Upload Approval Workflows

How to Upload Approval Workflows

1. Click the Upload Approval Workflows button. Step 1 – Prepare and Upload page displays.

2. Click the Download CSV Template button to download a CSV file containing all the fields necessary for the upload.

3. Update the CSV file with your approval workflows. Scroll to the bottoms of the page to see Explanation of Fields for a list of the data elements and their explanation.

When your file is ready, Drag and drop your file to the file upload box or choose the browse files link to select the file.

Click the Upload button to upload your records.

Step 2 – Map Fields page displays.

4. Your CSV Spreadsheet Field will automatically be mapped to an Allovue Field. If the mapping is incorrect, you can click the Allovue Field dropdown and select the correct Allovue Field. 

5. If there are extra columns in your CSV file, you can choose to ignore them. Click the Allovue Field dropdown and select Ignore. 

   Once the mappings are set, click the Review and Confirm button.

   Step 3 – Review and Confirm page displays.

6. No data has changed yet.  This is your opportunity to review the records that will be created and updated. You may also see some records displaying errors.  These records will be ignored if you choose to continue with the upload.

If there are records with errors you wish to correct or you want to make any additional changes, click the Back to Map Fields button to return to Step 2 – Map Fields page.  From Step 2 – Map Fields, click the Back to Prepare and Upload button to return to Step 1 – Prepare and Upload page. Make your changes to your CSV file and upload the new file.

Note: For Approval Workflows, at least one Role needs to be provided per proposal type in order for the upload to successfully complete.

If there are errors and you choose not to correct them, click the I understand some rows will be ignored, continue anyway button or if there were no errors or you corrected the errors and you are ready to save your changes, click the Confirm and Save button.

The Upload Complete page displays showing which records were updated and/or ignored.

7. Click the View approval workflows button to view the Role-based Approval Workflows created and/or updated by the upload.