Forum Discussion
MikeG
Contributor 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.
Mer
2 years agoNew 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.
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