Configure Case Series

A Case series stores a set of Case versions and ensures that the data set is static. When a Workbench Report or Workbench Dashboard uses a Case series, Vault applies report parameters and any user or Admin-defined filters to the Case versions in the series that are in the safety view. See Manage Workbench Reports for information about applying a Case series to Workbench Reports and Use Workbench Dashboard Filters about applying a Case series to Workbench Dashboards.

You can create Workbench Case Series in the following ways:

  • When a user runs a Workbench Report using a safety view with Workbench Case Series enabled, Vault creates a Workbench Case Series record, if one does not exist for the view, to store the Case series data.
  • Import Workbench Case Series.

Prerequisites

To use Case series, consider the following prerequisites: 

  • You must enable Case series. 
  • You must configure a safety view that supports Case series.
  • To import Case series, you must assign the Import Case Series action to the Workbench Case Series object and add the action as a user action to the applicable states of the Workbench Case Series LC object lifecycle.

Import Workbench Case Series

You can identify a subset of Cases for analysis using your preferred external tool (for example, Excel) and then import the modified Case series to Workbench for reporting and dashboard analysis. To import a Workbench Case Series: 

  1. Navigate to Workbench > Ad Hoc Reports or Workbench > Dashboards to download the Case series from a Workbench Report or Workbench Dashboard.
  2. Modify the Case series using your preferred tool. Ensure the file meets the following requirements: 
    • The file is in CSV format.
    • The file contains a single column with a header named id. 
    • The number of rows does not exceed 1,000,000 (excluding the header).
  3. Navigate to Business Admin > Objects > Workbench Case Series.
  4. Select Create.
  5. On the Create Workbench Case Series page, complete the following information:
    • Custom Name: Enter a name for the Workbench Case Series.
    • Import File: Upload the Case series CSV file by dragging and dropping the file from your local folder to this field or by selecting the Upload (Alt Text) icon.
  6. Select Save.
  7. From the All Actions menu, select Import Case Series. This action does not appear if the selected Workbench Report already has a Case series.

Results

Vault validates that the case IDs in the CSV correspond to a Case in Vault. If the action completes successfully but some cases in the CSV are missing in Vault, Vault attaches a CSV with the missing case IDs in the notification. If the action fails, Vault sends you a notification with the errors and next steps.