dspCompose

Generate the File

Refer to Import a File at the Request-Role Level and Import Tips for general information.

On the Parameters page, on the Posting and File tab, settings related to file generation allow a user to:

  • Set the location where dspCompose™ saves the generated file in the File Location field

  • Set the number of days the generated file is retained in the File Retention Interval field

  • Generate a protected Excel spreadsheet if the Protect Excel Sheets check box is enabled

To generate a file for a request:

  1. Select Requests on the Navigation pane.
  2. Click Roles for the request.

  3. Click Vertical View for the Data Entry role.

    View the field descriptions for the Request (Roles) page’s Vertical View.

  4. Click Generate Template File.

    NOTE: dspCompose™ creates an empty Excel template with columns named for the columns on the data entry page and a row of sample data. The sample data is pulled from the recording performed when the template was created and serves as a guide for users performing file input into dspCompose™ requests. The file can be edited, saved and uploaded to dspCompose™ to import data into the request.

    NOTE: The file is generated according to configuration settings. Refer to Configure Columns for File Generation and Data Entry for more information.

  5. Save the file.

    NOTE: Do not change the file name.

  6. Open the file in Excel and enter request data.

    NOTE: Do not enter data in the red and black rows. These are required for dspCompose™ to upload data.

  7. Save the file.

Continue with Import the File.