Bulk Upload - Custom Form Fields

The below article is relating to the Bulk Upload - Custom Form Fields which can be found by going to Administration -> Company -> Bulk Upload.

The Custom Form Fields Bulk Upload can be found within the Other Data section:

When you load the page the most important parts relating to bulk upload are at the top of the page:

Form - The form which you'd like to upload fields to. This form must already be created on the system but must have no fields already added to it.

CSV file to upload

This is where you will load your CSV when it is ready to upload. Press browse and select the CSV file.

Download help file and instructions

This option will download our bulk upload help file. This includes instructions on how to use each bulk upload and lets you know which columns are mandatory and which are optional, it's important to look at the relevant help file before performing a bulk upload so you can get it right the first time.

Download CSV Model

The second option downloads an example template for you to use for the bulk upload with all the headers needed for the bulk upload to be successful.

 

Editing your CSV:

When you download your sample CSV file it will look like this:

Field Display Label - The label of this field which will be displayed to the user when they access the form. This field can contain letters and/or numbers. This field is Mandatory.

Field Description - A brief description of this field's purpose. This field is Optional.

Mandatory - Is this field mandatory or optional when a user is completing the form? This field is Mandatory.

Field Type - The type of field you'd like this field to display as. This must be the field type exactly as it is in the system, for example, Assigned Employee, Date or Completed. This field is Mandatory.

Values - If the field has a list of available options for the user to choose from the values in this field will be used to give those options, for example numbers from 1 to 5. This field is Optional but might be required depending on the Field Type chosen.

Access Level - This field dictates the level of access users have to these fields. acceptable options are:

View - The employee is able to view this field.

Update - The employee is able to Update this field.

This field is Mandatory.

Order - The order in which you'd like the field to be displayed on the page, the fields' will display in number order starting at 1 then continuing in sequence moving down the page. This field is Mandatory.