Bulk Upload From Excel into user table
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11-09-2022 06:59 PM
Hello,
I need to do a bulk upload into a custom table, which we'll call table_2 using an Excel Sheet.
I need to pass the content of a field from table_1 into table_2 as I do the bulk upload.
There is a relationship between table_2 and table_1.
table_2 is displayed as a list view on the table_1 form. When users click the UI action button on table_1 they expect to see table_2 to be updated with the new users from the Excel sheet along with the table_1 name.
I created a UI action button that redirects the users to the Record Producer. I have already created a Transform Map, a data source, an import set table, and I am using the Record Producer to attach the Excel File. The UI action button is located on table_1, I am able to get the data I need from table_1 into the Record Producer variable.
I just need the name of table_1 to be attached along with the User Records going into table_2 as it gets uploaded from the Excel sheet.
This is where I am stuck.
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11-09-2022 08:00 PM
Hi, unfortunately your requirements are not very clear, you should be able to map your data using
a beforeTransform script if updating a reference field on the record you are currently inserting,
or afterTransform script if updating another table\record with a reference to the record you just inserted.
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11-09-2022 08:57 PM
I just wanted to clarify my requirements with a visual. We need to be able to load the attendees into the attendees table with the corresponding session name. The bulk upload only loads the names of the attendees using the Excel sheet.
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11-09-2022 09:25 PM
So table 2 is Session Attendees? and has a reference field to the 'Session' table ?
You should be able to import this reference when you import the table 2 data.
Have you added the display name for your session table record to your imports?
am guessing this is the Session name field? and the column name for the excel file would need to be the name of the field on Table 2