Question

create csv data source in cloud

Version 10 Laserfiche Cloud

Updated February 23, 2021

asked on February 18, 2021 • Show version history

trying to find information on how to create a csv data source in the cloud to use for a dynamic field. Not finding instructions on how to do this. I have found where to do it but it says I have to create a remote agent and then when I create the data source for the csv I choose that new remote agent I created and then next screen just says localhost as server and its greyed out.

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replied on February 19, 2021 • Show version history

I believe this should get you where you want to be. Then link to the created lookup table in repository administration for the template to set up dynamic fields. Lookup Tables (laserfiche.com).

The workflow approach would be to keep it regularly synced with some changing external list, but that shouldn't be necessary if it's static

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replied on February 19, 2021

I already have a csv created. I want to use it to create dynamic fields in a template. I really don't want to have to build workflows and such just to be able to use a csv as a source for dynamic field. Is that really the option?

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replied on February 19, 2021

if the user can easily upload csv file using the Update button in the Data management look up table section then i think you should just use that.

My method like Justin Pava stated is to allow userf to update the Look up table by dragging and dropping that particular file to a specific folder in order to update the look up table that has been set for dynamic look up

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replied on February 19, 2021

once you set the table .. the user should be able to update the table to add different or new data :)

The workflow methodology is to prevent users from having to go into Data management, select the table that requires a change and uploading the new csv file and clicking update. :)

hope that helps

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replied on February 23, 2021 • Show version history

yes. that helps a lot. Thank you!

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replied on February 19, 2021

Why dont you use your Look up table as your dynamic table and designate a particular folder location as the "import folder"

you would just need to create a workflow that includes the replace look up table so that the look up table is replaced by the cvs file that you will let the users upload.

a Rule with every hour check if that particular folder has a csv with a particular entry name to start the starting rule.

let me know if you want exact detailed out workflow activites that you would set.

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replied on February 19, 2021

or are you needing to create the csv from the metadata?

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create csv data source in cloud

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