Bulk

The Bulk button provides the option to upload entire lists using a CSV file.

A list provides the list of items a user selects from a field when filling in a form within the functions or pages of IMDEXHUB-IQ™ or REFLEX™ apps used to conduct surveys.

To bulk upload to a List:

  1. Navigate to Manage.

  2. Then Lists.
  3. Choose a list by clicking its selection box.
  4. Click the View Data button. The properties of the list displays.

  1. Click Bulk.

 

  1. The upload page displays. Click Browse.

  1. Select a CSV file from your computer, then click Upload.

 

  1. The list of items display providing a preview of the data. There is a choice to:

If the data mismatches or does not exist, IMDEXHUB-IQ™ highlights the field with .
This can be edited, or the entire row deleted. If Upload is selected, a message prompts to rectify the field, for example:

Project field missing, please fix and try again.

Duplicate entries are highlighted in red, and also require editing before proceeding. Hovering of the entry reveals expanded information.

 

Upload

Use Upload to save the data into IMDEXHUB-IQ™. The List Data page updates with the new entries.

Delete

Use Delete to remove one or more entries from the uploaded CSV file.

  1. Select one or more entries.
  2. Click Delete.
  3. Click at the following prompt:

Edit

Use Edit to correct errors or make changes.

  1. Select an entry.
  2. Click Edit. In the Edit List Item window, apply changes.

  1. Click Save.

Cancel

Use Cancel to discard the CSV upload.