Getting Started
There are 3 main blocks/components of a viable XML File:-
- Categories
- Custom Forms
- Reports
The upload process works in succession, i.e categories get imported first, followed by custom forms and custom form fields, and lastly, reports. RULES
Guidelines and How to Upload XML
General
- The file to be uploaded must NOT be empty/must be a VALID xml file.Check to see if your XML file is valid.
- At least one of the blocks mentioned above MUST exist for the import to be successful
Category import
- Pre existing categories i.e those that exist on the deployment and are also listed in the XML file will not be imported/modified
- Category titles and descriptions MUST be provided
- For category translation import:-
- Localization abbreviations MUST be provided in the 'locale' attribute
- Category translation titles MUST be provided
Custom Forms import
- Pre existing forms will not be imported
- Form titles MUST be provided
- Pre existing custom form fields will not be imported
- For custom form fields
- Field name and type MUST be provided
- The only allowable field types are 1,2,3,4,5,6,7 . Any other value outside of that will cause the custom form field import to fail
- Field choices MUST be provided for radio button, checkbox and dropdown fields i.e field type 5, 6 and 7
- If field options('datatype' or/and 'hidden') are provided
- The only allowable datatype options are email, phonenumber, numeric and text
Reports
- If report id provided already exists, that entry will be ignored/won't be imported
- Report title and date MUST be provided
- Report date must be in the following format : yyyy-mm-dd hh:mm:ss
- If form_name provided is tied to a form that does not exist on the deployment, reports will be tagged to the default form
- If no latitude/longitude values are provided, the location will be geocoded.
- When importing custom form field responses for a specific report:-
- If field provided does not exist on the form the report is tied to, the response will NOT be imported
- For radio button, checkbox and drop down fields, the field responses MUST match the options tied to them.
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