Importing Functional Areas

Import functional areas to use the functional areas created by other users, or created on another Infor GRC servers.

To import a functional area:

  1. Select Design > Approval Process > Functional Area on the navigation bar.
  2. Click Import. The Import Functional Area screen is displayed.
  3. Select the file (.json,.csv or .zip) to import.
    Note: If selecting the CSV file option, you must zip the CSV file before uploading.
  4. Specify this information:
    Task Name
    The name for the importing task.
    Import Option
    The options available to execute the import task.

    Possible values:

    • Create Copy:

      A copy of the functional area is imported.

    • Keep Existing Data:

      The existing functional area available in the application is retained.

    • Overwrite/Merge from Import file:

      The imported functional area overwrites or merges the existing functional area, available in the application.

  5. Click Import. An import task is created. You can track the status of the Task from the Tasks page.
    Note: Functional Areas when imported are in the disabled state, by default. You must enable the Functional Area before using it for an approval process.