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