Importing a File

When working on a file, you can import data from a submitted file existing in another RL6 module and have these files linked together. This feature is only available for Submission and Management forms in RL6 Risk, Feedback, RCA and Claims. In Peer Review, this feature is only available after the file has been submitted.

Note: This functionality is not available in responsive forms.

A definition must exist in Import File Configuration (located in the Admin Center) to connect the importing module and to describe how imported data will move from the source to the target module. If there is existing data in a target field, the new data from the source field will replace the old data or it will be added to the existing data.

The new data will replace the old data if the field allows only a single value, i.e. 1:1, or if conditions under Import File Configuration Matching Criteria are met when the target accepts multiple records. The new data will be added to the existing data if multiple values in a grid are allowed, i.e. 1:M, and Matching Criteria are not met nor defined.

You must have the role permission for this feature enabled in any module you wish to import from. If you do not see this option, contact your system administrator.

There are two ways to import contents of a file:

• Importing a File Using Full-Text Search
• Importing a File Using Advanced Search