Jump to main content

# After a Successful Import

After successfully importing a process template:

- The new process template will display in the Process Templates grid.

- New role(s) added by the import will appear on the Roles grid.

- New dispositions(s) added by the import will display on the Dispositions grid.

- New data view(s) added by the import will appear on the Data Views grid.

- New custom field(s) added by the import will display on corresponding Data Entity Type grid.

- New document categories added by the import will appear on the Document Categories grid.

## Process Templates

- If there is not a process template with the same seed id* on the target account, the process template will be imported.

- If there is a process template with the same seed id* and name on the target account, the process template will not automatically be imported. Saving the process template as a template with a new name is required for a successful import.

- If there is a process template with the same seed id*, but different name on the target account, the process template will not automatically be imported. Saving the process template as a template with a new name is required for a successful import.

- If there is a process template with different seed id*, but with the same name on the target account, the process template will be imported, but a numeric suffix will be added automatically to its name to distinguish it from the previous template.

## Role

- If there is not a role with the same seed id* on the target account , the role will be imported.

- If there is a role with the same seed id* on the target account , the role will not be imported.

- If there is a role with different seed id*, but with the same name on the target account, the role will be imported, but a numeric suffix will be added automatically to its name.

## Dispositions

- If there is not a disposition with the same name and type on the target account, the disposition will be imported.

- If there is a disposition with the same name and type on the target account, the disposition will not be imported.

## Data Views

- If there is not a data view with the same seed id* on the target account, the data view will be imported.

- If there is a data view with the same seed id* on the target account, the data view will not be imported.

- If there is a data view with different seed id*, but with the same name on the target account , the data view will be imported, but a numeric suffix will be added automatically to its name.

## Custom Fields

- If there is not a custom field with the same name on the target account, the custom field will be imported.

- If there is a custom field with the same name on the target account, the custom field will not be imported.

## Document Categories

- If there is not a document category with the same name on the target account, the document category will be imported.

- If there is a document category with the same name on the target account, the document category will not be imported.

## Document Categories

*Seed id: The Seed id is a special field called a 'seed identifier' that tracks what was copied and from where it was copied. Example: The seed identifier can identify if some role already exists on the target account or has not been added to the target account.