Blog

Import Source for Automation Rules per Type

August 19, 2022

Patrick Bakker

1 Min Read

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When importing records into Xurrent, the Source and SourceID fields are checked to see if a record already exists. This is also true when importing automation rules, which is done to transfer them between Xurrent environments, for example. When exporting automation rules, multiple export files are created; one for each automation rule type (request, request template, problem, etc.). When filling in the Source field, a unique SourceID must be chosen as well.

Until now, these SourceID values had to be unique across all the automation rule export files. If not, a Request Template automation rule may be overwritten by a Task Template automation rule, for example. To avoid such problems, the combination of Source and SourceID for automation rule imports do no longer have to be unique for different automation rule types.

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