Creating a Source File

You can add items to a request from a source file. Items are loaded to the current workflow stage, for a single hierarchy and workflow task.

Source files must be in a tabular, delimited format. The first record in the file is used to identify the request item property to which each field will be loaded. Only editable properties for the selected workflow task will be loaded from the file. Fields which are not mapped to editable properties for the request item will be ignored during the load. The Name property is required for every request item loaded from a source file.

Some guidelines for creating a request item source file are: