We do have similar examples. It is typical in Supply chain.
For eg,
Based on today's demand & supply situation, I have a gap of 50 units on a particular material. I want to release a Purchase requisition to buy 50 units of the material. System calculates for all materials that need to be top up like this. Lets call them "planned orders". If the planner decides to convert them to real orders, in this case as a "Purchase requisition" for exection, the planner has to tick on a boolean called "Release". Then at the end of the day or after the planner reviews all lines, an action has to be triggered by the user to import all the selected planned orders to get converted as "Purchase requisitions". The purchase requisition is a record and can be tracked when it was created, when it was delivered etc. Whereas planned orders are dynamic, changes with time & data. These cases need an import, typically triggered by the supply chain planners.
Arun
Take the same example and suppose I want to do the import based on the last list item that I added into that list (the extra list (dimension) in the target module) then what should be my approach?
I believe it is not user friendly to ask end-user for which list item he has to save the snapshot when your list has more than 20 list items.
I totally agree the action should not prompt the user when importing which is what I stated:
First, it is really not best practices to have endusers upload files to a production model because:
Second, when a member or metadata is loaded, the member has to go into a list first and then the supporting metadata or transactional data goes into a module. So, if you are importing a new member to the list and then want to load supporting information to a module, you can do that with two actions:
By doing that, it will only load the data from that one file.
Rob