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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 
LabelMenu label.
Form

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

How storing works?

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

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.

Example

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 
UTF-8 Encoding Checking? 
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