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Import data in Dynamic Forms from Excel?
Last Post 09-18-2012 05:07 AM by Ryan Bakerink. 5 Replies.
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Sean SeanUser is Offline
going with the flow
going with the flow
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08-22-2012 06:04 AM

    Hi there,

    I have an existing catalogue stored in an Excel table (25 fields and 4000 rows) What we want is to use Dynamic Views to show the products and Dynamic Forms to edit/add products. Is there a way to import the existing data into Dynamic Forms?

    Thank you!

    Ryan BakerinkUser is Offline
    river guide
    river guide
    Posts:1900
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    08-22-2012 11:42 AM
    Hello Sean,

    I would recommend Creating a SQL Table to store all of your excel records. I would then Import the Excel Spreadsheet into the SQL table that you have created using Microsoft SQL Server Management Studio.

    Once the information is in your SQL table, you can easily configure Dynamic Views to pull in information from this SQL table. Then you can provide an Edit, Add, and Delete link on the Dynamic Views grid.

    The most important item is to have the information stored in a table on your site.

    Then you can proceed with creating a workflow grid that will handle Adding, Editing, and Deleting records from this table.

    This is an advanced workflow with Dynamic Forms and Dynamic Views so we can assist via Premium Integration Services if you'd like our assistance:
    http://www.datasprings.com/support/...rt-options

    I would estimate 2-3 Premium Integration hours to fully complete this workflow.

    Please let me know if you have any questions.

    Thanks,

    Ryan
    Sean SeanUser is Offline
    going with the flow
    going with the flow
    Posts:54
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    08-27-2012 04:54 AM

    Hello Ryan,

    Thank you for your reply

    So, understanding this correctly I can uses 'create actions' for Edit, Add, and Delete links on the Dynamic Views grid.

    I wanted to test this out on an existing sql table MytestTable (ID as primary key). I tried the 'delete query'as mentioned in the manual, but that doesn't seem to work:
    Delete from MyTestTable Where ID='$(ID)'

    Also, can you please tell me what the Edit and Add queries are?

    Thanks again!

    Sean

    Ryan BakerinkUser is Offline
    river guide
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    08-27-2012 05:40 AM
    Hello Sean,

    Dynamic Views will handle only the Delete by using an "Action". The query for the action would be very similar to the query you provided in your post, except with a minor tweak:

    Delete from MyTestTable Where ID='$(PrimakeyKey)'

    The PrimaryKey token is derived from the Column that you've specified as the Primary Key in the Dynamic View.

    The Add and Edit workflow can be handled by a Dynamic Form. You can build one SQL Form Completion Event to INSERT and another to handle UPDATE.

    You can build Dynamic Hyperlinks from the Dynamic View that point to the Dynamic Form thus letting the Dynamic Form know which mode it is in.

    You could have a simple hidden field on your Dynamic Form that could be named "DBUpdate" and has a default value of "False", this field will also retrieve from Querystring variable.

    So if you pass ?DBUpdate=True through the URL then this could be a way to let the Dynamic Form know that you're Updating an existing record. The Insert SQL will only conditionally fire if DBUpdate = False. The Update SQL will only conditionally fire if DBUpdate = True.

    Please note that DBUpdate isn't a keyword, you can name this trigger field anything you want. Since this is an advanced workflow that isn't covered by our Standard Support I won't be able to elaborate much more.

    I'm certain that you'll find some techniques that you can use from our Free Demonstrations:
    http://www.datasprings.com/formdemos

    Please let me know if you have any questions.

    Thanks,

    Ryan
    Sean SeanUser is Offline
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    08-28-2012 05:40 AM
    Great, I can work with that.
    Thanks for your support !
    Ryan BakerinkUser is Offline
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    09-18-2012 05:07 AM
    You're more than welcome, hope you have a great experience using our products!

    -Ryan

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