We have a requirement to design a feature for the Case Manager portal that allows an external manager to upload an Excel sheet containing case data. Before finalizing the upload, the manager should be able to preview the data, review for any errors, and validate the content. How can we implement this functionality?
@Sandeep COG
- Add the pxFileUpload control to the section to enable Excel file uploads.
- When the file is uploaded, run an activity to parse the Excel content and store the data in a Data Set.
- Use the Data Set as a temporary storage location for the parsed data.
- Leverage the MSOParseExcelFile activity to read rows from the uploaded Excel file and populate the Data Set accordingly.
- Set up a Report Definition or Data Page to source data from the Data Set for display.
- Link the report or data page to a repeating grid to show a preview of the uploaded data.
- Add validation rules or a Data Transform to identify invalid rows. Use specific flags or properties to mark errors for easier identification.