Import

This allows data from an external application to be imported into a view. 

The action relies on a few assumptions.

  • The data is copied to the user's clipboard.
  • The data copied was in tab-delimited format or in a spreadsheet organized into columns.
  • The data copied matches the column structure of the grid in the View.
  • The data copied includes a unique Record ID in the first column. If this value is hidden in your view, include an extra numbered column at the left of your copied data.
  • The data copied doesn't hold any invalid values for the grid that would cause an import to fail.

This action is not intended to be used with any other actions.

Watch the Video

Import will begin matching records from the clipboard to records in the current Grid View using the left most column to match with the left most column in the Grid View. If a matching record is found, DataVoke updates each column in the grid view with the data off of the clipboard, following all configured entry rules as if someone were typing the changes to the view manually. If no matching record is found in the view, DataVoke will create a new record.

The search for matches during the import process only occurs in the current view. If the view is filtered, the possibility of creating duplicate records still exists, so the user should plan the views that they are using to import data.

  1. The Import Wizard responds to the Paste action with a predicted result set.
  2. Here users can set the status for New, Updated, and Same records.
  3. Once the User clicks Import the results are presented.

Statuses

When the Import action is executed, the user is taken through the Import Wizard.

  • The Import Wizard will prompt the user to select the status for new values, updated values and unchanged values.
  • Different statuses can be automatically set if an existing record will be updated.
  • A new, updated or unchanged value can have its state set to any status in the Manage Statuses window.

No data will change in the database that exists on the server until the user clicks the Save button in the Grid View.  So if the user makes a mistake, they can simply close the view and select 'No' at the save prompt. It's like it never happened...Autogenerated values will override any imported value. Examples of these are record codes that are autonumbered, properties that use a formula, and serial property values.

Troubleshoot Imported Data

If a user forgets to confirm their values exist in a list for a Linked Property (drop-down source), they may notice red flags on those records.

To resolve the broken link:

  1. Cut the values from the linked column (paste somewhere as a backup) .
  2. Save those values as empty.
  3. Paste the copied values back into the grid.
  4. Save the records and the red flags will go away, showing the values are valid.

If another linked value in the grid is dependent on a drop-down value, the same process should update the link.

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