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Data Administrator makes bulk edits by uploading a CSV file in Tangerine web interface #3743

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esurface opened this issue Nov 11, 2024 · 0 comments

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@esurface
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This feature will allow data administrators to make bulk edits to form responses. Typically the steps will be:

  1. Download CSV
  2. Edit the CSV
  3. Upload the CSV

It will be very important to have guardrails in place before this goes into the field:

  • uploads must have _id
  • check for ","
  • checks for non standard characters
  • duplicate input names and item names

Components:

  • Add a sub-tab button called "Bulk Uploads" in the "Uploads"
  • "Bulk Uploads" has a list of previously uploaded bulk upload transactions in a table and a "New Bulk Upload" button
  • The workflow for a new Bulk upload:
    • Name and select Form (copy component from Manage Spreadsheet Templates)
    • Select the file for upload
    • Map column names from CSV to variable names of selected form (copy component from Location List)
    • Do guardrail checks
    • Submit to complete the upload
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