The purpose of the file loader option is to update the /edit existing unit 's information for a large number of units by uploading a file, rather than by as opposed to manually updating each unit.
| Note |
|---|
|
...
|
Requirements
Units:
The units that will appear in the file must already be present in the system.
The Using the file, 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. A list of all the fields which can be updated is availablehere.
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 The user must have permission at least to view the cluster/group that the unit belongs to.
File:
The file must be in CSV (Comma Delimited) format.
The first column of the file must be a Unit ID (unit_id). This column must include valid unit ids, so its values must be filled. In addition. , each Id should have a single row (the same unit cannot be updated with 2 different rows).
Each field you wish to update must appear with its system name in the column headline (all the system names appear here below ("Field Unique Names").
Each value should much match the field's type. The field can be of one of the following types:
Numeric - commas are not allowed (i.e., the valid format is 1000 and not 1,000). 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
Date and numeric fields cannot be empty.
Textual String - free text.
Note that empty fields will override the existing value (delete it). List Options String - valid values are only predefined options.
Boolean fields (true or false) - valid values are "Yes"/ "No" . (case sensitive?)insensitive).
You can write the following code in the relevant rows to avoid overriding existing settings: %DONOTCHANGE%
Example of a file:
| View file | ||
|---|---|---|
|
File Uploading Process
Prepare the CSV file in accordance with (Comma Delimited) format.
file by the limitations listed above.
Open the Galooli Manager solution and enter the “My Units” menu.
Select "Bulk Update”.
Select “Upload File”.
Upload the prepared CSV file
| View file | ||
|---|---|---|
|
5. Accept the warning message
...
6. After the file has been uploaded, a validation process will begin:
(Comma Delimited) file.
If the file is not in CSV (Comma Delimited) format or doesn't include "unit_id" in the first column, the file will not be uploaded.
Upon uploading the file, a validation process will begin, and the information from the file will appear in the table. The appearance of the data in the table indicates that the data was uploaded successfully, but this does not indicate that an actual update occurred.
If the column headline doesn't cantain contain a valid parameter name the headline will be colored in red.
If one of the rows contains an invalid value, the value will be colored in red.
7. Only after all values are valid (no red values in the table), you can save the settings of the units.
...
8. Following the successful upload process the user will receive an email from Galooli. (???)
...
File Loader Success and Error Messages (relevant?)
Success Result
The units have been updated and an email has been sent to the user
...
Partial Success Result
Units have been updated, but an email has not been sent to the user
...
Failure
...
If some units fail to update after saving the parameters, an email with the details of the failure will be sent to the user.
Example:
...
The report will contain the failure reason.
...
File Update Success and Error Messages
Success Result
After a successful update of the parameters.
...
Partial Success Result
After a partially successful update of the parameters but with some issues.
...
Failure Result
...