Abbreviations,used in manual:
RDA - Reference Data Admin
RDAD - RDA Designer
FW - Form Wizard
DD - Drop Down
Export:
Enable Export - export data from the FW to an Excel file.
Use default export method (Form) - export data from the FW's DB table defined in Step 1.
Use export method Grid - export will be based on "Presentation Query" set in FW Step 3.
Export sorted data (Form) - when enable and at least one column is selected, data in the downloaded Excel file will be sorted according to the chosen column(s) in selected order (Asc/Desc):
Export by current filters as default - if FW is filtered (by Search value(s), by DDs, ...) => export filtered data to Excel file.
Enable Hover On Export - when on =>Titles Hover defined in Step 2, will be exported to Excel file. A relevant note will be shown when choosing export type (Form/Grid):
In the downloaded Excel file the Hover row will be shown right above the header row / column's names:
Note: if using Excel file with the hover row for upload/import to the FW = > value "2" must be chosen in the "Header row number" field:
It means that the first row (of title hover) will be ignored on upload.
Header row number - the "Header row number" on Excel file upload, starting from quilliup version 2.8.1, is set to 1 by default, and can't get a lower value.
Sheet Name - the name of the sheet in the Excel file that should be used for upload.
From row - the first row in the range that will be uploaded, can't get value equal or smaller than "Header row number".
To row - will upload all the selected rows in the range up to (not including) the value defined in the field "To row".
For example:
Rows 3-7 from the Excel file will be uploaded to the FW.
Import:
Enable upload - upload/import data to the FW from Excel file.
Note: When uploading a file to the FW, the action isn't shown in the table RDA_audit_trail in the repository. When using bulk upload, the action is shown in the table.
Validation On List Values - validates Excel values for the columns defined to use DDs in Step 2. Fails (doesn't upload) the rows when the value(s) is mismatched.
Validation On List With Variables - validates Excel values for the columns defined to use DDs in Step 2 with variables (Cascading dependency) and fails (doesn't upload) the rows when the value(s) is mismatched.
Validation On List Values Without Failing Rows - validates Excel values for the columns defined to use DDs in Step 2 and uploads the row(s) when the value(s) is unsuitable, but returns a Warning message.
Fail On Duplicate Keys - fail the row(s) in Excel file with duplicates key value. When is off => in the case when an Excel file contains more than one row for the same key, the last row will be uploaded.
Check All Errors In Row - checks all the values in a row for validity, when is off => fail a row for upload when the first error is found.
Bulk Upload - is supported for Data Sources of type Oracle (starting from quilliup version 2.6.3) and PostgreSQL ( starting from quilliup version 2.6.7) only. Valid rows will be inserted into a temp table (same structure as FW's base table) and a merge query will be implemented. Significantly improves performance of uploading data into a FW.
⚠️Note: It is important that the column names in the database are in uppercase for this functionality to work.
When using a Data Source of the type Oracle / PostgreSQL, the following switchers will appear:
1. Drop Temp Table - When the process finishes - the temp table can be deleted.
2. Use NVL (for Oracle only & Azure Databricks starting from quilliup version 2.8.1) - this function is used to replace NULL values in the uploaded file with corresponding values from the original FW. This replacement only occurs for existing records, where updates are made based on the key value.
The function is activated and operates only when the Excel file being uploaded doesn't contain all the columns, presented in the FW table.
For example: data in the FW:
If the User uploads an Excel file with the "Firstname" column missing and containing only column "ID":
The result in the FW after uploading Excel file when the NVL switcher is off:
The result in the FW after uploading Excel file when the NVL switcher is on:
If NULL values are inserted for non-existing records, they remain unchanged without any conversion.
Enable Delete Before Upload - if FW's table (defined in Step 1) should be cleaned before uploading data from the Excel file => choose relevant "Delete Type":
Truncate Table - truncate FW's table (defined in Step 1) before uploading data from the Excel file.
Delete (All) - delete all the records from FW's table (defined in Step 1) before uploading data from the Excel file.
Delete By User (Row Owner) - delete from FW's table (defined in Step 1) only those rows that are related to the User at the audit level.
Note: in case the autoincremented key was defined in FW Step 1, the Excel file must be uploaded without values in this column:
Note: if the uploaded Excel file contains column(s) Header(s) defined as "Hidden" in Step 2, the following error is expected : “row number 1 is not valid according to the defined non-existing columns in file”.
Note: quilliup expects that Excel file will use a dot as the decimal separator.
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