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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.

Figure 1: Import Menu in Userview Runtime



Import Menu Properties

Configure Import Menu


ID: Menu element unique id. Userview will use this id in the URL for the menu if the Custom ID is empty.
Custom ID: Optional custom menu id. Value defined here must be unique to the rest of the Userview Menus as the first matching name will be called upon.
Label: The userview menu label. You can add Font Awesome Icons into your menu labels.
Form: Specify on where to store the data by choosing a target form. The target form's store binder will be called upon for data storage.


Post 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:

Column Number: Column 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.

Example: 



Example

Subform ID: subform

Form ID set in the Subform: child

Field ID in the subform: name

Field Name: subform_child_name


Use Formatted Value: Check this field to use Formatted Value instead of the default Raw/Cell Value.

Example:


Key Column Number: Define column number that defines the record id. Column number starts from zero.

Start From Row Number: Define which row number to start processing. Row number starts from zero.

Custom CSV Delimiter Character: Symbol to represent the delimiter separater.

Custom CSV Quote Character: Symbol to represent the regular quote character.

Figure 2: Import Menu Properties


Action Properties


Confirmation Message: Confirmation Message.
Message to show when error occur: Message shown when error occur.
Message to show after data imported: Message shown after data imported.
Redirection (Hyperlink): URL to redirect, for example, to redirect to the CRUD datalist.

Figure 3: Action Properties


UI Properties

Custom Header: Custom Header in HTML.

Custom Footer: Custom Footer in HTML.

Disable delete record feature: Disables the option for end users to delete records.

Figure 5: UI Properties


Advance Properties


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.

Figure 6: Import Menu Properties - Advanced



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)


Performance & Offline Properties

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 Menu For Joget User Records

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.

APP_jusermanager-user-import-menu.jwa  sample_import_user.csv




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