Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents

...

borderColorgreen
borderWidth1
titleBGColor#ddffcc
borderStylesolid
titleDefinition

Introduction


The userview Import Menu is a feature

...

to import bulk data (in a .csv or Excel file) into a specific

...

Joget form. The Import Menu properties allow you to perform simple column-to-field mapping

...

. When importing records, you can specify the following import mode:

During import, you can click the "Validate data" checkbox to perform data validation based on the form field validation rules.


Image Added


Import Menu Properties

Configure Import Menu

 

...




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.

...


Image Modified

Figure 2: Post submission result in Userview


Image Modified

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.
Image Modified

Column Mapping
NameDescription
Column Number

Column number from the source file. Column number starts from zero.

Image Modified

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
Image Modified

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.
Custom CSV Delimiter CharacterSymbol to represent the delimiter separater.
Custom CSV Quote CharacterSymbol to represent the regular quote character.

...


Image Modified

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.

...


Image Modified

Figure 5: Import Menu Properties - UI

NameDescription
Custom HeaderCustom Header in HTML.
Custom FooterCustom Footer in HTML.
Disable delete record featureDisables the option for end users to delete records.

...


Image Modified

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.


Panel
borderColorblue
borderWidth1
borderStylesolid

Example:

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

Image Modified

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


Image Modified

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


Image Modified

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


Image Modified
Figure 10: Data written into the form table (child)

...

 

...



Panel
borderColorpurple
borderWidth1
titleBGColor#ddccff
borderStylesolid
titlePerformance

You can configure the Performance settings in this Userview Element which allows one to cache existing content for improved performance and loading speed. Read more at Performance Improvement with Userview Caching

...

.



Import Joget Users

The Joget User Mgnt Utility has an import menu to import user records into Joget DX. You can download the app from Joget Marketplace.


Download Demo App

Download the following sample app and CSV file

 

...

to demonstrate the use of Import Menu

...

.

View file
nameAPP_jusermanager-user-import-menu.jwa
height150
  
View file
namesample_import_user.csv

...

height

...

150