Importing using the native XML format with the web interface

Trifolia can import implementation guide and template/profile data via the "Import" tab. The Trifolia native XML format includes all information that Trifolia uses to generate various exports, including sample information for both templates/profiles and constraints, heading information, template type descriptions, etc. This export/import format is designed to transfer information between different installations of Trifolia.

To import this format:

  1. Select the "Import" tab from the top navigation menu
  2. Select the file to import
  3. Click the "Import Now" button

After the import is complete, you will be presented with a report indicating what was changed (or not changed) during the import. Templates/profiles shown the report can be expanded to see what constraints and samples were modified.

Here are some key things to know when importing data using this method:

  • The import does overwrite existing information..
  • If the import includes implementation guides or templates that already exist, and changes are made to the implementation guides and templates/profiles, you must have access to edit the implementation guide and/or template, or the import will fail.
  • If the import includes new implementation guides or templates that do not exist, then as long as the user has a role that allows for the creation and editing of implementation guides and/or templates, the import will be successful.
  • Templates/profiles, constraints and samples that already exist and are not included in the import XML file are not deleted. For example, if Trifolia already has templates/profiles A, B and C in "My Implementation Guide", and the import XML file only contains templates/profiles A and B, then template/profile C will still remain in "My Implementation Guide" after the import is complete.