CASE: how to customise the title of your input fields on the import reconciliation data screen

Templates Cases
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1

Have you ever wanted to change the titles in the import reconciliation data screen :question:

We are here to help you :ok_hand:

First things first, when I said “Import reconciliation data” I was referring to the action you can find on the input view on your templates:

image

This specific action allows you to import data from excel into a fori loop collection inside your template by mapping each column to a specific input field. You can find more information on how to use this action here.

Let’s have a look at all possible scenarios:


1- Placeholder is not present


By default the titles for each input field to be mapped come from the key of your variable name (i.e. the "key" in "custom.namespace.key"). The "key" will be capitalised and underscores will become spaces.

Let’s say you have the following code:

{% fori employee in custom.employees %}
  {% input employee.name %}
  {% input employee.date_of_birth %}
{% endfori %}

Then your import reconciliation data screen will look like this:

image
image1206×460 22.3 KB


2- The placeholder attribute is used in the input field


If your input field has a placeholder attribute, this will replace the name of the key on the import reconciliation data screen.

For example:

{% fori employee in custom.employees %}
  {% input employee.name %}
  {% input employee.date_of_birth as:date placeholder:'dd/mm/yyyy' %}
{% endfori %}

The above will be presented like this:

image
image1180×456 21.6 KB


3- The import_title attribute is used in the input field


As you can see, scenario number 2 can present some issues as you might want a placeholder for a date that looks like dd/mm/yyyy but this does not make much sense for someone trying to map that input field.

For those situations, we have another attribute called import_title that will overwrite the key/placeholder names on the reconciliation field column.

For example:

{% fori employee in custom.employees %}
  {% input employee.name %}
  {% input employee.date_of_birth as:date placeholder:'dd/mm/yyyy' import_title:'Date of birth' %}
{% endfori %}

This will be shown as:

image
image1170×452 21.9 KB


N.B.

  • Bear in mind that the above only applies for inputs inside a custom fori loop as the “Import reconciliation data” action only works for custom collections
  • The import_title attribute will automatically capitalise the first letter of the string and lower-case the rest (e.g. import_title:'date of BIRTH' will become “Date of birth” on the reconciliation field column)
2

Hi

Is it possible to have import_titles on inputs that are not inside a fori? In case yes, how can we set this?

Thanks!

Kind regards

Jelle

3

Hi @JelleBe

The import_title attribute is to assist users when using the “upload data” functionality within a template, with which you can only update data into collections (fori).

What other use case would you have for the import_title attribute?

KR

Romy

4

Hi Romy

Thank you for the response. In case a user wants to fill in a table with custom details and this table was already created in Excel. Especially when using Silverfin for this client for the first time.

It has been requested for the PT-project.

Kind regards

Jelle