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.
After completing the enablement on this page, see Manage Safety Inbox Loader Multi-Case CSV Data Import to set up field and code mapping and About Multi-Case Tabular Data Import for information on preparing the multi-Case CSV file and creating Inbox Items.
Update the Tabular Date Format Page Layout
Follow the steps below to add the Import Field Mappings section to the Tabular Data Format page layout:
- Go to Admin > Configuration > Objects > Tabular Data Format > Page Layouts > tabular_data_format_detail_page_layout__c.
- Select Add Section > Related Object.
An Add Related Object Section window appears. - Complete the following fields:
- Related Object: Import Field Mapping
- Section Label: Import Field Mappings
- Section Name:
import_field_mappings__c
- Select Done.
- (Optional) Edit the default columns in the new Import Field Mappings section to include:
- Target Object Name
- Target Field Name
- Save the page.
Update the Import Field Mapping Page Layout
Follow the steps below to add the Import Field Mappings section to the Import Field Mapping page layout:
- In Configuration > Objects, go to Import Field Mapping > Page Layouts > import_field_mapping_detail_page_layout__c.
- Select Add Section > Related Object.
An Add Related Object Section window appears. - Complete the following fields:
- Related Object: Import Code Mapping
- Section Label: Import Code Mappings
- Section Name:
import_code_mappings__c
- Select Done.
- (Optional) Edit the default columns in the new Import Code Mappings section to include:
- Import Field Mapping
- Code Mapping Type
- Controlled Vocabulary
- Dose Form
- Reason Omitted
- Route of Administration
- Seriousness
- Unit of Measurement
- Save the page.
