What You'll Learn
How to import prompt sets and prompt questions by CSV
Before you start
Requirements:
The Prompts module must be enabled in your workspace. If you don't see Prompts in your main menu, contact [email protected]
Permission needed: Can change site configuration settings- When the Prompts module is enabled, prompts will immediately become visible to technicians working on tasks. To avoid disruptions to ongoing tasks, enable the module during low-activity periods, such as late in the day or at the end of a workweek.
For information on how to set up prompt questions directly in Uptick, refer to this article.
How to import new prompt sets and prompt questions
3. Fill out the csv template.
Important:
Every prompt set requires at least 1 Header question type before you add other questions
Please note, the order of the questions is on the CSV is the order they will present in Uptick.
The table will include information to define your prompt set and questions. Below are the mandatory fields:
is_active | is_required | type | ref | label | promptset_name | promptset_ref | promptset_config | promptset_assettypes | promptset_routineservicetypes |
Is Active | Is Required | Type | Prompt Ref | Label | Promptset Name | Promptset Ref | Promptset Config | Promptset Assettypes | Promptset Routineservicetypes |
MANDATORY | MANDATORY | MANDATORY | MANDATORY | MANDATORY | MANDATORY | MANDATORY | MANDATORY: | MANDATORY: | MANDATORY: |
There are also optional fields:
help_text | limit_to_variants | limit_to_routineserviceleveltypes | remarktypes | config | choice_keys | choice_values | promptset_type | rules |
Help Text | Limit To Variants | Limit To Routineserviceleveltypes | Remarktypes | Config | Choice Keys | Choice Values | Promptset Type | Rules |
Additional help text shown to users | List of asset variants to limit this question to. | List of routine level type to limit this question to. | List of remark types that are applicable to this question. | Configure your Prompt Question in this field for the following types: | This field is only applicable for CHOICE questions. | This field is only applicable for CHOICE questions. | Choices: | Set the frequency which this question will present to users. |
9. If you have no errors, click Finalise. If you receive errors, please address them on the CSV, and repeat steps 4-9 again.
How to edit prompt questions and add new questions to a prompt set
Important rules:
You cannot move a question once it is saved under a header. This is because the question may have answers stored against it.
Solution: Duplicate the question and save it under the new header. Then make the original question inactive.You cannot add a single question via CSV import. You must import an entire promptset at a time
Solution: If you want to add a single question, please add it directly in Uptick. If you want to add a few questions, please download the prompt questions (Control Panel > Asset Types > Download Prompt Questions). Please insert the new questions amongst the original questions in the order you want them to show.Every promptset requires at least 1 Header question type at the beginning.
1. Download the prompt questions (Control Panel > Asset Types > Download Prompt Questions)
2. Edit/add the prompt questions. Please note the rules above
8. If you have no errors, click Finalise. If you receive errors, please address them on the CSV, and repeat steps 3-8 again.











