I'm trying to migrate a meta data from an excel spreadsheet to a SP 2013 document library. The columns are managed meta data columns with pre defined terms matching the data in the excel spreadsheet.
However I cannot copy and paste data from excel via Quick Edit in the doucment library without getting the following error "The data returned from the tagging UI was not formatted correctly"
This happens even when I remove all formatting or paste to notepad first.
Are there any simple solutions to this issue?
http://i.imgur.com/1bqpMPA.jpg
Thanks,
Any metadata fields are in fact foreign keys, as it were, to a dynamic, hidden table (or 'list', whatever you want to call it) within SharePoint. To paste a value into a metadata column, you need to know your element's guid (as in, within the term set) and then append that to each metadata element you're pasting in as a <name>|<guid> pair.
Getting the GUID for an element within your term set
Browse to [site-root]/TaxonomyHiddenList/AllItems.aspx and create a new view (or edit the default one) to display the field 'IdForTerm'.
Where you have a term 'apple', your IdForTerm may look like '1288beaf-82e0-4d81-b9de-ad5ad8382938'. Take a note of the guid for each term which appears within your input data.
Edit your input to correctly reference each term
Let's say you're importing your data from an Excel spreadsheet. Or from a CSV. It doesn't really matter. What you need to do is, basically, a find and replace down each managed metadata column, replacing 'term' with 'term|guid'. So our example from earlier, with the apple, would become 'apple|1288beaf-82e0-4d81-b9de-ad5ad8382938'.
Finally, assuming your view is set up in exactly the same order as your input data, you should be able to 'edit list' from within the browser, hit the leftmost side of your first input row (to select the entire row) and CTRL+V all of your data at the same time.
Note there appears to be a limit to the number of entries you can make at the same time. It appears to sit at around 5,000 elements.
Adding on to #rmacd's answer, you can also get the GUID for a given MMS term by first manually entering the value(s) you need in a Quick Edit cell, then copy and paste the same value(s) from SharePoint to Excel. The pasted value will appear with the full term|guid that you need to complete the bulk copy/paste.
Related
I'v been asked to create an app in Oracle Apex that will allow me to drop a CSV file. The file contains a list of all active physicians and associated info in my area. I do not know where to begin! Requirements:
-after dropping CSV file to apex, remove unnecessary columns
-edit data in each field, ie if phone# > 7 characters and begins with 1, remove 1. Or remove all special characters from a column.
-The CSV contains physicians of every specialty, I only want to upload specific specialties to the database table.
I have a small amount of SQL experience from Uni, and I know some HTML and CSS, but beyond that I am lost. Please help!
Began tutorial on Oracle-Apex. Created upload wizard on a dev environment
User drops CSV file to apex
Apex edits columns to remove unneccesary characteres
Only uploads specific columns from CSV file
Only adds data when column "Specialties" = specific specialties
Does not add redundant data (physician is already located in table, do nothing)
Produces report showing all new physicians added to table
Huh, you're in deep trouble as you have to do some job using a tool you don't know at all, with limited knowledge of SQL language. Yes, it is said that Apex is simple to use, but nonetheless ... you have to know at least something. Otherwise, as you said, you're lost.
See if the following helps.
there's the CSV file
create a table in your database; its description should match the CSV file. Mention all columns it contains. Pay attention to datatypes, column lengths and such
this table will be "temporary" - you'll use it every day to load data from CSV files: first you'll delete all it contains, then load new rows
using Apex "Create page" Wizard, create the "Data loading" process. Follow the instructions (and/or read documentation about it). Once you're done, you'll have 4 new pages in your Apex application
when you run it, you should be able to load CSV file into that temporary table
That's the first stage - successfully load data into the database. Now, the second stage: fix what's wrong.
create another table in the database; it will be the "target" table and is supposed to contain only data you need (i.e. the subset of the temporary table). If such a table already exists, you don't have to create a new one.
create a stored procedure. It will read data from the temporary table and edit everything you've mentioned (remove special characters, remove leading "1", ...)
as you have to skip physicians that already exist in the target table, use NOT IN or NOT EXISTS
then insert "clean" data into the target table
That stored procedure will be executed after the Apex loading process is done; a simple way to do that is to create a button on the last page which will - when pressed - call the procedure.
The final stage is the report:
as you have to show new physicians, consider adding a column (into the target table) which will be a timestamp (perhaps DATE is enough, if you'll be doing it once a day) or process_id (all rows inserted in the same process will share the same value) so that you could distinguish newly added rows from the old ones
the report itself would be an Interactive report. Why? Because it is easy to create and lets you (or end users) to adjust it according to their needs (filter data, sort rows in a different manner, ...)
Good luck! You'll need it.
I’m not sure where to start on this project. I know how to read the contents of the excel spreadsheet, I know how to identify the header row, I know how to loop over the contents. I believe I have the UX portion worked out but I am not sure how to process the data.
