What is Mass Upload Attributes?
We provide description fields for all Attributes and Address fields for select Attributes, but you may want to store more data as a part of the Attribute. For example, you may want to store the Manager with the Department or a Pay Rate with a job code.
To accomplish this, we provide you with a Smart Form for each attribute that is designated for adding Supplemental Data. You will add a Smart Form with one or more form fields that will be present on the Attribute definition page and be stored with the particular Attribute value. You can then use the Supplemental data to drive your business process or as binds in subsequent activiitiesYou can enter data for attributes by entering the information directly for the attribute in a configuration revision. If you have a large amount of attribute data, it may be preferable to use the Mass Upload Attributes to load the data first into a spreadsheet, and then upload that spreadsheet to the system.
How do you Mass Upload Attributes?
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- Create a configuration revision
- Download the sample template
- Modify the template to include attributes to be added
- Upload Templatethe modified template
- Apply the revision
Step 1 - Create a configuration revision
To create a configuration revision, click the Menu Icon and select Add/Update Revision under Manage Revisions.
Add/Update Revision |
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From this screen, a System Setup User can either search for an existing revision to modify, or they can select Add a New Value at the top of the screen if they wish to create a brand new revision.
Click Add a New Value.
Create Revision |
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Enter the information for the Revision, then click Reserve.
Manage Revision |
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Click Configure.
Revision Configuration |
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Step 2 - Download the sample template
Click Edit in the Mass Upload Attributes area.
Mass Upload Attributes |
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Select the Attribute Type, then click Download Sample Template.
Download Sample Template |
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Click the downloaded file to open it.
Open Sample Template |
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Step 3 - Modify the template to include attributes to be added
The file is comma delimited. Be sure only Comma is checked in the Separated by, then click OK.
Comma Delimited |
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Add information for the attributes that you want to add in new rows in the file. Note that the first Native Parent Attribute Lookup ID must already exist in the system.
Add Attributes as Rows in Spreadsheet |
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Save the file with a new name.
Save Spreadsheet |
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Step 4 - Upload the modified template
Click Upload.
Upload |
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Click Choose File.
Revision Attributes |
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Select the file that you just created.
Select File |
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Click Upload.
Upload |
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Note that in this example there are no errors, and 4 attributes will be added. If there were errors, you could click Errors to see the details.
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Click Push, then click Return to Revision Configuration.
Push Changes |
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Click Location, and expand to see the new attributes that have been added.
Added Attributes |
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Step 5 - apply the revision
Click Return to Manage Revisions.
Return to Manage Revisions |
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Click Add to add a new notification.
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Select Tenant Admin, and the Notification Template that was added in the Content revision (Notify TA on Submit to HR), then click Save.Click Apply.
Apply |
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