Dataformview CSV: 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. | ||
= | ==Usage== | ||
===Export data to a csv file=== | |||
== | |||
=Export data to a csv file= | |||
*Open view | *Open view | ||
*Click ''Export all'' or ''Export page'' from the menu bar. | *Click ''Export all'' or ''Export page'' from the menu bar. | ||
*A csv file will be downloaded to your computer. | *A csv file will be downloaded to your computer. | ||
===Import data from a csv file=== | |||
=Import data from a csv file= | |||
*Click ''import'' option in the menu bar. | *Click ''import'' option in the menu bar. | ||
*Fields import settings - list of fields to be imported. | *Fields import settings - list of fields to be imported. | ||
*Csv settings - control file settings and upload file. | *Csv settings - control file settings and upload file. | ||
= | ==Settings== | ||
{{Dataformview General settings}} | |||
{{Dataformview View template}} | |||
===Export/Import settings=== | |||
====Patterns==== | |||
====Export==== | |||
====Export to==== | |||
Select your preferred file format for export purposes. The default format is set to CSV. Other options are: excel, calc, etc. | |||
====Import==== | |||
===CSV settings=== | |||
*'''Delimiter''': Select the character which separates fields in the exported/imported CSV file. The comma character (,) is set as the default character. Other available characters are: semicolon (;) colon (:) and tab (/t). | |||
*'''Enclosure''': Select the character that surrounds each field. By default there is no enclosure. | |||
*'''Encoding''': Select a default character encoding. For Import you can override this default in the Import form. | |||
{{Dataformview Submission settings}} | |||
==Patterns== | |||
{{Dataformview View patterns}} | |||
===Type specific patterns=== | |||
<nowiki> | |||
##export:all##: ... | |||
##export:page##: ... | |||
##import##: ... | |||
</nowiki> |
Revision as of 14:45, 29 January 2014
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.
Usage
Export data to a csv file
- Open view
- Click Export all or Export page from the menu bar.
- A csv file will be downloaded to your computer.
Import data from a csv file
- Click import option in the menu bar.
- Fields import settings - list of fields to be imported.
- Csv settings - control file settings and upload file.
Settings
Export/Import settings
Patterns
Export
Export to
Select your preferred file format for export purposes. The default format is set to CSV. Other options are: excel, calc, etc.
Import
CSV settings
- Delimiter: Select the character which separates fields in the exported/imported CSV file. The comma character (,) is set as the default character. Other available characters are: semicolon (;) colon (:) and tab (/t).
- Enclosure: Select the character that surrounds each field. By default there is no enclosure.
- Encoding: Select a default character encoding. For Import you can override this default in the Import form.
Patterns
Type specific patterns
##export:all##: ... ##export:page##: ... ##import##: ...