I’ve googled and only found .Net solutions but I’m looking for a ColdFusion/Lucee solution.
I have a working form allowing me to map a user's spreasheet column to my database values (this is being kept simple for this post; user does not have direct access to the database).
Now that I have my data, I'm not sure how to loop over the data results. I believe there will be several loops (an outer and an inner). Then of course I also need to loop over the file contents but I think if I can get the headings mapped out,I can figure out the remaining.
Any good links, tutorials, or guides would be greatly appreciated.
Some pseudo code might be enough to get me started.
User uploads form
System reads headers and content.
User is presented form with a list of columns from their uploaded spreadsheet to match with available database fields (eg “column1” matches “customer name”.
User submits form.
Now what?
UPDATED
Here is what the data looks like AFTER the mapping has been done in my form. The column deliiter is the ::: and within the column the ||| indicates the ID associated with the selected column value. I've included the id and the column value since I plan on displaying the mapping again as a confirmation. Having the ID saves a trip to the database.
If I understand correctly, your question is: how do you provide the user a form allowing them to map their spreadsheet columns to that of the database
Since you have their spreadsheet column names, and you have the database column names, then this problem is essentially a UI/UX problem. You need to show both lists, and allow the user to map them. I can imagine several approaches to this. My first thought would be some sort of drag/drop operation, as follows:
Create a list of boxes, one for each field in your database table, and include the field name in (or above) the box. I'll call this the db field list. Then, create another list for each column from the spreadsheet, which I'll call the spreadsheet column list. The user would drag/drop items from the spreadsheet column list to the db field list.
When a mapping has been completed by the user, you would store the column/field names in as data for the DOM element of the db field list box. Then upon submission, you would acquire the mapping data by visiting each box and adding it to an array. Then you would serialize that array into JSON and send that to your form submission handler.
This could be difficult or easy, depending on your knowledge of UI implementations using JavaScript. jQuery makes this easy (if you know jQuery). There's even a jquery UI plugin that does this: https://jqueryui.com/droppable/.
A quick search for javascript drag drop would help, and here's a few articles I found:
https://www.w3schools.com/html/html5_draganddrop.asp
https://medium.com/quick-code/simple-javascript-drag-drop-d044d8c5bed5
You would also need to submit the array of mappings using javascript. You could search for that as well, and here's an article I found:
https://codereview.stackexchange.com/questions/94493/submit-an-array-as-an-html-form-value-using-javascript
I am creating an excel sheet with following Data Validation drop down list.
NA
Done
(add some formula here)
Basically, i will be able to select either plain text "NA"/ "Done" from the dropdown list. But sometimes, I want the user to be able to calculate some values based on the cell respective to the row selected so, I want to have one formula as a choice inside the data validation dropdown list. Is this possible?
Data Validation List Source
When I click on Formulae option, it should execute the formula with respect to the cells in that Row
But currently, the formula that i put in doesn't execute, instead it will just show the whole formula in the cell when activated.
1)How can i make it so that when i select the formula from data validation list, it will execute it instead of filling up the cell with it?
2)How do i set the formula so that it will be using the cell from the current Row? (for example, if i am using the data validation List in N60, the formula should adapt itself to use the cell (let's say A60?).
I may not be able to help with the second part, but I was seeking an answer to the first and discovered a solution/workaround using Name Manager.
First, in Formula > Name Manager, create a new reference (the "refers to" will contain whatever formula you are wishing to ultimately display in the validation list. For this example, we use the formula reference "=IF($H54=..." and Name it "UniqueName"
Now, we go into Data Validation, Select List, and input the three items we want displayed in the list, with an equals sign preceding our newly named reference: ie. "NA,Done,=UniqueName"
Note: You can't start with the =UniqueName or validation will try to read it all as a formula and fail.
This method will allow the user to display "NA", "Done", or "=UniqueName" in the cell; if "=UniqueName" is selected, the cell itself will interpret this as a formula and execute it accordingly, displaying the results of "=IF($H54=...", or whateverelse you have designated to use as a named formula.
If it's too late for yours, I hope this helps someone else who may face a similar problem.
While I think I know what you're trying to say. Why don't you just use an IF formula to evaluate everything instead of selecting a drop down for every row manually. You already had it partially solved using IF. Just need to add the criteria for a "Done" and an "NA"
=if(A1="date","Done",if(A1<"date","NA",if(something else until you have all your catergories))
Just going to piggyback off of Mark's response.
If you really needed your named formula to be the first selection in the list, you can setup your list with a leading comma like so:
,=UniqueName,NA,Done
That worked out for my use, and there was no null item listed in the Data Validation drop down. Hope that helps!
I need to copy selected row values and store as a new record.
I am using Oracle Apex 4.2 and Tabular Form.
