FAQ: What are the mandatory fields of a Capital Request Import?

How do I know which fields are the Mandatory fields? 

The mandatory fields to fill out in the template come directly from the fields you marked as mandatory when you created the Capital Request Form. It is essential to select a template that matches the type of request form. 

Always Mandatory in the Import Template

In the Import Template specifically, the mandatory fields are:

• Contributor Email (Note: Email addresses in your file should NOT be hyperlinked)
• Title
• Description
• Capital Costs || Category || FY20xx
• Funding Sources || Funding Source || FY20xx

A few Troubleshooting Notes: 

Note: If you receive an error message about an unmapped field (e.g., Request Groups) when uploading a template that does not have that mandatory field, confirm you have selected the correct form type in Step 2.

Pro-tip: If you do not have a funding source for a request, since that field is mandatory, enter a placeholder amount, like $1.00 or $0.01.

Additional Resources 

For additional information on the Capital Budgeting import template and form editing, see the following training articles and videos: 

Training Articles 

• Capital Budgeting - Import Capital Requests 
• Capital Budgeting - Edit Capital Request Forms 
• FAQ: How do I ensure a smooth import of Capital Requests?

Training Videos 

• Video: Capital Budgeting - All about Request Forms