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CSV Import: Help Request

Posted: Sat May 12, 2012 5:20 am
by metta
I am attempting to import a .csv file without any success.

Each time I select the file to be imported, the CSV Import dialogue box pop-ups, as it should.

However, when I click "ok", I receive the following error message:
-- "You need to select at least the input field for the Documents attribute".

What does this mean -- and how do I do this?

When I open the "attributes" dialogue box, the "documents" option is already selected (checked), so I have no idea what else I need to do -- and I couldn't find anything in the help files that explains:
-- the basic .csv import process or
-- how to resolve the problem associated with the error message I received.

Thanks,
Metta

Re: CSV Import: Help Request

Posted: Mon May 14, 2012 3:14 pm
by Petko
When you import CSV file, you have to map each column from the CSV file you want to import, to a an attribute in MyInfo topic.

For example, if you have the following CSV file:

Code: Select all

Name        | Position | Year
-----------------------------
John Berg   | CEO      | 2010
Peter Smith | CIO      | 2008
...
you should import one of the three columns (Name, Position, Year) in the Documents attribute. This is because there could not be documents in MyInfo with blank names.

To map a column from the CSV file to the MyInfo topic, just click on the blank space in the corresponding row under the Map To column and select the appropriate attribute (for example Documents).

Code: Select all

CSV field | Sample Data | Map To
-----------------------------------
Name      | John Berg   | Documents
...

Re: CSV Import: Help Request

Posted: Mon May 14, 2012 4:35 pm
by metta
Thanks again, Petko, for your prompt feedback! :-)

I will be heading out-of-town soon for a client engagement, so I won't have a chance to test the import function again until later this week, but if I have any questions when I do, I'll be sure to let you know.

In the meantime, I do have a few other outstanding support inquiries here in the forum:
-- Outlook Integration: http://forums.milenix.com/viewtopic.php?f=2&t=3913
-- Master List of Tags: http://forums.milenix.com/viewtopic.php?f=1&t=3911
-- Recurring Tasks: http://forums.milenix.com/viewtopic.php?f=1&t=2199

When you get a chance, could you take a look at, and provide your feedback on, these questions, as well?

With appreciation and interest,
Metta

Re: CSV Import: Help Request

Posted: Mon May 14, 2012 5:57 pm
by Petko
I haven't answered, because we have no immediate plans for these features. We are not considering adding Outlook integration and Recurring tasks at the moment. Master List of Tags is something we are looking at, but probably it will has to wait for a major new release, because it will be a significant change of both programming and user point of view.