Overview

This is an example of a stock list that could be used in an AMS message to order items by Sales Reps.

Designing The Template

In order to create a List we must first create a Template to represent an item in that List. Stock items are simple and require the following values:

Before proceeding we need to identify what values will hold the required attributes for a List. These include the id, index and filter parts of the data map. In this case:

To represent these values in our stock list we create a Template with a single Form Card containing the following Fields:

Create The List

After this Template is saved we can now create the List. Go to the Lists tab in the AMS web application and click the "Create New List" button. Then select the Template you just created and click the "Create List" button. Enter a Name and Description for the list then click the "Data Map" tab. Select the corresponding fields for each item in the data map.

Now save your List.

Import Data

To import data for the items in the List you need data source. This can be either XML, CSV or TSV (Tab Separated). For an example of import data from Excel see Import List Data From Excel. Sample TSV data for this List is below:

 
code	description	category	unitPrice
BA100	Bronze Widget Medium	Bronze	24.95
BA200	Bronze Widget Large	Bronze	69.75
BB100	Bronze Widget Bevelled Medium	Bronze	22.00
BB200	Bronze Widget Bevelled Large	Bronze	32.00
BC100	Bronze Taper Widget Small	Bronze	12.00
BC200	Bronze Taper Widget Medium	Bronze	21.50
CA100	Chrome Widget Small	Chrome	8.00
CA200	Chrome Widget Medium	Chrome	16.00
CB100	Chrome Bevelled Widget Large	Chrome	75.00
CB200	Chrome Taper Widget Extra-large	Chrome	99.00
CC100	Aluminium mini-widget	Aluminium	4.50