Import Fields from a CSV File into a Database
If a field has already been added to a database, you are no longer able to bulk import database field names from a CSV file. You are now required to enter each field name individually.
How To: Add a Database Field
To create a database field, go to the Home Page of the Database Module.
Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.
Select “Fields” opening the Fields for database (DatabaseName) Page.
There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.
This opens the New Database Field Modal.
The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.
Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.
A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.
For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.
Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.
Fields can also be imported in bulk into a Database from a CSV.
How To: Import Fields from a PDF Field Import
This method of importing Fields from a PDF requires access to Adobe Acrobat Pro.
If a field has already been added to a database, you are no longer able to bulk import database field names from a PDF Field Import. You are now required to enter each field name individually.
How To: Add a Database Field
To create a database field, go to the Home Page of the Database Module.
Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.
Select “Fields” opening the Fields for database (DatabaseName) Page.
There are two ways to add a field to the Field Table. Click the “New Field” button above the Field Table or click the three dot (…) icon to the right of the page header opening the context menu and select “Add Entry”.
This opens the New Database Field Modal.
The creation of a new field will always require you to enter a field name. Include an input for the displayed label and select the field type from a dropdown menu. The inputs on the New Database Field Modal will vary based on the Field Type.
Possible field types in the database module include Form Fields, Formatting Fields, Utility Fields, or a Reference to Another Database.
A database field can only have one field type. If you need to utilize another (e.g., for formatting purposes), you can set the displayed label to be same, but the field label must be unique.
For an explanation of field types and the formatting choices associated with each one, reference the Understanding Fields Section of the Database Module in the User Manual.
Once you are finished inputting the information for the new field, select “Save” and the new database field will show in the Field Table.
Fields can also be imported in bulk into a Database from a CSV.
How To: Import Fields from a PDF Field Import
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To import field names in bulk from a CSV file, go to the Home Page of the Database Module.
Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.
Select “Fields” opening the Fields for database (DatabaseName) Page.
Click the “PDF Field Import” button opening the PDF Field Import Modal.
To import fields using a PDF, use the “Prepare Form” tool in Adobe Acrobat Pro. Add the fields you wish to use for your form. Add a button on your document.
Use the URL link provided on the PDF Field Import Modal in KAStrack.
Confirm that the Export Format is “PDF The complete document”.
Open the PDF and submit the form to generate the fields here.
You do not need to fill in any of the fields, and you must not sign it.
Select “Allow” and the PDF will confirm that the fields were added to the database.
Go to the Fields Table in the database Monday, and a warning now states that a PDF is associated with the form and that adding/editing or deleting fields may result in the PDF no longer being compatible.
To import database field names from a CSV file, go to the Home Page of the Database Module.
Click the three dot (…) icon to open the context menu of the database you wish to enter fields for.
Select “Upload CSV” opening the Upload CSV for (DatabaseName) Modal.
When creating your CSV file, the first row of the CSV file is used. Each individual cell in that row will be a database field used as columns for data entry. When importing bulk field names, the notes in the Upload CSV Modal on “Entry ID” and “Modify Entry ID” are not relevant.
After creating your Database Fields CSV File, save it as a CSV UTF-8 for importing.
Click the “Choose File” button and open the relevant file from your personal device.
Confirm that the correct CSV file now shows in the Upload CSV Modal.
Select the “Upload” button.
Configure each database field as desired. Field types shown on the dropdown menu include form fields: Text, Text Box, Checkbox, Dropdown, Radios, Data, and Data/Time.
Select “Import Now” and a summary of the import with show on the CSV Upload Page.
All imported field will now show on the Fields for database (DatabaseName) Page in the Fields Table.
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