Introduction

If you already have your PMs in an Excel (.csv) format, you may want to consider uploading them directly into Limble. This article will walk you through the process. 

Note: One disadvantage to uploading PMs from excel is that it isn't possible to attach images or files to the instructions. This is one of the limitations of Excel.

Download PM Import Excel Template

To Download the PM Import Excel Template, go to the PM page and select the import button.

Download the import file and read instructions. See image below.

Advanced Instructions Uploads

By default all of the instructions that are uploaded from Excel are a checkbox type. (Below you can see what checkbox instructions look like in a PM task.) However, it is possible to create other instruction types from an Excel Sheet. The rest of this article will describe how to do that.

Instruction Types and Syntax

Upload File
TYPE::File [Instruction]

Upload Picture
TYPE::PICTURE [Instruction]

Option List
TYPE::OPTIONLIST [Instruction]; [Option 1]; [Option 2]
You can continue to add options by separating additional options with a semicolon (;).
Note: It is possible to create conditional answer depending on the selected answer. See the last section of this article for details.

Dropdown List
TYPE::DROPDOWN [Instruction]; [Option 1]; [Option 2]
You can continue to add options by separating additional options with a semicolon (;).
Note: It is possible to create conditional answer depending on the selected answer. See the last section of this article for details.

Date (Calendar Select)
TYPE::DATE [Instruction]

Number
TYPE::NUMBER [Instruction]
It is not possible to link the response to this instruction to an asset info field using Excel, rather it is necessary to make the link manually within Limble.  The Meter Readings article describes how to do that.

Text Box
TYPE::TEXTBOX [Instruction]
It is not possible to link the response to this instruction to an asset info field using Excel, rather it is necessary to make the link manually within Limble.  The Meter Readings article describes how to do that.

Label
TYPE::LABEL [Text]

Start Work Order
TYPE::STARTWO [Instruction]

Signature
TYPE::SIGNATURE [Instruction]

Request Approval
TYPE::REQUESTAPPROVAL [Instruction] APPROVER::[email of a Limble user or team name]::APPROVER

Creating Complex Instructions

It is possible to combine instructions in an upload. This article will show you how to do that.

Indented Instructions

To add additional instructions that are indented after the initial instruction, use the following format:
TYPE::[INSTRUCTION TYPE] [Instruction] ADDSUBITEM::TRUE TYPE::[INSTRUCTION TYPE] [Instruction]

Option List and Dropdown Conditional Instructions
It is possible to create instructions using an excel import. The example below is for a Option List; however, the same can be done for a Dropdown list.Below is an example to illustrate the proper syntax:
TYPE::OPTIONLIST [Instruction]; [Option 1]; [Option 2] ADDSUBITEM::TRUE TYPE::[INSTRUCTION TYPE] [Instruction] ; [Option 3]

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