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Mass Import Standard Steps from an Excel file

In order to perform a Mass Import using Excel, we need to create the required Excel file.

The Excel file will have the following structure:

Step text

Standard Step name

Custom sequence

Custom Fields

Custom Fields specification

Spec bucket

Step type

Custom Field Step

Custom Fields Imported

XXXX

 

task

In this Excel file, details for Custom Fields, Custom Fields specification and Spec bucket need to be populated.

To get these details:

  1. On the main menu, go to Templates > Custom Fields.

    Importing_Standard_Steps_main_menu.png

    The Custom Fields page appears.

  2. Create New Custom Field with all the attributes.

    importing_standard_step_adding_attributes.png

    Note

    For more information on Custom Fields, click here .

  3. Click Save.

    Importing_Standard_Steps_Save_button.png

  4. Go to Templates > Your Templates.

    Importing_Standard_step_templates.png

  5. Click New.

    Importing_Standard_step_new.png

    Note

    For more information on creating a Template, click here.

  6. Create a Step with the Custom Fields as shown below.

    Importing_standard_step_step_with_custom_field.png

  7. Click Save.

    Importing_Standard_step_Save_button.png

  8. Add a Child Step as a Standard Step.

    Child_step.png

  9. Click Save 1 as Standard Step.

    Save_step_1.png

    Note

    For more information on creating a Standard Step, click here.

  10. Enter Name, click Save.

    Saving_Standard_Step.png

  11. Go to Templates > Standard Steps.

    Standard_Step_1.png

  12. Select the Standard Step which you have created from the list as shown below.

    Selecting_Standard_step.png

  13. Click Export Selected (1).

    Export_Selected_1_.png

  14. Click See Operations.

    See_operations.png

  15. Click Download.

    Import_Stnadrd_Step_Download.png

    The file is downloaded as .zip.

  16. Unzip the downloaded file, and open the JSON file in chrome as shown below.

    JSON_file_in_chrome.png

  17. Copy the code from chrome and paste it into the JSON Editor Online.

    Code_copying.png
    JSON_code_copied.png

  18. Copy the spec bucket data from JSON Editor Online and paste it into the Excel file.

    Spec_bucket_data.png

  19. Copy the Custom Filed Specification data from the JSON Editor Online and paste it into the Excel file.

    Custom_filed_specification.png

  20. Copy the Custom Fields data from the JSON Editor Online and paste it into the Excel file.

    Custom_Fields.png

    The Excel file is here.

    Excel_sheet.png

To Mass Import a Standard Step from an Excel file.

  1. On the main menu, go to Templates > Standard Steps.

    Main_menu_standard_step.png

  2. Click Import.

    Import_button.png

  3. Select the file from the downloads, and click See Operations.

    Selecting_downloaded_file.png
    Import_see_operations.png

    The Standard Step Excel file is Imported.

    Result_Imported.png
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