To upload your logbook file without errors, check the following:
In Bulk Actions, select the logbook screen, then click View Template "Logbook Screen Upload". This shows the exact wording and order your column headers need.
đNote: Each column header must match the field name in your logbook settings exactly. Headers are case-sensitive, so every capital letter and space must match.
There are no additional spaces before or after the column headers in the spreadsheet.
The file is in .xls format.
The sheet in the spreadsheet is named LogbookData.
The file name is LogbookName_LogbookData, with no spaces.
Use this table to fill in each column, based 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 the box as selected in the logbook record, or No to leave it unselected. |
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. |