Import data from excel

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Import data from excel

Jarosław Kowalewski
Hi,
is it possible to import data to form? 
I mean:
1. user loads e.g. CSV file
2. data are loaded to form? 
3. I need to load repeat data. 

Or should I prepare something similar by myself? Maybe someone has prepared such a feature?

but it is about "how to create a form based on the Excel data"... 

BR,
Jarek

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Re: Import data from excel

Alessandro  Vernet
Administrator
Hi Jarek,

The feature you are pointing to seems to be inline with what you are
describing: it take an Excel file, and imports it, creating a new "form
data" for each line in the Excel file. Or am I maybe misunderstanding what
you'd like to do?

Alex


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Re: Import data from excel

Jarosław Kowalewski
Hi,
It is not what i expect. I need to give user such possibility . E.g. in a big form that user have to fill in there is a list of participants. Such list is an repeat in a form. 
And now we have two options:
1. user fill in line by line manually 
2. user can import such data from csv (XML would be nice but typical user don't know what it is :))

If you have a few position it is not so important but my custorem will have up few hundrets of participants on one list any many lists ; different in different project. 

This is a basic requiremnts.

More advanced is possibiiity to import delta of data. E.g. it should be possible to add only new participants to an existing list, check if there are duplicates etc. This form will be 'live' what means that can be edited many times and in a long perspective of time (1-2 years).


BR,
Jarek



2018-07-22 23:42 GMT+02:00 Alessandro Vernet <[hidden email]>:
Hi Jarek,

The feature you are pointing to seems to be inline with what you are
describing: it take an Excel file, and imports it, creating a new "form
data" for each line in the Excel file. Or am I maybe misunderstanding what
you'd like to do?

Alex


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Re: Import data from excel

Erik Bruchez
Administrator
Jarek,

Got it. And as you see, no, there is no such feature in Orbeon Forms right
now.

-Erik

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Re: Import data from excel

Alessandro  Vernet
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In reply to this post by Jarosław Kowalewski
Jarek, as mentioned by Erik importing data from Excel into a repeated grid so
users don't have to re-type in all the data isn't a feature right now, but
we've seen customers implement this type of logic in a custom model (see
link below), and since I think that you are quite familiar with XForms, this
might be a good way to do it for you.

https://doc.orbeon.com/form-runner/advanced/custom-dialogs-model-logic

Alex

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Re: Import data from excel

Jarosław Kowalewski
Thanks for your answers.
I tried to learn something about custom controls and at that moment I'm not sure it is a best way to implement it. :)
I need to learn also xbl with my knowladge about xforms. Maybe it is a good idea to prepare solution placed in a form definition and only then to change it to custom control.

In general my idea is to:
1. load csv file as defult upload
2. create xsl that will transform csv based on the header to XML saved into dedicated instance
3. display imported rows still from custom instance with a validation
4. if all will be ok, trigger import via button action. - copy/insert imported data to main instance. 

Does it sound simply? I can imagine that solution... 

2018-07-28 7:38 GMT+02:00 Alessandro Vernet <[hidden email]>:
Jarek, as mentioned by Erik importing data from Excel into a repeated grid so
users don't have to re-type in all the data isn't a feature right now, but
we've seen customers implement this type of logic in a custom model (see
link below), and since I think that you are quite familiar with XForms, this
might be a good way to do it for you.

https://doc.orbeon.com/form-runner/advanced/custom-dialogs-model-logic

Alex

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Re: Import data from excel

Alessandro  Vernet
Administrator
Hi Jarek,

Yes, I don't think you need to create a custom control for this. As you
said, you can just add your XForms code to a form, and I'd recommend you use
a custom model, as you'll find the development cycle is much faster this way
(see link to the relevant doc in my previous message). And yes, what you
suggest in your points 1 to 4 do make sense to me.

Alex

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