Importing Data Values and Adding Them to a Recordset

You can import data values from an external comma-separated value (CSV) file and add them to a recordset. Most spreadsheet programs, such as Microsoft® Excel®, export this format, or you can create a CSV file in an editor that can save straight text output.

To import data values and add them to a recordset:

  1. In the Navigation pane, click Data.

The Data window opens.

  1. In the Layouts Summary pane, select a layout.
  2. In the Details pane, click the Recordsets tab.
  3. If you are creating a new recordset, right-click in the tab and select New Recordset.

If you are editing a recordset, right-click on a recordset and select Edit.

The Recordset Editor opens.

  1. In the Name field, enter or edit a recordset name.

    Recordset names can have a maximum of 100 characters. Special characters and numbers can be used in recordset names.

  2. In the Description field, enter or edit a description to identify the recordset.

    Recordset descriptions can have a maximum of 1024 characters. Special characters and numbers can be used in recordset names.

  3. From the Change and Save Options During Execution drop-down list, select one of the following:

  4. Allow changes during execution, Allow save to database

    No changes are allowed to the recordset and saved to the database.

  5. No changes during execution, No save to database

    The recordset can be changed during execution, and those changes are saved to the database.

  6. Allow changes during execution, No save to database

    If another user opens the recordset for editing or locks it, you can still execute the process. During the execution, you can change or add to the recordset, but the changes are not saved to the database.

  7. Click the Import button.

    The Import Recordset dialog opens.

  1. In the Source file section, click the Browse button to find the file that you want to import. You can import files with the following formats:
  • XLS
  • XLSX
  1. In the Import Options section, select one of the following Column Delimiter options:
  2. Comma
  3. Tab
  4. Semicolon
  5. Space
  6. Other
  7. Select a Text Qualifier from the drop-down list:
  8. "
  9. '
  10. <none>
  11. If you do not want to import the first line, select the Ignore First Line on Import option. Usually, the first line is a heading.

  12. From the Sheet Name drop-down list, select a Microsoft Excel sheet name.

    To preview the Excel sheet, the first five rows of the Excel sheet are shown in the Source File Preview section.

    If you want to map source columns to destination layout variables, you need to add your configuration in the Map Source Columns section.

    If you do not want to map the columns to layout variables, go to Step 15.

  13. In the Map Source Columns section, click one of the following buttons:
  14. Map by Order

  15. Map by Name

    In the Recordset Preview section, you can preview the first five lines.

    If you need to delete the new mapping, click Clear all Mapping.

  16. Click Appendto add values or click Overwrite to overwrite existing values.

The values are imported and appear in the Records field.

 

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