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 Name | Description | Rules | Exception Handling | Values to be placed | Default Values | Field Type |
| Id | This is a unique identifier for the action. This Can be retrieved from the Actions Export | If no value specified then a new Action will be created, otherwise the action will be updated | Must 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 8-4-4-4-12 | N/A | GUID |
| IdeaNumber | This 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 system | The Idea Number must exist. If the Idea Number does not exist it will not get imported | This will be determined by the users and the idea numbers they associate the idea to. | N/A | Variable Character (20) |
| ActionName | This 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 performed | N/A | Variable Character (1024) |
| OwnerName | The name of the person that is responsible for the action. Owner of the action | The 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/A | Variable Character (1024) |
| StartDate | Start date of the Idea Action | Calendar date, which states when the idea action will begin. | The start Date cannot be greater than the Due Date | Any date. | N/A | Date time (YYYY-MM-DD) |
| DueDate | Due Date of the Idea Action | Calendar date, which states when the idea action stage will end. | N/A | Any date. | N/A | Date time (YYYY-MM-DD) |
| RevisedDate | Revised Due Date of the Idea Action | Calendar date, which states a revised date when the idea action stage will end. | N/A | Any date. | N/A | Date time (YYYY-MM-DD) |
| Priority | This field contains the priority label | If the field is not empty (any value is inserted), the action is marked as a priority | N/A | N/A | N/A | Variable Character (MAX) |
| Comments | This field contains the comments of an action | Can contain alphanumeric characters | N/A | N/A | N/A | Variable Character (MAX) |
| Tags | This field contains the tags of an action | Can contain alphanumeric characters | N/A | Text that describes the tags and it's are comma separated list | N/A | Variable Character (255) |