Module administrators can upload a per-module template used when importing requests from an Excel file. This is the Excel file is downloadable by the user when they select View→Import Requests. Some administrators may find it helpful for proper field identification when generating a template to use View→Export to Excel then clearing the current requests from that document and be sure to "Save as" in the format .xlsx file type. Additionally you may selectively remove fields that aren't needed from this exported document before uploading, such as "State" or "ID" as these will be automatically defined upon import.
Procedure
To import/update the Request Import Template:
- Select Modules at the upper left.
- On the Module's Properties tab, scroll down to the property labeled as "Request Import Template".
- If there is an existing template file, click the "X" button to delete it, Save the Module Properties using the button at the bottom of the page, and then refresh the page.
- Next, click the Choose button and browse to select the Excel file that will serve as the template.
- After the file uploads, click Save at the bottom of the Module Properties page to save these updated settings.
- On the respective module, select View→Import Requests, the Excel template presented for download will be the file you just uploaded.
The ability to import requests is controlled by the user's Module privileges.
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