How to import data from XLS file using a UI action (button) on a form

Scheuerman1
Mega Expert

Good morning,

 

My apologies for asking this question. I have researched and found these threads but for some reason I am not able to put the pieces together. Here are the other threads I have found to try to solve my problem:

 

Community thread 1 

Community thread 2 

Community thread 3 

 

And many others that I could continue to list. But, for whatever reason, I am still not able to get it working. The requirements are fairly straight forward.

 

I have an export button that works great, it pulls all the records I need and exports an xls file (known file name). The user will take the XLS and make some notes (functionally a description field) and then needs to import that same file back into the system to a known table. The file will need to go through an import data process and a transform map as I understand it.

 

What does the UI code look like? What does the transform map code look like? Or, do I not use a transform map at all and instead use a business rule?

 

Any help would be greatly appreciated.

 

Thank you!

1 REPLY 1

Community Alums
Not applicable

Hi 

Can you share the Code for Export UI action ?