Excel and XML import
Availability
This is an Orbeon Forms PE feature.
What it is
This feature allows you to import data from a source Excel document or XML document.
A new Excel named ranges-based format is supported. Here are the main differences between the two types of Excel imports:
multiple form documents at a time (batch)
one form document at a time
row and column-based
named range based
no repeat support
repeat support
fixed layout
customizable layout
The Named ranges format does not replace the Headings format but complements it.
A new XML format is supported.
Allowed import formats
You can configure the Import page to support various import formats. These include:
excel-headings: The default Excel import format, where the first row of the Excel file contains the names of the form fields.excel-named-ranges: The Excel import format where the Excel file uses named ranges to map to form fields.xml-form-structure-and-data: The XML format where the XML file contains both the form structure and data.
The excel-headings format is enabled by default. It is exclusive with the excel-named-ranges format, which means that you can use none, or one of these tokens, but not both at the same time.
The default configuration is:
Here is an example of configuration which switches to the excel-named-ranges format:
Import wizard steps
In order to import an Excel file, you follow a process in the Excel Import page as described below.
Access the Excel Import page
You start the import from the Form Runner Import page, accessible from the Summary page when the "Import" button is configured, or directly with the path:
You enable the "Import" button on the Summary page by adding the import token to the oxf.fr.summary.buttons.*.* property. Here for the ACME Contact form:
Select the form version
[SINCE Orbeon Forms 2018.2]
If form definition versioning is supported, and if the given form definition has more than one version, you can select the form definition version. The dropdown menu shows all published versions for the given form name and application name.
Selecting a version shows the versioning comment, if any, associated with the version, as well as the number of data records available in the database for that version.
Upload the file
You navigate to the Upload section and select the Excel 2007 file to upload and import.
Validate the data
You navigate to the Validation section. From there, data validation starts automatically, giving you an indication of the progress.
With the excel-named-ranges and xml-form-structure-and-data formats, information about valid and invalid fields shows.
Import the data
NOTE: This step only applies to the excel-headings format.
Once validation is terminated, you navigate to the Import section. From there, you can start the data import. When using the Headings format, you have the option to add to existing data for the given form, or remove all existing data first.
Import takes place and gives you an indication of the progress.
NOTE: Only the Excel 2007 .xlsx format (Office Open XML) is supported. The older, .xls format is not supported.
Review the data
NOTE: This step only applies to the excel-named-ranges and xml-form-structure-and-data formats.
Before the data is saved to the database, you can review errors if any and decide to correct them or to perform a new import.
Form controls mapping
Excel Headings format
Excel file format
A given Excel file contains data for a single Orbeon Forms form.
The spreadsheet must follow this format:
only the first sheet is considered
the first row is a special header row, where each cell contains an identifier that matches a control name in the given form
each subsequent row contains data for a new instance of form data
In your form, you create controls with names that match the names in the first row (header row) of the Excel document.
Here is an example spreadsheet for the sample Orbeon Contact form:
NOTE: Only characters allowed in XML names are allowed as control names in Form Builder. In case your Excel header row requires names with non-XML characters (Form Builder will tell you the name is not allowed), simply replace them by "" in Form Builder._
Limitations
The import functionality with the excel-headings format does not support importing data into repeated grids.
Excel Named ranges format
For more about the format, see Excel and XML Export.
You don’t have to export a form to Excel to import data: as long as you have a spreadsheet that includes the appropriate named ranges (see above), you can use it for importing. This means that you can reuse existing spreadsheets with a few additions, and keep a spreadsheet layout that users are familiar with.
XML Form Structure and Data format
For more about the format, see Excel and XML Export.
When you import, the only part that matters is the <form-data> section of the XML document. The rest of the XML file is ignored.
Handling dates and times
[SINCE Orbeon Forms 2019.2]
Cells that contain values formatted as date/time, date, or time in the Excel spreadsheet are automatically converted to their respective ISO formats before being stored as form data.
Other configurations
Allowing invalid data
[SINCE Orbeon Forms 2017.2]
NOTE: This property only applies to the excel-headings format.
By default, invalid data rows are skipped during import.
You can enable the optional import of invalid data with the following property:
By default, it is set to false and the user is not provided with an option to skip invalid data.
When set to true, the user is provided with an option to skip invalid data at the time of import:
Restricting to the latest version
[SINCE Orbeon Forms 2018.2]
The user can select which form definition version to import to.
You can disable the ability for the user to do so, and always automatically select the latest form definition version, with the following property:
Start Over button
By default, the "Start Over" button is not shown on the Import page. You can enable it with the following property:
Showing the application and form names
By default, the import page shows the application and form names. You can hide them with the following property:
Forwarding parameters to the data review page
NOTE: This property only applies to the excel-named-ranges and xml-form-structure-and-data formats.
This property allows you to forward specific URL parameters that were passed to the Import page to the data review page. By default, no parameters are forwarded. This example shows how to forward the foo and bar parameters:
Passing a document id to the data review page
NOTE: This property only applies to the excel-named-ranges and xml-form-structure-and-data formats.
You can pass a document id to the import page. This is useful if you want to propagate a document id to data review page to update or merge with an existing document in the database. This example shows how to pass the document-id parameter:
Customizing the buttons in the buttons bar
This property allows you to configure the buttons at the bottom of the Import page. They are, by default:
If, for example you don't want the summary button, then set the property to:
See also
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