Editing an Upload Request

Procedure

To edit an upload request:

  1. Search for the upload request in the Upload Request screen.
  2. In the Search Results section, click the link in the Upload Request Information column corresponding to the upload request whose details you want to edit.
    The Upload Request screen appears.
  3. Click the Edit button in the Upload Request zone.
    Note: The Edit button appears when the upload request is in the Draft or Validated status.

    The entity Upload Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the upload request. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Upload Request Type Displays the upload request type using which the upload request is created. Not applicable
      File Name Displays name of the uploaded CSV file. Not applicable
      Comments Used to indicate the comments for upload request. No
    • Characteristics - Used to define the characteristics for the upload request. This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Effective Date Used to specify the date from when the characteristic is effective for the upload request. Yes (Conditional)
      Note: This field is required when you are defining a characteristic for the upload request.
      Characteristic Type Used to indicate the characteristic type.
      Note: The list includes only those characteristic types where the characteristic entity is set to Upload Request.
      Yes (Conditional)
      Note: This field is required when you are defining a characteristic for the Upload request.
      Characteristic Value Used to specify the value for the characteristic type.
      Note: On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
      Yes (Conditional)
      Note: This field is required when you are defining a characteristic for the Upload request.
  4. Modify the details of the upload request, if required.
  5. Define, edit, or remove characteristics of the upload request, if required.
  6. Click Save.
    The changes made to the upload request are saved.

Related Topics

For more information on... See...
How to search for an upload request Searching for an Upload Request
Upload Request screen Upload Request (Used for Viewing)
Upload Request zone Upload Request
How to define a characteristic for an upload request Defining a Characteristic for an Upload Request