Import / export view texts
You go via the Settings > Default Settings to get to the view texts, where you will find the "Import / Export" tab. Here you can export and re-import the view texts and assistant steps, diagram title, dynamic lists and employee review meeting catalogues.
There is a basic way of changing text (labels, column headers, navigation, help text). However, it is more time-consuming than other ways. It is particularly well suited to moving any changes that have been made to other languages. If you want to ensure that all of the changes that you make to the view texts in the solution are consistent across one or more languages, you should use the import / export function.
The process for changing such texts is as follows:
- You are going to have the view texts exported.
- The editing is done in Excel (*.csv file). You may need to call in a translation service provider.
- When the change has been made you can reimport the file.
Actions
- Export view texts
- Export assistant steps
- Export diagram title
- Export dynamic lists
- Export employee review meeting catalogues
- Import texts
Step by step
This guide applies to exporting view texts, assistant steps, diagram title, dynamic lists and employee review meeting catalogues.
If you have created a CSV file, it is formatted by Umantis UTF8. As it is very difficult to further process a CSV manually, it can be imported into Excel.
- 1. Open a new Excel document
- 2. Go to "Data" -> "Import from text"
- 3. Select the CSV file with the view texts.
- 4. Select the following options to fill the columns: "delimited", file source 65001 Unicode(UTF-8), "comma delimited", text identification "
- 5. -> Finish
- 6. Add (have added) translations
- 7. Go to Settings-View Texts-import/export-Import texts
- 8. Select the file to be imported
- 9. Select the import type (E.g. Excel import: assistant steps)
- 10. Start the import: "Start import" (the import can take a few minutes, depending on the volume of data)
Tips and tricks
Columns A, B and C must not be changed or no re-import is guaranteed.
In column G "RenamedGerman" you will find the texts that you have changed in German which are to be translated to the relevant languages. None of the other columns are to be translated.
Note that text fields in square brackets must not be changed and neither must HTML programming. Making changes to this data could cause your solution to become unusable.
Make sure that you select the correct import type for the import. If you select the wrong import type, the import will not run successfully.
For a reimport, the column titles must be in the 1st row.
You can use the f5 key to refresh the import version.