Waves & Tasks

The Waves & Tasks tab provides a mechanism to create or update waves and tasks in bulk.

Import New (Create)

From the Waves & Tasks tab, you can create new waves and tasks. To import:

1. Click the Workflow Import Template hyperlink to bring up the Download Workflow Import Template dialog
   
   1. Choose New (Create) from the Import Template Type radio button
   2. Select Waves or Tasks from the Workflow Type drop down
   3. Check Add Sample Data to Template to populate the template with sample data
   4. Click the Download Template button to download the workflow template to populate. Click the Close button to close out of the dialog. You will be directed back to the Waves & Tasks tab.
2. Once you have completed the template, browse for the workflow import file
   NOTE:  Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters and to format the date columns appropriately.
3. Choose New (Create) as the type of import template from the radio button
4. Select Waves or Tasks as the workflow type from the drop down
5. Prefilter the results by error, warning or success messages by checking or unchecking any of the three checkboxes
6. Click the Submit Import button to import the new waves or tasks. Navigate to another page to cancel the operation.
   1. The import function is only available to users in the Administrator and Regular User security groups
7. The results of the import will be displayed in the results window. You can filter the results by error, warning or success messages using the Filter Output By button. You can clear the results by clicking the Clear Output button.
   

Sample Wave Import

Sample Task Import

Import Existing (Update)

From the Waves & Tasks tab, you can update existing waves and tasks. To import:

1. Click the Workflow Import Template hyperlink to bring up the Download Workflow Import Template dialog
   
   1. Choose Existing (Update) from the Import Template Type radio button
   2. Select Waves or Tasks from the Workflow Type drop down
   3. Check Add Sample Data to Template to populate the template with sample data
   4. Click the Download Template button to download the workflow template to populate. Click the Close button to close out of the dialog. You will be directed back to the Waves & Tasks tab.
2. Once you have completed the template, browse for the workflow import file
   NOTE:  Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters and to format the date columns appropriately.
3. Choose Existing (Update) as the type of import template from the radio button
4. Select Waves or Tasks as the workflow type from the drop down
   1. If Tasks is selected, choose the method to load action templates to update tasks (append, overwrite)
      
5. Prefilter the results by error, warning or success messages by checking or unchecking any of the three checkboxes
6. Click the Submit Import button to import the new waves or tasks. Navigate to another page to cancel the operation.
   1. The import function is only available to users in the Administrator and Regular User security groups
   2. The results of the import will be displayed in the results window. You can filter the results by error, warning or success messages using the Filter Output By button. You can clear the results by clicking the Clear Output button.
      

Sample Wave Import

Sample Task Import

Download Template

From the Waves & Tasks tab, you can download a template used to create new or update existing waves and tasks. To download:

1. Click the Workflow Import Template hyperlink to bring up the Download Workflow Import Template dialog
   
   1. Choose New (Create) or Existing (Update) from the Import Template Type radio button
   2. Select Waves or Tasks from the Workflow Type drop down
   3. Check Add Sample Data to Template to populate the template with sample data
   4. Click the Download Template button to download the workflow template to populate. Click the Close button to close out of the dialog. You will be directed back to the Waves & Tasks tab.

Format Date Columns

Date columns must be formatted correctly for the import to succeed. The following date formats are supported:

Y-m-d H:i
Y-m-d H:i:s
n/j/Y g:i
n/j/Y H:i

Y – A four digit representation of a year
m – A numeric representation of a month (from 01 to 12)
d – The day of the month (from 01 to 31)

n – A numeric representation of a month, without leading zeros (1 to 12)
j – The day of the month without leading zeros (1 to 31)

H – 24-hour format of an hour (00 to 23)
g – 12-hour format of an hour (1 to 12)
i – Minutes with leading zeros (00 to 59)
s – Seconds, with leading zeros (00 to 59)

To format in Excel using the [n/j/Y g:i], follow the instructions below:

1. Select the Start Goal and End Goal columns in Excel, right click and select Format Cells
   
2. In the Number tab, click on Date from the Category list, and then click on Custom
   NOTE:  The order of the clicks is required so the Custom tab will have date formatting populated into the Type field.
   
3. In the Type field, enter [$-en-US]m/d/yyyy hh:mm;@
   NOTE: The formats of m/d/yyyy h:mm and yyyy-mm-dd hh:mm:ss are also supported.
   
   
4. Click OK and save the CSV
   NOTE:  Be sure to save your template in CSV UTF-8 (Comma delimited) (*.csv) to preserve any special characters.