Reply by October 2nd!
Hello all! We are working hard on Entities. Entities are a way to represent people, places and things that can be shared between forms and updated over time. They make it easier to do things like longitudinal data collection or case management. You can learn more in the documentation.
We are starting to look at bulk uploading Entity data directly into Central from data files, which we know is necessary for many of you to begin making use of Entities.
We have a lot of work to do and questions to answer in this area, but for now we are starting with a couple basic questions that we're curious for feedback on.
Given the choice, would you prefer to upload Entity data files to Central as CSV files (Comma Separated Value) or Excel files? What's easier for you to imagine doing? If it doesn't matter to you or you're not sure, select both.
- CSV (.csv) files
- Excel (.xlsx) files
How often do you need to bulk load Entity data from a data file? Please choose all that apply.
- Once, when the project begins, I will load all the data from a file
- Sometimes I want to replace all the Entity data with the data from a file
- Sometimes I want to add many Entities to the existing records in Central, from a file
Thank you for participating and giving us valuable feedback! Your experiences help shape our decisions.
Please feel free to leave additional comments below with your needs for a bulk upload Entities feature. Do you upload on a schedule, for example every week? Do you have a strange file format you have to deal with? Does your bulk data come out of some other system or process? We can't address everything but hearing your individual stories and the context around your use of the feature can help us even more than the responses to this poll.
The polls will close in 2 weeks, on October 2nd. Thank you!