Forum Discussion
- MikeGContributor III
Is the goal to get the data in once, a one time process for Administrators, or are you building a monthly repeatable process for the users? If the process will be repeatable then a Dashboard Form may be a better design for managing the import and manual adjustments of the data. i.e. Combo Box for Entity and also relevant UD's for users to slice/pivot the data in the Form.
- MerNew Contributor II
Thanks Mike! The goal is to have the users load data, monthly. They already have a dashboard to do this, with combo and check boxes, but since there are many intersections and lots of scrolling to do, an excel form template was requested.
- chulContributor III
Which template are you using? There are several: XFD, XFF, XFF Matrix, XFSetCell
Assuming you're using one of the XFF templates (which is recommended based on your post), ensure that the Named Range includes all rows and columns. The dimension token row allows you to lock onto one member (e.g. E#:[Houston Heights]) or vary each row (E#).
- MerNew Contributor II
Thanks Chul. I confirm we're using a XFF matrix template. We have everything configured, and the form is loading. We can load both static values [ ] and different values for the rows.
I'm wondering if there's a way to avoid the template from loading any form template or any entity, to just read what's applicable for the WF Profile, similar to how PLP validates the WF Profile and sets static values in the ImportRegisterFromXLSXFile sub.
There is a readtable range method in the brapi utilities, you could use that and then get the field values and perform a validation. I guess you might have to do this in the event handler to prevent the next step (depending on how you are loading the data).
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