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Automatic matching of display values

Automatic matching of display values

During the import of XML records, the system attempts to match some reference field display values to a local sys_id value.

If the system finds an existing record with a matching display value on the local instance, the import uses the sys_id of the existing record rather than the sys_id of the imported record.

For example, suppose you export an incident record that is assigned to the user John Smith. In the exported XML file there is an entry such as:

<incident>
	...
	<assigned_to display_value="John Smith">7712173d2ba80200c5244f74b4da159a</assigned_to>
	...
</incident>

This user already exists on the target instance but has a different sys_id value such as:

<sys_user><name>John Smith</name>
	...
	<sys_id>18cab8de2be80200c5244f74b4da15f7</sys_id>
	...
</sys_user>

Since the display value matches an existing record, the system uses the local instance's existing sys_id value for the reference field such as:

<incident>
	...
	<assigned_to display_value="John Smith">18cab8de2be80200c5244f74b4da15f7</assigned_to>
	...
</incident>
The system can match display values for the following tables.
  • User [sys_user]
  • Group [sys_user_group]
  • Role [sys_user_role]
  • Group Roles [sys_group_has_role]