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Question

Creative way for users to import data?

  • January 26, 2021
  • 0 replies
  • 42 views

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I have a child table with multiple fields, but only 3 of interest in my use case. Part Description, Quantity, and Unit Cost, Related Project.

My users have spreadsheets they are emailed from external sources, with columns that match (excluding related Project).

It would be very easy for me to import. However, I want the users to be able to import on their own. Any creative way to do this?

The best I have come up with is having an editable report link on the child table, using Firefox and copy paste from Excel to the report link in edit mode. This works, but the limitation is you can only copy/paste 4 items at a time. My users may have as many as 20.

I'm thinking about seeing if there is some way to use a pipeline and have them upload the excel sheet to a box drive or something, or maybe email it, but that all seems more involved than it needs to be?

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Mike Tamoush
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MarkShnierYou
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I have two ideas. The first one may be too tricky for your users to master, but if you highlight those bottom flour empty rows at the bottom of the embedded grid edit report and then you right click you can insert more rows. The four rows double to be 8 rows.  Then highlight those eight rows, You can right click and have them double to be 16.  repeat and you get 32 blank rows.  The tricky part about the highlighting is you have to click just right on the left-hand edge of the embedded grid edit report. 

The other thing you can do as you can make a button which will create say five more empty rows every time they click the button. So you just tell them to click as many times as they need to make the target bigger. Then they would have a nice big target to paste into. Essentially they would be over writing records which are blanks.

I suppose each night you could have an automation go through and delete all the blank rows.


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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