[Due for payment 2025-09-02] [$250] Update CSV upload options for Members

[danielrvidal]

As a follow-up to this proposal we want to allow users to upload a csv to Members to that include columns for SubmitTo, and approvesTo

Proposal: Update CSV upload options for Workflows and Members

Problem: A NewDot customer we’re onboarding has 180 employees and 19 different approvers. Updating their approval workflow manually would take a fair amount of overhead. Then, once set, managing their approvals when bulk updates are needed becomes tedious.

Solution: Update the options for submitsTo and approvesTo for CSV upload in Members. We're going to update both the members page to accept a CSV where the columns could update in bulk for: Name, Email, Custom fields, [NEW] SubmitTo, and [NEW] approvesTo.

1. To be clear, the members page already accepts a csv. Right now, the importer displays columns to choose for email and role. So we're just going to accept it to allow more columns to be used, including submitsTo and approvesTo.

For some more details:

• We have the CSV_IMPORT_COLUMNS keys for submitsTo and approvesTo in /app already here. So we think all we need to do is add them here to map them in that specific CSV upload flow and it should work.

• The command ImportMembersSpreadsheet already accepts the submitsTo and forwardsTo properties, so we might have to rename the CSV_IMPORT_COLUMNS.SUBMIT_TO and CSV_IMPORT_COLUMNS.APPROVE_TO to match the naming.

Upwork Automation - Do Not Edit

• Upwork Job URL: https://www.upwork.com/jobs/~021938658531679406608
• Upwork Job ID: 1938658531679406608
• Last Price Increase: 2025-06-27
• Automatic offers:
• nkdengineer | Contributor | 107894673

Issue Owner

Current Issue Owner: @danielrvidal

[Ducica]

Proposal

Please re-state the problem that we are trying to solve in this issue.

I don't quite understand if this issue is open for proposals. If not, I apologize for spam.

New feature to add members/workflows via csv import on both workflows and members page (members already has the feature partially implemented).

What is the root cause of that problem?

New feature.

What changes do you think we should make in order to solve the problem?

As the description mentions, would need to add respective columns for approvesTo/Submits to etc to columnRows

Would need to modify importMembers function in order to also look into the additional columns.

Then here We would need to send also these additional fields in parameters.

Finally, the same functionality should be added in "Workflows" tab (as I understand identcal functionality is needed it should just be available from two places members and workflows.

What specific scenarios should we cover in automated tests to prevent reintroducing this issue in the future?

We could add some tests for importPolicyMembers that would reflect this new payload.

What alternative solutions did you explore? (Optional)

Reminder: Please use plain English, be brief and avoid jargon. Feel free to use images, charts or pseudo-code if necessary. Do not post large multi-line diffs or write walls of text. Do not create PRs unless you have been hired for this job.

[melvin-bot]

Job added to Upwork: https://www.upwork.com/jobs/~021938658531679406608

[melvin-bot]

Triggered auto assignment to Contributor-plus team member for initial proposal review - @sobitneupane (External)