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Dataform CSV View: Difference between revisions

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The Dataform CSV view is designed mainly for export/import purposes. This view allows you to predefine which Dataform field can be csv exported/imported, in which order, choose your own custom names for columns (which may be different from the field names) and add flexible input/output data (e.g. human readable dates, entry author info etc.).  
The Dataform CSV view is designed mainly for export/import purposes. This view allows you to predefine which Dataform field can be csv exported/imported, in which order, choose your own custom names for columns (which may be different from the field names) and add flexible input/output data (e.g. human readable dates, entry author info etc.).  
You may also define different export/import templates (different instances of the csv view) and via the view access permissions allow different roles/users access to a designated export/import instance.
You may also define different export/import templates (different instances of the csv view) and via the view access permissions allow different roles/users access to a designated export/import instance.
=Setup=
*In the Dataform activity go to ''Manage'' >''Views''<br>
*Go to ''Add a view'' option and choose ''Csv''
==View general settings==
==View timing==
==View template==
==Settings==
*'''Output type''' - choose your preferred file format for export purposes. The default format is set to CSV. Other options are: excel, calc, etc.
*'''Delimiter''' – define the character which separates each field of the text. The comma  character (,) is  set as the default character. Other available characters are: semicolon (;) colon (:) and tab (/t).
*'''Enclosure''' – characters that surround each field.
*'''Encoding''' – choose your character encoding.
*'''Export fields''' –  choose which fields to export and in what order (first field on the list will be the first column in your csv file). You can add columns by adding column name. You can also add  tags from the field tags with additional data.
*'''Field tags''' - list of additional input you can add to the Export fields.

Revision as of 23:17, 22 October 2013

The Dataform CSV view is designed mainly for export/import purposes. This view allows you to predefine which Dataform field can be csv exported/imported, in which order, choose your own custom names for columns (which may be different from the field names) and add flexible input/output data (e.g. human readable dates, entry author info etc.). You may also define different export/import templates (different instances of the csv view) and via the view access permissions allow different roles/users access to a designated export/import instance.

Setup

  • In the Dataform activity go to Manage >Views
  • Go to Add a view option and choose Csv

View general settings

View timing

View template

Settings

  • Output type - choose your preferred file format for export purposes. The default format is set to CSV. Other options are: excel, calc, etc.
  • Delimiter – define the character which separates each field of the text. The comma character (,) is set as the default character. Other available characters are: semicolon (;) colon (:) and tab (/t).
  • Enclosure – characters that surround each field.
  • Encoding – choose your character encoding.
  • Export fields – choose which fields to export and in what order (first field on the list will be the first column in your csv file). You can add columns by adding column name. You can also add tags from the field tags with additional data.
  • Field tags - list of additional input you can add to the Export fields.