Enable Multi-Case Tabular Data Import

Learn how to enable your Vault to support multi-Case CSV and multi-CSV ZIP data import to Inbox Items.

About the Feature

In 23R3, Vault Safety supports bulk importing data from a multi-Case CSV file to Inbox Items. The system extracts data from the CSV file and imports it to Inbox Item fields.

In 24R1, support was added to import multi-CSV ZIP files to Inbox Items. A new object, Tabular Source Files, was added to Vault Safety in addition to Tabular Data Format layout configuration updates.

After completing the enablement on this page, see Manage Multi-Case Tabular Data Import to set up field and code mapping and About Multi-Case Tabular Data Import for information on preparing the multi-Case CSV or ZIP file to create Inbox Items.

Update the Tabular Data Format Layout

Follow the steps below to insert the Import Field Mappings section on the Tabular Data Format layout:

  1. Go to Admin > Configuration > Objects > Tabular Data Format > Layouts > tabular_data_format_detail_page_layout__c.
  2. Hover over the area you want to insert a new section and select the Plus icon > Insert Section > Related Object > Continue.
  3. Complete the following fields:
    • Related Object: Import Field Mapping
    • Section Label: Field Mappings
    • Section Name: import_field_mappings__c
  4. Select Done.
  5. (Optional) Edit the default columns in the new Field Mappings section to include:
    • Target Object Name
    • Target Field Name
  6. Repeat steps 2 and 3 to insert another Related Object section.
  7. Complete the following fields:
    • Related Object: Tabular Source File
    • Section Label: Source Files
    • Section Name: tabular_source_files
    • Creation Option: Create record in pop-up dialog
  8. Select Done.
  9. In the Details section, add the Encoding and Country fields.
  10. Save the page.

Update the Import Field Mapping Layout

Follow the steps below to insert the Import Code Mappings section on the Import Field Mapping layout:

  1. Go to Admin > Configuration > Objects > Import Field Mapping > Layouts > import_field_mapping_detail_page_layout__c.
  2. Hover over the area you want to insert a new section and select the Plus icon > Insert Section > Related Object > Continue.
  3. Complete the following fields:
    • Related Object: Import Code Mapping
    • Section Label: Code Mappings
    • Section Name: import_code_mappings__c
  4. Select Done.
  5. (Optional) Edit the default columns in the new Code Mappings section to include:
    • Import Field Mapping
    • Code Mapping Type
    • Controlled Vocabulary
    • Dose Form
    • Reason Omitted
    • Route of Administration
    • Seriousness
    • Unit of Measurement
  6. Save the page.