CSV Files

The CSV Files screen shows the files in the shared CSV storage on the server and lets you upload a new file to it. Template events and calculations read CSV files from this storage, for example to create cases in bulk or to update a dynamic table. The screen is available to administrators. To open it, go to Administration › Integration and Data Management › Csv.

No.ElementPurpose
1UploadOpens the Upload csv file window, where you upload a new file.
2CloseReturns you to the Administration menu.

Below the toolbar is a list of the names of all files in the storage. Click a name to download the file to your computer. Hidden files (names starting with a dot) are not shown in the list. If the storage is empty, “No files” is shown instead of the list.

Files cannot be deleted or renamed
On this screen you can only view, download and upload files. You cannot delete or rename them here. The server administrator is responsible for cleaning up the storage.

Uploading a file

  1. Click Upload.
  2. Drag the file into the marked area, or click the area and select the file. You can upload only one file, and it must have the .csv extension.
  3. The file is uploaded as soon as you select it. The window closes and the file appears in the list.
RuleWhat it means
Only the .csv extensionTAS rejects a file with any other extension and shows the message “Upload only files with the *.csv extension”.
A file with the same name is overwrittenIf the storage already contains a file with the same name, the uploaded file replaces it without warning. This is useful when an event reads a file with a fixed name and you want to supply a new version of the data.
The content is not checkedTAS does not check the delimiter or the structure during upload. These are validated only when an event or calculation reads the file.
Watch out for overwriting
Before uploading, make sure that no other template uses a file with the same name. Overwriting deletes the original content. To keep it, first download the file by clicking its name.

What the files are used for

WhereHow the file is used
Template event rulesThe rule types Start cases by CSV, Update case variables by CSV, Update variables of cases by CSV and Start cases and update variables of cases by CSV read the file specified in the CSV file name mask field from this storage. The Update dynamic list by CSV rule reads the file from the storage if the mask ends with .csv. It can also take the file from a case variable. CSV Export of all template cases works the other way and writes a file to this storage. After the event runs, you can find the file in the list and download it.
CalculationsThe storage.getCsvFile function loads the content of a file from the storage by its name (you can leave out the .csv extension).

In event rules, the default column delimiter is a semicolon unless you set a different one in the rule. Prepare your files with the same delimiter that the rule uses.

CSV files and dynamic tables
You do not need to upload a CSV file here to fill a dynamic table once. Upload it directly in the table settings under Administration › Dynamic Tables, where you also see a preview of the data.

Related: Dynamic Tables, Template events and rules.

CSP Headers

Scheduled Tasks
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)