Assistant Building

You can bulk-create and edit conditions and their answer options using CSV files. This is especially useful when working at scale — managing hundreds of conditions and values at once.

Once your conditions are set up, you can apply them to assets in bulk using the related Asset Metadata Import/Export feature.

Step 1: Export Existing Conditions

It's recommended to start by exporting existing conditions. This gives you a correctly formatted template to work from.

1. Select one or more existing conditions.

2. Open the context menu and select Export CSV.

3. Open the downloaded file in your preferred spreadsheet editor.

Step 2: Understand the CSV Structure

Each row in the CSV represents a single answer option for a condition. Columns are divided into two groups:

• Condition-level fields (shared across all rows with the same condition): Condition ID, Condition Name, Condition Purpose, Form Data Key, Question to User, Condition Description

• Answer-level fields (unique per row): Answer ID, Answer Name, and optional fields such as subtitle and image ID

Important: When editing, never modify the Condition ID, Condition Name, Answer Name, or Answer ID of existing entries — these are used to match rows to existing records. All condition-level fields must be identical across every row that shares a Condition ID.

Step 3: Make Your Changes

To edit an existing condition or answer:

• Edit the relevant fields in place, following the rules above.

To add new answer options to an existing condition:

1. Add a new row.

2. Copy all condition-level fields from the existing rows for that condition.

3. Leave the Answer ID blank.

4. Enter the new Answer Name and any optional answer details (e.g. subtitle, image ID).

To add a brand new condition:

1. Add one row per answer option for the new condition.

2. In the Condition ID column, use a temporary letter (e.g. A) — the same letter for every row belonging to this condition.

3. Fill in the same condition-level details on every row.

4. Leave the Answer ID blank on all rows.

5. Enter an Answer Name and optional answer details for each row.

Step 4: Import the Updated CSV

1. Save your file as a CSV.

2. Go to Mavenoid.

3. Click Add > Import CSV.

4. Select your saved file.

If there are any issues with the file, a warning will appear in the import dialog. You can download a details file next to the error message to see exactly what went wrong. If everything looks correct, confirm the import.

Your new conditions and answer options will now appear in Mavenoid.

Tips

• Always export before editing — it ensures you have the correct format and existing IDs.

• When adding new conditions, use any temporary letter as the Condition ID. Mavenoid will assign the real ID on import.

• This feature scales well — you can manage hundreds of conditions in a single CSV file.

*Next: Apply your conditions to assets via CSV