uploading extension fields data from legacy system in clm

[Former Member]

Hi Friends,

Please help me to find a solution for this scenario:

I have one CSV file, which contains Master Agreement ids and Extension fields data.

for Ex:

MA ID	Z_Field_1	Z_Field_2	Z_Field_3	Z_Field_4
Test MSA 1	A1	B1	C1	D1
Test MSA 2	A2	B2	C2	D2

I should read this file to fetch MA ID (Master Agreement ID) and get associated Master Agreement object reference. Then update the extension fields data with the values mentioned above in the table (A1,B1.. etc)

To achieve this we need to a screen, where we attach this file and click on upload. And once we click on upload it should trigger some event, which will execute my script to update the extension fields data.

my question here is: how to design that screen and where should i write my script? please let me know. Thanks in advance.

[vikram_shanmugasundaram · Accepted solution]

Hi Chaitanya,

If I understand correctly, you want to populate some extensions fields that are on the MA. To do this, I would start with MA import template. You can get a copy of the template from Setup page > Import area. This will be a csv file. Open the file and add the extension fields IDs as new columns at the end. You should then be able to import the file. There is no scripting needed for this.

Hope this helps.

Regards,

Vikram