Bulk Upload Submissions

The Bulk Upload feature allows you to make multiple submissions of a form by uploading a CSV of data instead of submitting the form manually. This allows you to take data from a CSV and capture that data within the platform as submission data. It also allows you to run workflow events for each submission, allowing you to capture that data within another system.

Important Note

If a form is private, you must add yourself as user to an app this form is associated with before you can create submissions.

CSV & Form Configuration

To use a CSV to create submission data, you need to ensure that the column headings used in the CSV match the element names in your Process Automation and Digital Services form.

Go to Article Navigation

Bulk Upload Submissions

1. Sign in to your site
2. Navigate to Forms
   
   
3. Select the three-dot action menu next to the form
   
4. Select Bulk Upload Submissions
   
   
5. Click Select File and choose your CSV file
   
   
6. After the submissions have been successfully uploaded, you're able to upload another file
7. In the Submissions section, you can view all submissions that were uploaded

Go to Article Navigation