# 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 <a href="/en/lr/752963/#case-series">Manage Workbench Reports</a> for information about applying a _Case_ series to _Workbench Reports_ and <a href="/en/lr/831712/#case-series">Use Workbench Dashboard Filters</a> 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_][1].

## Prerequisites

To use _Case_ series, consider the following prerequisites: 
* You must <a href="/en/lr/774367/">enable _Case_ series</a>. 
* You must <a href="/en/lr/752978/#case-version-key">configure a safety view</a> that supports _Case_ series.
* To import _Case_ series, you must <a href="/en/lr/43127/#assign-actions">assign</a> the _Import Case Series_ action to the _Workbench Case Series_ object and add the action as a <a href="/en/lr/59885/#define-actions">user action</a> to the applicable states of the _Workbench Case Series LC_ object lifecycle.

## Import Workbench Case Series {#import-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 <a href="/en/lr/752963/#download-as">_Workbench Report_</a> or <a href="/en/lr/774233/#export-components">_Workbench Dashboard_</a>.
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** (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-upload-icon.png" alt="Alt Text" style="" />) 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.

[1]: #import-case-series