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How to turn on file upload toggle on classic dashboard or NUX.

Arijitkatiyar

I have created and import action of users through CSV file but unable to find same toggle in classic dashboard action to upload a new file and run action again to update my user list.

Accepted answers

Vamsi_Kaki

Hello @Arijitkatiyar , please follow the approach mentioned in my last comment. When you build as per mentioned then publish the process on Dashboard/UX page. So, you can update Users using the process from Frontend.

Process will contain 3 actions

Action to create Custom users list
Action to import data into Module dimensioned by Custom Users
Action to import data from Saved view to Users

Thanks,

Vamsi

All comments

rob_marshall

@Arijitkatiyar

When I published the Process to the dashboard, it prompted me

Are you not seeing the same thing?

Arijitkatiyar

Yes, I am not able to see this option of choosing file.

rob_marshall

what do you see?

Arijitkatiyar

In the above screen snap, directly process runs without asking to attach new file.

rob_marshall

What is your model role? Full Access or other?

1636583

@arijitkatiyar

if you published as a process, it would show you the file option to select.

what do you mean by same toggle?

And also check the access permissions also.

Arijitkatiyar

Workspace admin with full access.

1636583

4.1 action what you created, is it a csv upload only?
if yes, it should ask for new file to attach.

strange…

rob_marshall

@Arijitkatiyar

Is your model in Deployed Mode? If so, go back to Dev and click the Production Data Boolea in Import Data Sources, the do a sync to Prod.

Vamsi_Kaki

Hello @rob_marshall ,

I too replicated the same by creating an import action using csv file (to load data to Users) and then added it to a process and published it onto Dashboard. When I try to run the process, I see the below dialog box

I have tried this in dev model.

But, when I tried to import data into a list using an process published on dashboard, I received the prompt to upload new file. Please suggest

rob_marshall

@Vamsi Kaki

Not sure what to tell you other than the above. These are the steps I did this morning:

I am a WSA with Full Access
the model is in Standard Mode
Uploaded a CSV file
Created an action to import the data into a list
Created a Process named Test Process
Published the process to a dashboard
Also published the action, which had the same result
Saved the dashboard
Ran the process
Ran the action

Vamsi_Kaki

Hello @rob_marshall , Thanks. But, I also followed the same steps.

I have updated my previous comment with one more result. Please find that.

rob_marshall

@Vamsi Kaki @Arijitkatiyar

Yes, I can confirm it does not work for Users, being able to change the file dynamically. For importing users, the file has to be a fixed name.

Vamsi_Kaki

@rob_marshall In that case, I tried an approach to add new users.

Update your csv file by including new data
Make sure the file name remains same
Update IDS with the updated csv file
Now, run the process to create new Users.

I tried and obtained the following result. @Arijitkatiyar Hope this helps

Vamsi_Kaki

Hello @Arijitkatiyar , if you feel above approach is not suitable then I have another approach.

Create a list (Custom Users) by mapping Mail ID to Name and Code
Next, Create a module with Custom Users list as a dimension
Create line items similar to columns in your csv file
Then, create a saved view with required line items.
Now, import the data from saved view to Users.
Include these 2 import actions in a process and publish onto dashboard.
This approach will allow you to update/insert new users.

[You can apply filter on the saved view to populate new users only].

Hope this approach resolve your issue. Thanks

Arijitkatiyar

@Vamsi_Kaki, yes this works but this will be done at backend, what I wanted was from frontend.

Vamsi_Kaki

Process will contain 3 actions

Action to create Custom users list
Action to import data into Module dimensioned by Custom Users
Action to import data from Saved view to Users

Thanks,

Vamsi

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