Friday, August 26, 2011

HEAT – Import and Export Auto Tasks

You can import AutoTasks that have been exported to a HEAT Export File (.hef), so that you can share AutoTasks between systems. A .hef file can contain one or many AutoTasks.

You can also use the Import feature to create and test AutoTasks on a test system before implementing them in a live system.

To Import an AutoTask:

  1. From the Call Logging menu bar, select AutoTask>Import. The Import AutoTask dialog box opens. 
  2. In the View section, select the View (audience) for whom you will be importing the AutoTask. If you click Team, select the appropriate team from the drop-down list.
  3. In the list of AutoTasks (filtered by View), select the folder to which you will import the AutoTask.
  4. Click Browse to navigate to the .hef file to be imported.
  5. Click Import.
Note: If you choose to import an AutoTask that already exists in your system, HEAT checks for any differences in the AutoTasks. If no changes are detected, HEAT automatically copies over the original AutoTask. If a difference is detected, HEAT prompts you, asking if you want to: import over the original, create a new AutoTask (with an appended name), or cancel the operation.

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