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Workspace SYNCHRO Control
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Created by Charlie Button
Created on Oct 7, 2024

Ability to download csv upload template file

We have had and will have a few cases coming up where we would like to download the instances that are currently in a form and then be able to upload it into a duplicate form in another project.

Currently, we are able to download the blank csv “template” and then we have to paste the downloaded instances into that template to upload.

Unfortunately, we have to quite a lot of manual manipulation of the exported data in order to get the csv upload to work – including mapping the column headers to the right bindings, changing format of dates, changing user list names to email addresses etc….

I would like to be able to download a hybrid csv template that contains the bindings and instances from a form that is ‘readymade’ to be uploaded into a duplicate form.