As a part of this enhancement, a new Select Action drop-down in the Import Records pop-up is included, to provide greater flexibility during bulk imports. This drop-down includes two options:
Insert - The Insert option works the same as before. It allows users to import new records in bulk. When selected, the system creates new entries based on the uploaded file, without affecting any existing records.
Update - The Update option is newly introduced to support bulk updates of already imported records. When this option is selected, the system identifies existing records and updates them with the new values provided in the import file.
Insert functionality remains same however, Update option is newly introduced for Bulk Import.
Key Benefits of the Update Option
Eliminates the need to manually edit records one by one
Enables quick corrections or enhancements to large datasets
To Bulk Update the Imported Records, perform the following steps:
Navigate to Service Management > Manage Incidents. The Manage Incident List page is displayed.
Select the Import Icon
from the top right panel. The Import Records popup is displayed.
Figure: Import Records - Update Action
The following table contains a brief description on the Import Records popup.
Field | Description |
|---|---|
Select Action | Select Action displays two dropdown options: Insert - Click Insert to insert the new records. Update - Click Update to update the existing records. |
Select Form Type | If Update is selected as Select Action only Main Form and Popover Form are displayed as options. <>
|
Figure: Select Form Type - Update Action
Specify all field values and click Download.
The records are updated successfully.
Figure: Success Message
The Incident ID is the new field apart from other already existing fields in the Template added in the uploaded Excel template. 
Figure: Excel Template