Changing Existing Custom Questions using Bulk File Upload Process

Procedure

  1. Create a CSV file that contains your modified Question records and store the CSV file in a location on your computer.
    Note:
    • The question text is the key data in each record: it must be an exactduplicate of the existing question text in the record to be changed.
    • You can specify different Category, Answer Format, and Answer Layout data in a record, and when these are uploaded, the changes are implemented. If you leave blanks where existing Category, Answer Format, and Answer Layout data already exists, the blanks are treated as errors and the upload fails.
    • Be aware that you cannot change existing answer-responses with an uploaded file. However, you can upload additional answers.
  2. Locate and upload the CSV file by clicking Browse.
    Note: If you want to make corrections to an existing custom question record by using the file upload method, the best practice is to start with an exact copy of theexisting record and then make changes and additions to it.

    Notes on uploading and errors:

    • The upload fails if the file size exceeds 1 MB.
    • If one answer record fails, the entire file upload (import) fails. After making repairs to the file, you repeat the upload process for the entire file.
    • If the upload fails, an error report is displayed. The report is designed to help locate and identify any errors at the individual record level. The report identifies a faulty record by number (where the first record in the file is number 1, the second is 2, and so on). In many cases, the error reporting specifies the problem to be solved in the record.
    • If you leave blanks where existing Category, Answer Format, and Answer Layout data already exists, the blanks are treated as errors and the upload fails.