Bulk workflows
How do I review failures in a bulk validation or upload?
Use the per-item outcome, not just the overall batch-completed notification.
Navigation: Open Forms 145/146 → Forms Dashboard → relevant form list → Batch Reports / action result
How to do it
- Keep the action's progress/results dialog open and inspect the failed Form ID, row or acknowledgement.
- For saved runs, open the list header's Batch Reports icon and open the matching report.
- For Validate from Portal, inspect MATCH/MISMATCH/ERROR results and download its CSV details.
- Correct the affected draft or prerequisite, then retry only the appropriate failed items after checking prior successes.
What to expect
You can distinguish successful records, skips and failures before taking another action.
Important details
- A timeout after contacting the portal leaves the outcome uncertain; check the portal/draft/acknowledgement before a repeat filing action.
- A portal comparison mismatch is not the same as an editor-required-field error or an Excel parsing error.