Paste columns in the bulk create table

Use case: If you need to create several records but the quantity doesn’t justify using the Import function, you can easily convert these into records in Accutics by copying and pasting directly from Excel or other sources.

Overview of the process

1.         Access Bulk create table

  From the navigation bar, click 'Bulk create'

2.         Copy the data for the column you wish to paste into the bulk create table

  This can be copied from Excel or other sources like online spreadsheets and simple text lists

3.         Place your cursor over the first cell of the column you are wanting to paste

4.         Hold Command (on Mac) or Ctrl (on Windows) on your keypad and click in the cell with your mouse. A menu       should now open, hit the ‘Paste’ option

5.         Repeat for other columns

 Continue pasting one column at a time for other fields as needed.

Tip: Extra rows are automatically added when pasting data (this only works when creating new records, not in edit mode).

Pasting into different field types

Each column you paste corresponds to a field in the form. This can be different field types. You can paste into all of them, but you need to ensure that the data you’re pasting follows the format requirements of the field.

Here are some default format for different field types:

•          Checkbox fields accept true/false values

•          Multiselect fields use _ as delimiter 

•          Date fields use the dd/mm/yyyy date format (d/m/Y based on our macros. Link to Macros article: https://help.accutics.com/support/solutions/articles/101000509193-supported-macros-for-date-and-time-formats)

If your project uses custom settings, ensure your pasted data aligns with those settings.

Tip: You can download an empty template of the table. The format of the field will be listed in them. 

Error handling

To help ensure the data you paste is valid, keep the following in mind:

•          Invalid values: Invalid data will trigger an error message. The table will attempt to parse the value, allowing you to correct them.

•          Restricted fields You cannot paste into read-only or restricted fields, which are protected from modification.

•          Empty cells: Pasting empty cells in between the data will clear the previous values in those fields for that position. Empty cells at the ends will be trimmed.

•          Incorrect date format: Dates that are not formatted correctly will trigger an error message. The table will still attempt to parse the value, allowing you to select the correct date from the date picker.