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The Import Menu enables a user to import bulk data into a specific form and doing a simple column-to-field mapping.
 
Figure 1: Import Menu in Userview
NameDescription
Select File

Extensions supported are:-

  • csv
  • xls
  • xlsx
Import Mode

This would allow you to manage existing records. Choices are:-

  • Import new record only
  • Import new record or update existing record
  • Delete record
Validate data?When checked, value from source will be validated against the specific form element's validator that it is mapped to in the "Column Mappings" property.

 

Figure 2: Post submission result in Userview

Figure 3: Import Menu Properties

NameDescription
Custom ID

Item link slug. Optional field.

Info
titleUnique field

Value defined here must be unique to the rest of the Userview Menus as the first matching name will be called upon.

LabelMenu label.
Form

Specify on where to store the data by choosing a target form.

Info
titleHow storing works?

The target form's store binder will be called upon for data storage.

Info
titlePost Form Submission Processing

Any Tool mapped under Post Form Submission Processing of the target form will be triggered each time a record updated or created.

Important: The tool mapped will be triggered regardless of the Run Tool on attribute.

Column Mapping

NameDescription
Column NumberColumn number from the source file. Column number starts from zero.
Field Name

Corresponding element ID in the form set above to be mapped to.

If you are referring to a Subform in the target form, remember to prepend the field name with subform element ID followed by an underscore.

Info
titleExample

Subform ID: subform

Form ID set in the Subform: child

Field ID in the subform: name

Field Name: subform_child_name

Key Column NumberDefine column number that defines the record id. Column number starts from zero.
Start From Row NumberDefine which row number to start processing. Row number starts from zero.

Figure 4: Import Menu Properties - Actions

NameDescription
Confirmation MessageConfirmation Message.
Message shown when error occurMessage shown when error occur.
Message shown after data importedMessage shown after data imported.
Redirection (Hyperlink)URL to redirect.

Figure 5: Import Menu Properties - UI

NameDescription
Custom Header Custom Header in HTML.
Custom Footer Custom Footer in HTML.

 

Figure 6: Import Menu Properties - Advanced

NameDescription
Userview Key Name

Corresponding element ID in the form set above to be mapped to (same like the mapping in "Column Mapping" above).

When defined, the Userview Key value will be saved into the field defined here.

UTF-8 Encoding Checking?When checked, it will check the uploaded file if it is a valid UTF-8 encoded file.


Example:

With the configurations above, we will attempt to import the following data in the screenshot below.

Figure 7: Source data highlighting data that will be imported into the target form's database table (master)


Figure 8: Data written into the form table (master)


Figure 9: Source data highlighting data that will be imported into the target form's subform's database table (child)


Figure 10: Data written into the form table (child)
Import Mode

 

Run Time OptionDescription
Import new record onlyImport only if the import data id value does not exist (match) in the form tabledatabase, i.e. new records only.
Import new record or update existing recordImport into form table database all records in import data.
Delete recordDelete record records in form table database if the imported import data id value exist (match) in form tabledatabase.