7.2.2.2 Configuring Excel Upload

Excel Upload Definition Type creates new forms based on the uploaded Excel file that has column names as per the table in the application data source.

When users have data stored in an Excel file, they can upload it directly through the UI using the Excel Upload option. Enabling Auto Mapped Attributes allows the system to automatically match the Excel column headers with existing attributes, providing a suggested mapping. This feature serves as a sample attribute mapping and is available only for custom tables.

While creating forms using Excel Upload, you can also modify the mapping for the attributes. After the new form is approved from the Forms Definition Summary Page, users with the necessary role and permission can perform Data Entry for the records updated by the Excel file.

Note:

Make sure the Excel files are saved in the Microsoft Office 2016 Standard version. Excel files saved in Office 365 version cause compatibility issues.

To create forms using Excel Upload:

1. Select Excel Upload in the Create Form Definition page and add the following details.
   • Code - The unique Form code. This value is auto-generated.
   • Name - The Form Name. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Description - The Form Definition description. You can enter between 3 to 100 characters. Only alphabets, numbers, spaces, and underscores are allowed.
   • Auto Map Attributes - Enable this option to auto map the attributes in the Excel file with the attributes in the Entity Table.

     Note:

     Auto Map attributes feature does not always map all attributes between the user defined excel and the entities. In such a case where Auto Mapping fails, the user should manually map such attributes which were not auto mapped.

     Note:

     Ensure that all date values in the Excel file are entered in the MM-DD-YYYY format.

   At any point of time during the form creation, click Save to add the new form to the Form Summary. The form is saved in the Draft format. Click Actions and select Edit, to update the form definition.
2. Click Continue to access the File Upload tab.