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.
Step-by-step guide
To import/update the Request Import Template:
- Select Modules at the top of the site.
- 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 this setting.
- 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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