Upload an Excel file to a View
Upload an Excel file to extract the data record directly into the View window.
-
On the
Component Panel, click
File uploader and drag it onto a
View.
The Wizards window appears.
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Click the
Record field, click the ellipsis
and
select a record to update.
The list only contains records based on Excel files.
-
Select the
Execution plan check box and click the ellipsis
to
select the plan to run after the file upload.
This step is optional. For more information, see Execution plans.
The viewer design appears on the View screen.
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In the
Viewer, click
Open
.
The viewer window shows the placeholder where you can upload your file.
-
Click
Drop Excel file here for updating record <record name>, or drag the
file to this label.
The record data is updated and a message appears to indicate successful completion.
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To update the data, you must refresh the grid or re-enter the
Viewer.
If an issue occurs during the upload, a warning may appear in the following situations:
-
Structure of the downloaded file does not match the structure of the file from the record or the file format is wrong.
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The execution plan failed.
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