The purpose of the file loader option is to update the unit's information for a large number of units by uploading a file, rather than by manually updating each unit.
The data in the file will overwrite the information in the system, if there are units in the system that are not in the file, then they will not be changed
Limitations
Units:
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. 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 be 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).
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 Manager solution and enter the “My Units” menu.
Select "Bulk Update”.
Upload the prepared CSV file. If the file is not in CSV format or doesn't include "unit_id" in the first column, the file will not be uploaded.
After the file has been uploaded, a validation process will begin:
If the column headline doesn't cantain 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.
6. Only after all values are valid (no red values in the table), you can save the settings of the units.
7. 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
