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Forum Discussion

Mer's avatar
Mer
New Contributor II
3 years ago

Import form cells using excel template - Validations help request

Hi All!  We're trying to import form data via excel template, but the load is not validating certain tokens such as WF assigned entities and template name. Is there a way of adding validations/stati...
Forms
MikeG's avatar
MikeG
Contributor III
3 years ago

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.

  • Mer's avatar
    Mer
    New Contributor II
    3 years ago

    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.