Candidate Field Association (CFA): Steps to Perform the Workbench Import (Tier 5 User Access)

Resolving The Problem

If you are a Workbench Tier 5 user and do not have access to import spreadsheets in Workbench, put a request in to your IBM representative to enable the below setting for your account and add some public profiles to allow you to import successfully.


1. Export the current Candidate Field Association (Tools > Forms > Candidate Forms > Administer Form Fields (for the candidate form that houses the CFA you will be uploading) > Export Field Association > Access the Task Manager (Tools > Task Manager) to access your spreadsheet.)
o If you are creating a new association, you can use the spreadsheet format from an existing CFA. Simply change the Form name (if necessary) and the Parent Question cell to include the Database Field Name of the parent question.
2. Prepare your spreadsheet by adding/modifying the CFA that you would like to import.
3. Go to Tools > Import > Profiles
4. With Tier 5 access, you do not have the ability to create Import Profiles, this must be completed by an IBM representative. If you do not see an CFA profile for the Parent field, please contact your IBM representative to have one added. If you do have one available, follow the next steps.
5. Select the existing profile and click Launch.

6. Selecting Launch will direct you the following screen.
1 – Re-select your spreadsheet
2 – Click Launch

7. The system will process the spreadsheet and send you an email when the import is complete.
8. Navigate to the Task Manager to see the results of the import. (Tools > Task Manager)
9. On the Task Manager page, there is a Status column which will indicate the status of your import. There are 5 potential Statuses you may encounter:
o Pending = The import is waiting in line to be processed.
o Running = The import is currently being processed. You may use the “Refresh display” link to watch the progress. (Number of rows will increase as the file is processed.)
o Completed = The import has completed without errors. It is important however, to open the file (via the binoculars icon ) to review the results.
o Completed with Errors = The import has completed and has errors that will need to be resolved. Open the results file via the binoculars icon , review the errors, correct them in the original file and reload the file. (You may reload the entire original file, with the corrections, or just the CFA that had to be corrected.)
O Failed = The import failed completely. This may be an issue with the extension of the excel file you attempted to import, an overall system error/issue, or that the file was too large and timed out. Troubleshooting tips can be found below.
10. If this is a new field association, you will also need to update the parent and child fields settings to ‘turn on’ the association. This can be enabled by editing the field and navigating to the Field Associations section.


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