Perform a Bulk Export or Bulk Import

Multiple task result set records can be exported or imported at once using CSV files. Bulk import actions can be used for adding new records and editing existing records.

PREREQUISITES:

  • The Task Results security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  1. From the home page, click Permitting and click Task Results.
  2. Click the Task Result Sets tab.
  3. On the Task Results panel, select the entry you want to export data for. If you don't make a selection, the CSV export file will include data for all records which contain data related to the export category you select on the download menu.
  4. Click Export CSV.

  1. Make a selection from the download option menu: Export Task Result Set or Export Task Group Detail.

The CSV file downloads.

  1. From the home page, click Permitting and click Task Results.
  2. Click the Task Result Sets tab.
  3. Download the CSV file(s) that contains the appropriate columns for the import you want to perform. See Bulk Export for more information.
  4. Edit the CSV file with the data you want to add or edit.
  5. When adding new task result set entries, leave the ResultId field blank.
  6. When editing existing task result set entries, leave the value in the ResultId field in place.

  1. When adding new task result entries, leave the ResultId, ResultSetId, and ResultDetailId fields blank.
  2. When editing existing task result entries, leave the values in the ResultId, ResultSetId, and ResultDetailId fields in place.

  1. Click Import CSV.

The import panel opens.

  1. Drag and drop a file into the file upload area, or click within the file upload area to browse and select a file.

After selecting a file, data from the file displays for review in the columns above the file upload area.

  1. Click Import.