The purpose of the file loader option is to update the credit grid unit's information for a large number of units by uploading a ready file, rather than by manually updating each unit.
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The units that will appear in the file must already be in the system.
The units cannot be moved between different groups and clusters using the file.
Only fields that are supported by Forms Gate can be updated through the file is intended to update only the KWH and not to create new units. A list of all the fields which can be updated is available here.
User:
Users with "Full” permission to "Unit Management" will be able to view the button and upload the file.
It is necessary for the user to have permission at least to view the cluster/group that the unit belongs to.
File:
The file must be in CSV format.
The first column of the file must contain only two columns with the following titles - Units ID and Updated KWH
The rows under the column titles should not be blank
Units IDs should not contain thousands or decimal points
The KWH can be expressed as decimal with or without a thousand separator
The updated KWH value and the unit ID cannot be negative
Updated KWH value and unit ID must be numericalbe Unit ID (unit_id). This column must include valid unit ids, so its values must be filled.
Each field you wish to update must appear with its system name in the column headline (all the system names appear here).
Each value should much the field's type. The field can be of one of the following types:
Numeric - numeric fields cannot be empty. (points/commas?)
Date - must be in the following format: yyyy-mm-dd hh:mm:ss (hh:mm:ss are optional). date fields cannot be empty.
Textual - free text. Note that empty fields will override the existing value (delete it).
Boolean fields - valid values are "Yes" / "No". (case sensitive?)
File Uploading Process
Prepare the CSV file in accordance with the limitations listed above
Open the Galooli Apps solution and enter the “Grid Oracle” menu
Select "Load From File”
Upload the prepared CSV file
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If the unit ID isn’t valid the validation will fail. It may occur for one of the following reasons:
The user does not have permission to view the unit
The unit does not exist or has been removed from the organization
If the kWh value is < 0 the validation will fail.
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