Difference between revisions of "Dataformview CSV"

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*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.
+
*Depending on your system settings, a dialogue will pop up for opening or saving the csv export file or the file will be saved automatically to your computer.
 
===Import data from a csv file===
 
===Import data from a csv file===
*Click ''import'' option in the menu bar.
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*Follow the 'Import' link on the view display to open the Import form.
*Fields import settings - list of fields to be imported.
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*In the pattern settings, enter the csv heading for each imported pattern if different from the pattern name.
*Csv settings - control file settings and upload file.
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*Upload (or drag&drop) the csv import file into the file picker or paste csv formatted text into the text area.
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*Adjust the csv settings if required.
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*Click the 'Import' button.
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====Import form====
 
==Settings==
 
==Settings==
 
{{Dataformview General settings}}
 
{{Dataformview General settings}}
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====Export====
 
====Export====
 
Enable/Disable export for the view instance.
 
Enable/Disable export for the view instance.
With export enabled you can select the export file type (csv,  excel, calc; default csv).
 
 
====Import====
 
====Import====
 
Enable/Disable export for the view instance.
 
Enable/Disable export for the view instance.
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##import##: ...
 
##import##: ...
 
</nowiki>
 
</nowiki>
==Import form==
 

Revision as of 17:00, 31 January 2014

The Dataform CSV view is designed mainly for CSV export/import purposes. The view allows you to predefine the set of Dataform fields to export/import, the desired field content by pattern (e.g. human readable dates, entry author info etc.), the export column order, the import column headings and the target export type (csv, xls, ods). You can define different export/import templates (different instances of the csv view) for the same activity and via the view access permissions allow different role/user access to designated export/import views.

Usage

Export data to a csv file

  • Open view
  • Click Export all or Export page from the menu bar.
  • Depending on your system settings, a dialogue will pop up for opening or saving the csv export file or the file will be saved automatically to your computer.

Import data from a csv file

  • Follow the 'Import' link on the view display to open the Import form.
  • In the pattern settings, enter the csv heading for each imported pattern if different from the pattern name.
  • Upload (or drag&drop) the csv import file into the file picker or paste csv formatted text into the text area.
  • Adjust the csv settings if required.
  • Click the 'Import' button.

Import form

Settings

Export/Import settings

Patterns

The list of patterns to export import, each pattern in a new line. This list is equivalent to the Entry template of the Aligned view type and if the view is designed to display entries (by adding the ##entries## tag in the View template), the entries will be displayed in an aligned table, one column per pattern.

Export

Enable/Disable export for the view instance.

Import

Enable/Disable export for the view instance.

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##:	...