CSV files & Form Copy & scripts

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  • November 22, 2024 at 10:15 AM #51318

    Glen Forister
    Participant

    The problem of using a Form Copy to test scripts. The copy doesn’t have any data, and so that has to be imported via CSV file.

    The problem with that is the possibility of a missed comma in the data. I discovered that when I use a field with a Pick List (Multi-Value Popover) with more than one item, a comma is inserted. That creates problems with exporting and using CSV files. I tried to find a way to substitute something else like ” – “, or semicolon etc., but I couldn’t find a way to do that.

    Any suggestions?

    November 22, 2024 at 7:10 PM #51319

    Brendan
    Keymaster

    When you export a CSV file, set the Column Delimiter to tab or pipe or something other than comma.

    Also, instead of importing into the same document, just make a new document and use the Export Tap Forms Archive command in your original document to export a .tfarc file and import it into the new document. Then you don’t need to worry about CSV files, encoding column delimiters, date formats, and so on.

    FYI, I’ve attached a screenshot of the new version I’m working on which relates to this issue. Just a teaser.

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    November 25, 2024 at 10:21 AM #51325

    Glen Forister
    Participant

    Once I have done the above, I’ll have a copy of the original. Then can I rename it and put it back into the original document? That way I can make minor or major changes to it to test if that is a good idea or not before I delete the original Form.

    November 25, 2024 at 4:47 PM #51326

    Brendan
    Keymaster

    If you re-import an archive from whence it came, it will not come in as a new form. It will just update the existing one.

    November 25, 2024 at 5:05 PM #51327

    Glen Forister
    Participant

    That is what I thought. Therefore, if you really want a copy of an existing Form (including the same data), inside the same document, then the only way to do that is to use CSV files and completely redo all the formats, searches, etc. Essentially start over. Correct?

    I hope your new copy form procedure in the future update will make it possible to obtain a copy of a form inside the same document which will include all the work that made that data useful.

    November 25, 2024 at 9:48 PM #51330

    Brendan
    Keymaster

    Yes, the new version does exactly what you want. It copies the form, fields, layouts, saved searches, AND all the records within the same document. And you’re correct, in the current version you need to use a CSV export if you want to copy all the data and re-import it back into the same document. Also make sure you DON’T enable the Export Record IDs option when exporting the CSV file.

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