One-by-one Data Entry (Workflow Import Queue)
- Seth Petry-Johnson
Overview
The Workflow Import Queue was originally designed for bulk data import using uploaded CSV files.
However, sometimes a user only needs to import a few records at a time and doesn’t want to deal with downloading a CSV template, filling it out, re-uploading it, etc.
In Release 12.2 we added the ability to do one-by-one, in-app data entry instead of uploading a file.
Unlike file upload, which uses a two-step validation and processing approach, the data entry form fully processes each record as it is submitted.
The “Change Log” page
After adding the first record, the “choose a process” UI is replaced with a change log showing a history of the data records entered so far.
Each entry in the log includes the result (whether it created a record, updated a record, etc) and the data values submitted in the data entry form.
Clicking “Add Another” will re-open the data entry form, which facilitates rapid data entry.
The “Change Log” page is only accessible from the browser tab where the data entry is being performed. If that tab is closed or reloaded it will start a new “batch” and return to the main Data Import screen.