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Importing tasks

Updated: Jan 26

Tasks can be imported in bulk using a CSV file whose structure is defined below.

Columns to configure the task

Task import requires the use of 6 columns to define it:

  • Submission#structure_id: this column allows you to choose the form in which an import is to be carried out. the identifier (structure ID) is for example at the end of the form designer URL. (.../structures/builder/XXXX).

  • Submission#userEmail: This e-mail allows you to identify the user who created the form.

  • type: here you have the choice between a simple task and a recurring task. As it currently stands, you can only import simple tasks. You must therefore set the value "simple"

  • Start and end dates of the task: they must be entered in ISO 8601 format. Example: 2018-04-30T17:00:00+02:00

    • start_date: this is the expected start date of the task

    • due_date: this is the expected completion date of the task

  • user_email: this column allows you to assign the task to a Daxium user. You must write the user's email in this column. Please note, you cannot assign tasks only to mobile users.

Columns to configure the associated form

Each task must be associated with a form. To do this, you must first specify which form model you are working on. You must therefore include a Submission#structure_id column.

This column must be populated with form identifiers compatible with task creation. This identifier can be found, for example, at the end of the form designer URL. (.../structures/builder/XXXX).

You can then fill in the fields of the form. To do this, simply do as in a file import, but prefix the columns with Submission#. For example, to define the owner of the form (which is mandatory), you must create a Submission#userEmail column. To fill a list using external identifiers this gives: Submission#ListSystemName#external.

This way you can fill in all the fields of a form, even if they do not appear in the list of fields accessible when creating a task.

An example of a task import CSV is available at this link.

Setting up the import

Once your CSV file is ready, you must upload it to Daxium-Air. To do this, you must go to the "Tasks" section, then click on "Import".

All you have to do is choose your CSV file and determine the separator you use (by default it is the semicolon in France and the comma for most other countries).

The import takes place in the background. You will be notified by the notification bell when it is finished.

Error handling

When your import is finished, if an error prevented one or more files from being saved, you will have a return in a CSV file. This file is accessible from the notifications bell at the top right of your screen.

This will allow you to understand what went wrong and how to correct the problem.


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