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Comment Transfer

The comment transfer functionality can be used to transfer a comment from one object to another. The comment transfer works across different object types and across objects of different system landscapes.

This functionality is part of the Docu Performer and can be found in the ribbon bar:

Comment Transfer button in the Docu Performer ribbon

Create Object Mappings

To define the source and target object of a comment transfer, so-called mappings need to be defined. This can be done in the following 2 ways:

Create Mappings via Drag and Drop in the UI

To define the comment transfer objects, the user can simply select a source and target object and define the mapping via drag and drop (drag the comment source object and drop it on the comment target object).

Creating Mapping for comment transfer via drag and drop

Create Mappings via Excel Upload

To handle the transfer for a huge number of comments, the excel upload functionality can be used. The following steps need to be considered:

  1. Downloading Excel Template 

  2. Defining a mapping for each comment transfer

  3. Uploading Excel 

The Excel needs to have the following structure:

Comment Transfer Check

As soon as the mapping is defined, the functionality checks, if the comment transfer is valid. Furthermore, the user can check the content of the source and target comment by clicking on a specific mapping:

Transfer Valid

  • The comment transfer is valid as soon as the comment templates of the object types have at least one corresponding chapter

  • The transfer gets a warning in the following cases:

    • the target object already has a comment (will be overwritten)

Transfer Invalid

The transfer is invalid in the following cases:

  • No corresponding chapter was found in the templates

  • the object was already selected as a comment target in the same transfer session

Mappings can be removed individually from the list via the context menu. To remove all entries at once, click the delete button.

Start Comment Transfer

The comment transfer for all selected mappings can be started, by clicking on the "Start Transfer":

Start Transfer not possible

The "Start Transfer" button in not available if at least one invalid mapping ist listed.

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