Exporting and Importing Dynamic Forms Data

Example of Pivoted Checklist export.

Exporting Checklist Data from the Schedules / ECH Main Screen

To export your Checklists:

• Open the Schedules / ECH Main Screen.
• Select the desired Schedules / ECHs.
• In the toolbar click the Export button.
• Click here to export in your desired format.

Exporting Dynamic Forms Checklist Answers

Exporting Checklist Data from the Dynamic Forms Interface

You can also export the data collected with any Dynamic Form directly from the Dynamic Forms wizard. 

To export Collected Data from the Dynamic Forms wizard:

• Select the desired Dynamic Form from the Main Grid.
• Select the Collected Data tab.
• Select the Answers tab.
• Click Export. 

This option will only be shown when there are more than 100 records associated with the selected Dynamic Form Checklist.  All of the Collected Data will be exported.

Dynamic Forms Collected Data export.

Importing Checklist Data

Your Exported (and updated) Dynamic Form Checklist data can be imported back into IMS via the Import Wizard in Settings \ Data Transfer \ Import Data, using either the Schedule Dynamic Forms or Condition History Dynamic Forms import type. Rows for which the Value column is empty, will be skipped by the importer, so not all Checklist questions need to be answered for this import to work.

Note: The respective templates are also available to download from here, and filled in. 

Importing Checklist Data