Formatting, Importing and Updating a List
Updated on Feb 03, 2020
Microsoft Excel spreadsheets can be imported as Lists. Apps can take advantage of imported Lists in a variety of powerful ways, such as:
Lookups: When an App runs, it can perform real-time lookups into imported Lists. The data returned from the List can be used to set a Record’s variables, and even to make workflow routing decisions. For instance, it’s common for a List to act as a Decision Table, which defines how a Record should be routed based on a complex set of rules that are tied to Field values.
Field Values: The values available within an App’s Combo Field can come directly from an imported List, as opposed to being hardcoded into the Field’s definition in Onit. For example, an imported List could provide the names (and properties) for all managers within a company, which could then be used to provide values to a Manager Combo Field. By using this List-based approach, an App’s creator wouldn’t have to type each manager’s name one-by-one into the Manager Field when creating the App -- instead, the App would automatically pull from the imported List. In the future, any changes to the List could be made directly within the Excel spreadsheet, which provides a richer interface for viewing and modifying column/row-based data.
Creating New Records: Lists can be used to quickly create a set of new Records from every row of data in a List.
Before importing an Excel spreadsheet into Onit as a List, it must be formatted in a specific manner so let's start there and then we'll walk through how to import and update that List.