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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:

  1. Select Modules at the top of the site.
  2. On the Module's Properties tab, scroll down to the property labeled as "Request Import Template".
  3. 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.
  4. Next, click the Choose button and browse to select the Excel file that will serve as the template.
  5. After the file uploads, click Save at the bottom of the Module Properties page to save this setting.
  6. 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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