A downloadable PDF version is available at the bottom of the page together with the Excel import template.

Rules. (Required fields are marked with a Red background colour)


Field NameDescriptionRulesException HandlingValues to be placedDefault ValuesField Type
IdThis is a unique identifier for the action. This Can be retrieved from the Actions ExportIf no value specified then a new Action will be created, otherwise the action will be updatedMust be a  valid GUID (32 hexidecimal digits in chunks of 8-4-4-4-12)
xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx
 i.e. 191139dc-b0c5-4224-b4bd-7296d191d766
32 hexidecimal digits in chunks of 8-4-4-4-12N/AGUID
IdeaNumberThis field contains the idea number of the idea Action. The User will have to select form a pre-determined list of ideas that already exist in the systemThe Idea Number must exist. If the Idea Number does not exist it will not get importedThis will be determined by the users and the idea numbers they associate the idea to.N/AVariable Character (20)
ActionNameThis field contains the text of the action that needs to be performed. Action can contain alphanumeric characters. If the field is blank it will not be imported. Text that describes the action that needs to be performedN/AVariable Character (1024)
OwnerNameThe name of the person that is responsible for the action. Owner of the actionThe User will have to enter the persons name as created in the system.If there is a spelling mistake, or the user selected on the import does not meet the users saved on the system, the record will still be allowed to be imported onto the system. However the user field will use the text given. This will be determined by the users that are either on the system or the text specified of users that are not on the system. N/AVariable Character (1024)
StartDateStart date of the Idea Action Calendar date, which states when the idea action will begin. The start Date cannot be greater than the Due DateAny date.N/ADate time (YYYY-MM-DD)
DueDateDue Date of the Idea ActionCalendar date, which states when the idea action stage will end. N/AAny date.N/ADate time (YYYY-MM-DD)
RevisedDateRevised Due Date of the Idea ActionCalendar date, which states a revised date when the idea action stage will end. N/AAny date.N/ADate time (YYYY-MM-DD)
CommentsThis field contains the comments of an actionCan alphanumeric charactersN/AN/AN/AVariable Character (MAX)
TagsThis field contains the tags  of an actionCan alphanumeric charactersN/AText that describes the tags and it's are comma separated listN/AVariable Character (255)


Sample.

 

IdIdeaNumberActionNameOwnerNameStartDateDueDateRevisedDateCommentsTags

1001Drill holeJohn Smith2016/04/192016/05/19
action should be addedTag 1
191139dc-b0c5-4224-b4bd-7296d191d7661003Drill hole again
2016/04/192016/05/19
action should be updatedTag 1,Tag2