Excel uploads with User Fields
Hi, I'm having an issue with a user field that someone could shed some light on. We currently upload data through excel csv and one of the fields is designer responsible. Our goal is use this uplo...
Forum Discussion
Catelyn,
Does you application look like this?
When you load the CSV data to the Jobs table, the Designer Responsible must match 100% with one of the Employee Full Name records in the Employees table.
If it does, then the Job record will now know the User from the Employees table. That obviously empowers reports and workflows where as the Employee name is for UI consumption.
Where is your CSV data coming from? What system is generating that data? Can you make it any richer with the Record ID# of the Employee? As Mark mentioned characters before or after will break this trick. "Catelyn" is not " Catelyn" is not "Catelyn " and so on.
Another way to do this is email address. If you put the Employee email address in both tables as an Email field, it will correct for trailing spaces on the import.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------
Does you application look like this?
When you load the CSV data to the Jobs table, the Designer Responsible must match 100% with one of the Employee Full Name records in the Employees table.
If it does, then the Job record will now know the User from the Employees table. That obviously empowers reports and workflows where as the Employee name is for UI consumption.
Where is your CSV data coming from? What system is generating that data? Can you make it any richer with the Record ID# of the Employee? As Mark mentioned characters before or after will break this trick. "Catelyn" is not " Catelyn" is not "Catelyn " and so on.
Another way to do this is email address. If you put the Employee email address in both tables as an Email field, it will correct for trailing spaces on the import.
------------------------------
Don Larson
Paasporter
Westlake OH
------------------------------