Setup of Organization Master App¶
Attention
- The following operations require Appplication author (or System administrator) privilege.
Import and publish the app¶
- Get the workflow extension option package from your CELF distributor, or download it from this page(Japanese).
When the downloaded zip file is extracted, "Organization Master App.capp" (Japanese ver) and "Organization Master App.capp" (English ver) are included.
Hint
- The tables created and used by the app differ between the Japanese and English versions. (The English version has the following table names in English.)
- Set Specify the language of the organization master to be used to determine which one to use.
- Import the acquired app (.capp file) to CELF.
- Publish the imported app.The start sheet should be the 'Organization Master App Menu' sheet.
Register organization and position information from CSV files.¶
Register affiliation information of organization/position/user (who belongs to which organization/position).
For example of registration from the app screen, refer to Registration of organization and position
In addition to registration from the screen, you can also use the CSV file import function of CELF main body to register from CSV files.
For the operating method, refer to Import Table Data (CSV)
The following is reference information when importing data.
Tables to import data
The tables to import are as follows.
| Information | Table Name |
|---|---|
| Organization | clf_organization_master |
| Position | clf_position_master |
| User affiliation information | clf_user_info_master |
Items for each table
The items for each table are as follows.
- clf_organization_master
| Item Name | Overview |
|---|---|
| ID | organization ID |
| organization_code | The code of the organization. Optional. |
| organization_name | The name of the organization |
| upper_organization_id | The ID of the upper organization for this organization. |
- clf_position_master
| Item Name | Overview |
|---|---|
| ID | Position ID |
| position_code | The code of the position. Optional |
| position_name | The name of the position |
| upper_position_id | The ID of the upper position for this position |
- clf_user_info_master
| Item Name | Overview |
|---|---|
| ID | User information ID |
| user_id | The user ID of the user registered in CELF (user_id in the sys_user table). |
| organization_id | The ID of the organization to which the above user belongs. |
| position_id | The ID of the position of the above user. |
About the data to import
Sample data (csv files) for each table is included in the downloaded 'Organization Master App' folder.
Please refer to it when creating a csv file to register.
Also, please note the following points regarding the data to be created.
- Make sure that there is no duplication of the following data within each table. clf_organization_master: ID, organization_code; clf_position_master: ID, position_code; clf_user_info_master: ID.
- Specify the values of the ID columns for each table as follows. * upper_organization_id in clf_organization_master (specify an ID of clf_organization_master), * upper_position_id in clf_position_master (specify an ID of clf_position_master), * organization_id and position_id in clf_user_info_master (specify an ID of clf_organization_master and an ID of clf_position_master).
Attention
The values in the ID column are registered with the ID values listed in the CSV file if the 'Register with specified ID' checkbox is checked during data import.
(If you do not check it, it will be automatically numbered.)
By checking it, you can associate the ID of the organization/position in advance on the CSV file.