Data Uploader

The data uploader provides a mechanism for data to be uploaded into the platform for any process definition. The file format is Comma Separated Values (CSV)

There are 4 stages to the process:

1. Select the process definition for which data is to be loaded

2. Download the template

3. Fill in the template

4. Load the file into The Anywhere Platform

• • Select the process template for which data is to be uploaded.

  • A template file is automatically generated.

• Click on the generated template file to download it to your download area.

• Open the file in Excel. The top row contains the tokens for all the fields in the process definition.

• The top line (containing the field tokens) should not be deleted.

• The values entered into the sheet should be the same as they appear on the screen when submitting a new form using this process template.

• The same fields that are mandatory when submitting a new form are also mandatory in the template.

• Ensure that the fields are formatted as Text fields in Excel. This is important as certain fields (for example dates) are converted in Excel.

• Once the template is completed it should be saved as a Comma Separated Values (CSV) file.

• Upload of other types of validations is not supported.

• Select the file to be uploaded in the text area provided with Step 3.

• A preview of the data is automatically displayed.

• The data can be amended and/or missing values entered where they are mandatory. 

• Once the data is ready to be imported click on 'Validate and Upload Data'

• The forms will be created from the data supplied. Following upload they will be at the first step following the 'Start' step.

Q: I don't see a preview when I select the file in Step 3

A: This is likely because the file is not in CSV format. Ensure that when the completed template is saved in Excel, it is saved as CSV format and not the default XLSX.

Q: My values are displayed in the preview as 'Undefined'

A: This is because the value does not match one that is in the validation or may be because of the way the validation is defined. Check the value supplied and check the validation too. For validations based on SQL, use the test capability on the validation editor to test the query and check the results returned.

Q: I want my forms to load at a specific point in the workflow 

A: This is common for forms which are loaded in an 'Active' state and have perhaps already gone through initial approval. If this is required, then the workflow should be reconfigured so that the transition from the 'Start' step goes straight to the point where the forms should be once loaded. Once the import is complete the transition should be reset back to what it was, so that forms submitted manually follow the complete lifecycle.