You may be maintaining Dispatch information in an Excel file or in a program that allows you to generate an Excel file. GoCanvas allows you to upload that file to create those Dispatches in bulk.
- Navigate to Work Hub.
- Click Create Dispatch and Upload Dispatches from the drop down menu. Click on the Download button next to the form you want to create Dispatches for. GoCanvas will create a CSV file for you that contains the fields (as columns) you need to assign dispatches in bulk.
- A CSV file will be downloaded to your computer. Open it in Excel. The first three columns represent the three fields you must complete in order to assign a dispatch to a user.
- App Name - It will auto-populate the form name in the second row based on the sample you downloaded. Drag that value down to populate more rows.
Note: You can dispatch to multiple forms in a single file. Make sure your form name is accurate. - Dispatch Name - This will be displayed on the Dispatch Calendar and in the calendar invitation sent to the person assigned to the dispatch.
- Description - This is the name of the dispatch that will show up in the Dispatch Manager and on the user's mobile device. They appear alphabetically on the mobile device.
- User email - This is the email address of the mobile worker you want to assign the dispatch to.
Note: You must add users to your account if you intend to assign dispatches to your mobile workers. - The columns that follow the Scheduled At column relate to how the Dispatch will display on the user's device calendar
- Duration: This column is is used to set how long the Dispatch will show up on the Dispatch Calendar, and/or the calendar the user utilizes on their devices.
- Reminder: This column affects when your users will receive an email with a calendar invite attached to it. This allows them to add the Dispatch to the calendar they use on their devices.
- Send Invite: This column triggers a calendar invite to be sent to the user, which allows them to add the Dispatch to the calendar they use on their devices.
- Save the file. It must be a CSV.
- In Work Hub, click the Create Dispatch button and select Upload Dispatches.
- Upload your file within the box with the dotted line on the right side of the page.
- Push browse and select the file from your hard drive.
- Push the Import button to upload.
That's it! Your dispatches will then appear in Work Hub.
Comments
1 comment
I can't get my csv to upload. It keeps rejecting the upload saying "At date or time is invalid1/3/2022 12:00". No matter how I format it, I get the same result.
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