For the logbook file to be uploaded without errors, ensure the below have been checked:
Within Bulk Actions, select the logbook screen, and then click View Template "Logbook Screen Upload". This will show the exact way and order in which the column headers of your spreadsheet need to be written.
📌Note: Note: Ensure each column header is written the same as the fields within your logbook settings, as this is case-sensitive. Each capital letter and space has to be the same.
There are no additional spaces before or after the column headers in the spreadsheet.
The file has a .xls format
The sheet in the spreadsheet is named LogbookData
Filename is LogbookName_LogbookData, with no spaces.
Follow the table below on how to populate each column depending on the field type in your logbook:
Field Type | Rules and tips |
Text Field | Text and numbers are accepted. Best used for no more than one line of text. |
Date Field | Enter the date in a format consistent with your system preferences. Example: DD/MM/YY, MM/DD/YYY. |
Drop Down | Type the option exactly as shown in the logbook dropdown in your system. Case sensitive: if a different option is entered, it will create a new option in the logbook dropdown. |
Text Box | Text and numbers are accepted. |
Check Box | Enter Yes to show as ticked in the logbook record, and No to be left unticked. |
Employee Dropdown | Enter the employee's email address found in their personal tab. |
Turn Off/On | Enter On for turned on, and Off for turned off. |
Audio Files/Video files | This doesn't need to be included as a column in your spreadsheet. |
Signature fields | This doesn't need to be included as a column in your spreadsheet. |
Format Validator | Enter information that is consistent with your regular expression rule. |
Section Heading | This doesn't need to be included as a column in your spreadsheet. |
Slider Control | Enter the number on which the slider should land. |
Progress Bar | Enter the percentage that should be displayed on the progress bar, in multiples of 5. Example: 10, 15, 20, 25, etc. Don't include the % sign. |