Import from Excel into a form
In Quickbase, I have an Estimate table where each record is an estimate. (Record ID# becomes our estimate #) The actual estimate is created in Excel. For tracking and reporting purposes, there are ...
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Hi,
One approach I have done for a customer is to allow them to attach the CSV file to the form and add a button to the form. When user clicks the button I execute a quickbase page that loads the attached excel data to the form based on the form record_id or key. The caveat is that the name of the header fields in the excel file must match the field names in the table where the form is attached to in quickbase. This way the data in the excel will map to the record and attributes in quickbase. I can provide you with the javascript code-page for your use. Let me know if I can help you by talking about workflow specifics. Reach out to me at sckaram@gmail.com. Below is a screen shot example. Rather than CSV you will attach excel.
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Souheil Karam
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One approach I have done for a customer is to allow them to attach the CSV file to the form and add a button to the form. When user clicks the button I execute a quickbase page that loads the attached excel data to the form based on the form record_id or key. The caveat is that the name of the header fields in the excel file must match the field names in the table where the form is attached to in quickbase. This way the data in the excel will map to the record and attributes in quickbase. I can provide you with the javascript code-page for your use. Let me know if I can help you by talking about workflow specifics. Reach out to me at sckaram@gmail.com. Below is a screen shot example. Rather than CSV you will attach excel.
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Souheil Karam
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