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November 7, 2017
Question

Importing Issues using Kick-Starts

  • November 7, 2017
  • 12 replies
  • 2251 views
Hi Everyone, It is the time of year where all next years issues have to be put in to Workfront. I have a (large) list of requests on a spreadsheet and I would like to use this as a basis for importing in to Workfront. I have downloaded the Issue .xlsx format template from the Kick-Starts Import Data page and there are 73 fields to complete, but which ones are mandatory and where can I find a map of the template fields to the issue screen field? Can I also populate any custom form fields as well? Has anyone successfully done this or point me in the direction of instructions of how to use this facility? Kind Regards Martyn Rattray Portfolio Planning Lead
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12 replies

Level 3
November 21, 2019
I created 1 Super Form that had all of the fields across multiple forms. Patricia Greene JLL
Level 3
December 2, 2019
@Jill Ackerman @Heather Kulbacki @Patricia Greene Hi Jill, Heather, Patricia - Thanks so much for responding to my questions! I will start testing in the sandbox and try the different methods you all have suggested. Checking on the side note/reporting question... do you know if one can batch add custom fields to an Issue Report? Another individual on our team is working on the report side of this task (and I'll be using an export as reference for this kick-start project as well) Tina Tina Huang Optum