How to import a checklist

How to import a checklist

You can import your data using either of the two options mentioned below:
Option 1: Upload Your Existing Checklist
  1. Open your checklist file.
  2. Edit and assign columns and fields as needed.
  3. Save your changes.
  4. Upload the updated file to Flowdit.

Option 2: Use Our Template
  1. Download the Flowdit template.
  2. Fill in the template with your questions, sections, and pages.
  3. Save your populated template.
  4. Upload it to Flowdit.


Importing Checklist
Before importing the data, please go through the following checklist:
  1. Permission 
    Make sure you have the access and privilege to Import data. If you do not have this permission, the Import link will be hidden in your user interface.
  2. File Format 
    The supported formats are  Excel (XLS, XLSX), Comma Separated Value (CSV). All file attachments should be separated from the data.
    Unexpected errors may occur if the XLS/XLSX files contain any special controls such as combo filters or images embedded in them.
  3. Characters not allowed
    Any data for the file to be imported should not contain data enclosed in <script> </script>.
  4. Mandatory Fields 
    Each required (mandatory) field must contain a value. Make sure you do not leave any mandatory fields blank, in the import file. For example, when you are importing dropdown type question, the question must include an  Options  values separated with ' | ' symbol . Please note that you cannot proceed to the next step without mapping the mandatory fields.

Understanding the Columns

title: Defines the title question .
type:  is the key_value corresponding to the question type  (text, yes/no, list, date/time) and must be  supported in our system  here is table of question type with it corresponding keys Supported Question Table.
Note: This column also structures the checklist into pages and sections.
id: Auto-generated unique identifier for each item.
parent_id: ID of the section or page under which the item will be placed.

Questions Settings:

Customize each question with these options:
  1. required: Mandatory field (1 for yes, 0 for no).
  2. require_media: Attach media if necessary (1 for yes, 0 for no).
  3. require_note: Include a note if needed (1 for yes, 0 for no).
  4. exclude_report: Omit from the report (1 for yes, 0 for no).
  5. read_only: Make the field uneditable (1 for yes, 0 for no).
  6. multiple_selection: Indicates the number of choices for multiple-choice questions (1 for yes, 0 for no).
  7. options: List the choices available for question that have more than single choice .

When you naming the option make sure that you put this symbol ( | ) between every option.

Example of dropdown type question options