I need to use checkbox to select the rows and button copy. When i select multiple rows followed by click copy button to copy all the selected row values as new rows and save.
Can anyone Help
Copying Records Through an APEX Tabular Form Input
The idea of cloning existing records from a single table through an Oracle APEX Tabular Form works without much interference with the default design that you can set up through the APEX wizard for page region content.
Build a table with an independent primary key.
Suggested to include two auxiliary columns: COPY_REQUEST and COPIED_FROM for running copy operations. Specific form elements will map to these columns on the tabular form that will be set up.
Build an Oracle stored procedure that can read which records need to be copied. This procedure will be invoked each time the SUBMIT button is pressed.
(optional) Consider including a suppression of step (3) in the event that there is nothing to process (i.e., no records marked for copying).
The Working Table for Receiving Input: COPY_ME
TIP: You will have an easier time if you use the standard TABLE creation wizard. Designate CUSTOMER_ID as the PRIMARY_KEY and have APEX create its standard auto-incrementing functionality on top. (sequence plus trigger set up.)
Here's the sample data I used... though it doesn't matter. You can put in your own values and be able to verify what happened easily.
The Heavy Lifting: The Stored Procedure for Cloning Records in COPY_ME
This procedure works with 1 or more records at a time with a special identifier in the COPY_REQUEST table. After the task is done, the procedure cleans up and resets the request value again.
create or replace procedure proc_copy_me_request is
c_request_code CONSTANT char(1):= 'Y';
cursor copy_cursor is
SELECT cme.CUSTOMER_ID, cme.CUSTOMER_NAME, cme.CITY, cme.COUNTRY,
cme.COPY_REQUEST
FROM copy_me cme
WHERE cme.COPY_REQUEST = c_request_code
FOR UPDATE OF cme.COPY_REQUEST;
BEGIN
FOR i in copy_cursor LOOP
INSERT INTO copy_me (customer_name, city, country, copied_from)
VALUES (i.customer_name, i.city, i.country, i.customer_id);
UPDATE copy_me
SET copy_request = null
WHERE CURRENT OF copy_cursor;
END LOOP;
COMMIT;
END proc_copy_me_request;
There is also a column that can be hidden. It tracks where the record was originally copied from.
Note that the cursor is using the FOR UPDATE OF and WHERE CURRENT OF notation. This is important because the procedure is changing the records that are referenced by it.
APEX Page Setup Instructions
Set up a standard FORM type page and choose the TABULAR FORM style. Follow the set up instructions, taking care to map the correct primary key, and also to the PK sequence object created with the table in the previous steps above.
This is what your page set up will look like after these steps are completed:
EDIT The COPY_REQUEST Form Value:
Under the column attributes section, change the Display As option to "simple checkbox"
Under the list of values section, put a single value under the LOV Definition: Y (case sensitive in either way... just be consistent)
EDIT The COPIED_FROM Form Value:
Under the column attributes section, change the Display As option to "Display as Text(Saves State)". This is just to prevent users from stepping on this read-only field. You could also suppress it if it isn't important to know.
CREATE a New Process: Execute Copy Procedure
This is the bottom of the same configuration page, there are very few things to change or add:
Demonstration: Screenshot of COPY_ME Tabular Form Page in Action
The first screenshot below is before the page is tidied up and the checkbox control is put into place.
Plug in some test data and give it at try. The Page Process created in the step above conditionally invokes the stored procedure that processes all copy requests made at the same time when the SUBMIT form button is selected.
COMMENTS: If you spend enough time tinkering around with the built-in wizards in Oracle APEX, there are opportunities to learn new design patterns and process flows compatible within the tool. Adapting your approach can reduce the amount of additional work and frustration.
Greetings:
Is there anyway to make an apex report table cell (or even the entire report itself) conditionally read-only in Apex 3.2? I don't see the "read-only" box anywhere in the options; tried searching everywhere.
Thanks in advance!
Since the whole tabform is to be made read-only for particular users, you can do this at rendering time rather than using Javascript. However, you would need 2 copies of each column:
Column to be displayed for an authorised user, not readonly
Identical column to be displayed for a non-authorised user, with Element Attributes set to readonly=readonly
Authorisation schemes can be used to control which columns are displayed to the user.
I was hoping to find a way to do this with a single column and a dynamic value for Element Attributes, but I couldn't get it to work.
OK, I had an error in concept. I wanted to make a tabular form read-only. That's why I couldn't see the "read-only" box. If you open the source for the generated page, each column has given an id with the following naming convention:
id="f02_0001"
This table cell is in column 2, row 1. So, you can use JavaScript to loop through a column and modify it's properties. In this example, I use jQuery:
var payments = $("[id^='f08_']"); // get all cells for column 8
// loop through items
$.each(payments, function(){
alert($('#'+this.id).val());
// make whatever changes you want to this.id, such as make read-only
});