Importing dynamic data set values consists of:
Step 1: Export the CSV template file
- Click the Export button.
- Save the file to your local drive.
Step 2: Complete the CSV file
- Open the CSV template file.
- Enter values for each column as applicable:
- Value set: The columns correspond to the date elements that make up the value set. The values you enter here must match values in the data set for the data definition.
- Behavior set: The behavior set column is labeled with a (B). Valid values are Required (makes the data element a required field), Disabled (the data element is read-only), Disabled and Clear (Field is cleared and disabled, becoming read-only), or you can leave it blank.
- Save the CSV file.
Notes:
- When using a CSV template file, the following header is displayed: "For data elements that are required, enter Required as a value. To disable a data element, enter Disabled as a value. To disable and clear any previous value, enter Disabled and Clear. Do not enter any value if there is no behavior change needed.”
- If the CSV template has restricted DEs in the behavior set and the value of Disabled and Clear has been set for the restricted DEs, then the system prevents the import and an alert is seen.
Step 3: Import the CSV file
- Click the Import button.
- Browse to the completed CSV file and click OK.
- To download a CSV file containing status details of the import, click Yes at the prompt.
The rows that you completed in the CSV file are appended to existing entries. Duplicate entries are allowed.