A Table Upload question is one of the question types that can be added to a Form action. This article discusses Table Upload questions in more detail.
NOTE: Familiarity with Form actions is recommended to better understand this article. For more information, see Form Action.
Table of Contents
- What is a Table Upload Question?
- Setting Up a Table Upload Question
- Question-Specific Settings
- Advanced Options
What is a Table Upload Question?
When used in a Form action, a Table Upload question displays a box that allows users to upload an .xlsx file, or table, containing data needed in a workflow.
The .xlsx file will be validated during upload - if it does not meet the specified format, it will be rejected and the errors displayed accordingly on the User Application. Users can then correct the file and try the upload again. Once the .xlsx file is uploaded, the data contained therein becomes available for use in the workflow.
The image below shows a Table Upload question as it appears in the User Application.
Setting Up a Table Upload Question
To add a Table Upload question to a Form action, select it from the list on the Action Editor. You can then start setting up the Table Upload question. For more information, see Setting Up a Form Action.
To make all cells in the .xlsx file compulsory, check the Cells in all columns compulsory box. This means that all cells in the .xlsx file must have a value, otherwise the file will be rejected during upload.
NOTE: You can also specify a particular column to always have a value by checking the Cells in all columns compulsory box when you add a column to the question.
On the First Row box, enter a number corresponding to the first row, excluding header rows or titles, containing data in the .xlsx file.
To Set Up File Columns
To start adding the columns expected in the .xlsx file:
- Click Add Column.
- Select the appropriate column type from the list. For example, for a column that will store full names, select Text. For more information on data types, see Table Column Types.
- On the Column Editor, enter a name for the column, and an optional description, if required.
- Check the Compulsory box if it is required for the column to always have a value.
NOTE: You can also specify all columns in the file to be compulsory by checking the Cells in all columns compulsory box on the main page of the question.
- Enter a square bracket name for the column.
- On the Column position box, enter the column index. For example, if the column corresponds to Column A in the .xlsx file, enter A as the column index.
- To set optional validation criteria for the column, click Advanced Options. Otherwise, click Done to save the column and close the Column Editor.
To add more columns to the data table, repeat Steps 1-7.
NOTE: Validation criteria in Advanced Options may vary depending on the column's data type.
Column types in Table Upload questions can be any of the following types:
|Yes/No||Yes or No|
|Value||May have any of the specified values for the column|
Under a Table Upload question's Advanced options section, you can set up the following:
- Select the only file types allowed for the upload: Only .xlsx files are accepted.
- Button name: Form actions are set to be non-scrollable by default, meaning you have to click a button at the bottom of each Question page to go to the next question. The button name is set to Continue by default. You can set a new name for the button here.
- Conditional Questions: Each question type you can use in a Form action can be set to include Conditional Questions, if required. With Conditional questions, a question can be made to appear or disappear, depending on certain conditions. For more information, see Conditional Questions.