Documentation / Workflows

Import

How import works in TrialStack when teams need to bring external material into the governed product model.

Why it matters

flowchart LR
    External[External material] --> Import[Import]
    Import --> Workflow[Governed workflow]

Import explains how outside material enters TrialStack and becomes part of a governed workflow instead of remaining a disconnected upload event.

How it works

flowchart LR
    File[File or content] --> Request[Import request]
    Request --> Record[Relevant record model]

Imports bring external content or files into shared request flows that can be tracked, reviewed, and connected back to the relevant record model.

When to use it

flowchart TD
    BringIn[Need to bring in material] --> Import[Import]
    AlreadyThere[Already governed] --> Skip[No import]

This concept matters when the team needs to bring source material, uploaded content, or reprocessed records into the workspace in a controlled way.

What to watch for

flowchart LR
    Import[Import] --> Owner[Owning workflow]
    Owner --> Review[Review path]

Import is not just file transfer. The important question is what workflow owns the result after the handoff.