1. Modeling
  2. Build Models
  3. Actions
  4. Imports and exports as actions
  5. Run an import action from a dashboard

You can run an import from a dashboard if a workspace administrator publishes it as an action.

Your model role must have Selective Access to the target module, list, or line items into which you want to import data. If you do not have dynamic cell access to some of the data in an import, those cells do not update, but the rest of the data imports.

Imports can be saved to private or default files. If an import is saved as a private file, only the workspace administrator who created the file can run the import again. If the import is saved as a default file, the workspace administrator can choose whether the file can be run by administrators only, or by everyone.

To enable non-workspace administrators to run an import from a dashboard, the workspace administrator must set the Default file as available to Everyone in the import File Options dialog.

If you attempt to run an import for a private file that's been removed, or to which you do not have access, the import runs, but is unsuccessful. The Results Summary advises that the uploaded file is no longer available.

Ensure the source can be identified

If you run an import for a saved view, the import only succeeds if the correct saved view exists in the source.

If the saved view for the import is deleted, the import can run if there's another view with the same name saved to the source. However, if there are multiple views with the same name, the import is unsuccessful. This applies even if the views with the same name are in other modules in the source model.

Run an import action from a dashboard

To run an import action from a dashboard:

  1. Navigate to the dashboard with the import action button.
  2. Select the import action button.
    A dialog asks you to confirm that you want to run the action.
  3. Select Run.
    The Results Summary displays which items imported successfully and any that did not.
    You can open the Details tab for a detailed report or select Close to exit the dialog.