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By default, the Not Assigned folder is selected but the user can select from the already created folders via the drop-down. |
Default Status for Newly Created Cases: Status in which to import scenarios. Select the Default Status for newly created cases from the Status drop-down menu.
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Required Fields: For case creation and update, there are some mandatory fields that users need to fill out. These mandatory fields will be populated under the Required Fields. Users need to enter the required details in the respective fields.
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Users have the option to update the fields of existing cases for mandatory fields by selecting the Yes option from the dropdown list against the Update fields for existing cases field. |
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Step 5: Click on the Start Import button to create one batch job for each selected file.
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Once you click on the Start Import button, you will be redirected to the Jobs section, and a success message will be displayed on the screen stating, “Batch <batch #> created successfully.”.
Job: The Job tab shows all the import requests that have either been submitted or completed. Once the batch is created, it shows the status “Queued”. The import function is a batch process that runs every 2 minutes and checks if any files have been submitted/queued for import. If new files exist, they are processed. Clicking the Refresh button below will update the status of the batch to either “Running” or “Completed”.
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