK.Records
    Dim trimRec As TRIMSDK.Record
    
    Sheet1.Cells(1, "A") = "RecordNumber"   'Output the header rows
    Sheet1.Cells(1, "B") = "RecordTitle"
    
    Set trimRecS = trimDb.MakeRecords       'Creates a 'blank' record search
    trimRecS.SearchString = "favorite"    'Sets the search string
    trimRecS.Start                          'Sets the search 'cursor' to 0
    
    Dim rowOut As Long
    rowOut = 2
    
    Set trimRec = trimRecS.Next             'Grab the first item in the search
    Do Until trimRec Is Nothing
    
        Sheet1.Cells(rowOut, "A") = CStr(trimRec.Number)
        Sheet1.Cells(rowOut, "B") = CStr(trimRec.Title)
        
        Set trimRec = trimRecS.Next         'Grav the next item in the search and then loop
        rowOut = rowOut + 1                 'Next entry will be written to the next Excel row
        DoEvents
    Loop
    
    trimDb.Disconnect                       'Disconnect from the Db

End Sub

Sample output straight into my spreadsheet

If you have a spreadsheet with values you can do the reverse, and search for a record based on a cell value, and then update the Title, or a different property, or create a new record from scratch. The COMSDK.pdf in the install media is pretty fleshed out and a great reference point.

-Scotty