How to Create Color Import Rules

Import Rules allow administrators to apply conditions to data as it is imported from the CMMS. Import Rules are primarily managed in Web Services; however, color import rules are configured here.

  1. Open the Administration screen.
  2. Open the Import Interface panel.
  3. Select the desired interface by clicking on the tabs across the top of the screen.
    • Note: For this example the Work Order tab is selected. However, the following steps will apply to any of the other tabs that permit you to make rules.
  4. Select Rules.
  5. Click New Rule.
  6. Enter a name for the rule. Enter “If” conditions to define which records should be processed when the rule is triggered. These conditions are based on values in inbound records.
  7. Select “Then” actions to tell PaSTA what to do with the incoming record.
    • Change Color: set the fill color of a specified column.
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