Updating existing lists

Lists are updated by downloading an Excel file, making changes in the Excel file and then uploading the file to Position Green.

New lists can also be prepared in an Excel file. Follow steps 3 and 4.

Step 1: Open the list to update.

Step 2: Click “Download Excel”. 

Download Excel button

Step 3: Make changes to the Excel file. 

• Item name: The name of the list item.
  
• Item ExternalId: An ID that can be used externally when referring to the item (do not change).
  
• Item PrettyId: An ID that can be used internally when referring to the item (do not change).
  
• Item ValidFrom: The date the value is valid from (the previous value will be valid up until this date).
• Further columns depending on the list.

Example of a list in Excel

All factors referred to in calculations in the measure builder must be added here. Any text in a cell is read by the calculation, so leave the cell empty if a factor is missing.

Step 4: Save the file. Go to Position Green and click “Upload Excel” to upload the new values to the list.

Upload Excel

Updated list values

Click a list value to see its validity dates. Read more on list items with several entries.

Validity dates for a list value

Step 5: If the updated values have already been used in a registration, Position Green must trigger a recalculation. Contact the Customer Success Manager to request this.