Importing Data Tables

You can create additional data tables by uploading spreadsheets. Data tables store information from each Workflow instance or any data imported into Catalytic. Every Workflow stores all of its data in a master data table.

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You can upload an Excel spreadsheet or CSV file into a data table and perform automated actions on that data within a Workflow instance.

Every data table you create or have shared with you is tracked and listed on the data tables screen.

How to import a spreadsheet or CSV file

  1. Identify the spreadsheet, either CSV or Excel, you would like to import.
  2. Open the menu in the top navigation bar, and select Data.
  3. Select , this will open a new screen to upload a file.

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    1. In the new window, upload your CSV or XLSX file.
    2. Select the Header row number. This is the header of a table where the column names are added and is generally the first row.
    3. The table name will default to the name of the file. You can change the table name now or at any time.
    4. Adjust the table permissions. By default, table permissions are enabled and limit access to just the creator. Add any other users who should have access to view or edit the table. You can change data table permissions at any time.
  4. Select

How to add a spreadsheet or CSV to an existing data table

Use this function to add on data from a CSV or XLSX file to the data table. No data will be replaced. All columns unique to an added file are added to the data table; row data will be blank where column names differ.

  1. Select next to the table name and select Add data from file
  2. Select an Excel XLSX or CSV file to upload and determine the row with the data labels
  3. Select

How to replace a data table with a spreadsheet or CSV

Use this function to replace all data in the data table with a CSV or XLSX file. All rows, columns, and data are fully replaced. There is an additional warning before being able to make this change. This change is irreversible.

  1. Select next to the table name and select Add data from file
  2. Select an Excel XLSX or CSV file to upload and determine the row with the data labels
  3. Select

How field types are inferred from spreadsheets or CSVs

When you upload a spreadsheet with 10 or more rows, Catalytic will infer and apply a field type that best fits each column of the spreadsheet. For example, a column of numbers will be inferred as an “integer” field type. There are 11 common field types, see the field types article for more detail on each type.

All Catalytic fields have a field type, and each type has a unique format. For example, a text type field accepts any alphanumeric input, and an integer type field only accepts whole numbers. This feature is similar to the Formatting setting for Excel cells.

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Catalytic can infer single choice, multiple choice, files, text, decimal, and true or false data. Catalytic cannot infer instruction, table, or other less common field types.

Field type inference is a best guess, and requires 10 or more rows. If the data does not follow a pattern or has too few rows, the field will default to the text field type.

Manually changing the field type of an imported field

You can change a field’s type if necessary, such as cases where an inferred field type is incorrect. Update the field type from the data table page. See the Edit or remove fields in a row section of the Updating data tables article for instructions how.

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Changing a field’s type may result in unexpected changes to any past data the field collected and stored. For example, if a integer field is changed to true or false, all historical values will change to false.

With how field types are designed, it is recommended to test these changes outside of a production environment to verify all changes are acceptable.

Tips

  • Imported data tables have a different icon from the data tables which are created manually or by a Workflow.

  • If you edit a column header the field reference for the column will not change when you make the edit. The initial label is permanent and any changes will not change the field reference {{field-name}}. To change a column field name, you will need to Export as and Replace with file to override the original column header.s