Editing CSV Records in a FormLast Updated: 08/11/2016 Introduced in Verision: 2.0
The CSV Editor form component allows for the editing of CSV-formatted tabular data, such as a spreadsheet.
To use the CSV Editor in a flow, first create a form in the Form Designer and drag the CSV Editor component to the workspace from the File Handling category of the Toolbox panel. Then, in the Flow Designer, configure the data inputs and outputs of the form step.
This example will create a form containing a CSV Editor, then create a flow that maps the inputs and outputs of the form.
Begin in the portal by navigating to a Designer Folder and clicking the Create Form button. In the resulting New Form pop-up, name the form and click OK to open it in the Form Designer.
Drag a CSV Editor component to the workspace from the File Handling category of the Toolbox panel. Expand the form.
Back in the Designer Folder, click the New Flow button. In the resulting New Flow pop-up, give a name to the flow and click OK to open it in the Flow Designer.
Next, click in the workspace so that when the Properties panel is selected, the Flow Data input option appears. In the Properties panel, under Flow Data > Flow Input Data, click the Add button.
In the resulting Edit object pop-up, enter “CSVFile” in the Name field and click the Type selector. Select the type FileData and click OK.
We’ll save the input type by clicking the Save button in the Edit object pop-up .
Next, click on the form step and, in the Properties panel, click the Show Mapping Editor link, or select the option from the step’s Action menu.
In the Mapping Editor, map the flow’s data input – Csv file – to our form’s data input – Csv file, and click OK to close the Mapping Editor.
Note that in Decisions version 3.5 and above, you’ll need to click on Test Flow to access the Debugger.
The CSV Form appears under the Form tab. To edit the data, click any cell in the table.
To add a new row, click one of the Add Row buttons.