Support » Plugin: Participants Database » Plugin is creating new records but I want to update existing uploaded CSV

  • Hi,

    I’ve uploaded a CSV with about 15k records of IDs, Business names and Telephone numbers. The function of the page is to enter a business ID and return the telephone number, then call the business and update their records when submitting the form. So it’s a 2 part process.

    A search field:
    [pdb_list search=true search_fields=fac_id template=detailed list_limit=1]

    Then the signup:
    [pdb_signup]

    After working with this a few days I notice that new records being submitted are showing up as new records, not appending the columns to the existing database.

    Here is an example before a record is updated: http://i.imgur.com/SF5tM7d.png

    And here is a record after the signup is completed: http://i.imgur.com/8eWOQO5.png
    (names are obscured for privacy)

    Here is the page where this is all in use: http://bit.ly/2d4HVO2

    If you want to test what people see, you can use the Facility ID of “123456”

    I feel like im missing something simple. Luckily, we’ve only made it a small way through the list before I discovered the problem. I’d appreciate any help you might be able to offer!

    Thank you!

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Author xnau webdesign

    (@xnau)

    You can use a signup form to update records, although normally a “record” form would be used for that.

    To use a signup form to update a record, there needs to be a “match field” that uniquely identifies the record. In the settings, under the signup form tab, is a setting for dealing with matched records. Set the match field to the field you use to identify the record, then set the action to take to “overwrite matching record”

    Thread Starter pommey

    (@pommey)

    Thanks for the quick reply.

    I went in to make this change and saw that I already had the Duplicate Record Preference set to overwrite.

    Here are my settings: http://i.imgur.com/XAMOf29.png

    Still getting the same results. Here’s how your updated record looks when I list participants: http://i.imgur.com/TUtV3YP.png

    You have another record that exists with the other half of the info if I list participants including your “Facility ID”. There is no way to match these 2 records.

    There’s a disconnect between the list search and the signup form. The “match field” (in this case facility id) isn’t getting passed to the signup so it’s creating a new record each time. Do you have any advice on how I can set this up differently?

    Plugin Author xnau webdesign

    (@xnau)

    OK, I don’t see a value in the Facility ID column, so first of all, the Facility ID field must be one of the fields on your signup form. Second, and my apologies if this is obvious, there must be a record in the database already with the same value in the match column. If neither of these conditions are met, the signup form will create a new record because there is no way to perform the match.

    When you are uploading a CSV, the setup is similar, but the CSV upload has it’s own settings that can be different.

Viewing 3 replies - 1 through 3 (of 3 total)
  • The topic ‘Plugin is creating new records but I want to update existing uploaded CSV’ is closed to new replies.