This documentation supports the 21.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Case insensitivity correction during validation

The Validate step automatically converts the letter case of values on staging forms for the supported data type fields to match the case in the parent form. This correction function helps to reduce the number of errors generated during the dataload validation step.

Related topics

Creating-and-managing-data-load-jobs

Data-Management


Important

Case insensitivity correction does not occur for records in the following parent staging forms:

  • Company
  • Site
  • People Organization
  • Support Group

If there is more than one field with the same alias type on a staging form, the case insensitivity correction function only replaces values on the primary field with the same field ID as the parent form of this alias type.

The Validate step runs automatically when you choose to run a dataload.

Example

The current system contains a company record with the name Apex Global.

  1. You create a record on the Load People staging form with the Company field being apex global. You run a dataload, which triggers the validation process.
  2. The case insensitivity function checks if apex global exists on the Company form, Load Company staging form, or alias mapping form, and does not perform case conversion if apex global is found.
  3. In this case the record is not found, so it converts apex global on the staging form to Apex Global to match the record on the company form. Case conversion only occurs if all the letters match but the case is different.
  4. Validation then runs on the converted value Apex Global, and the validation is completed successfully.

Case conversion of a value occurs when:

  • The parent record of a data type field exists in the system or the parent staging form, and the case of the parent record name is different from the value on the current staging form.
  • The value is an alias, it exists in the alias mapping form, and the case of the alias is different from the value on the current staging form.

Case conversion of a value does not occur if there is a record with the same case and value on the parent form in the system or staging form of the same data type.

Case conversion changes the value on the current staging form to match the parent record or alias.

The following data type fields are supported:

  • Company
  • Site
  • Department
  • Organization
  • Support group
  • Support organization

The out-of-the-box DMT:SYS:CleanseFields form is used as the control form for achieving the case insensitivity function. The form includes records that provide the following information:

  • Category
  • Form name
  • Field ID
  • Field name
  • Data type
  • Parent target form
  • Parent staging form name

You cannot modify or create records on the DMT:SYS:CleanseFields form unless you have customized the staging forms.

 

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