CDCgov / prime-central

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Create an Excel template with some fancy constraints #62

Closed pete-gov closed 3 years ago

pete-gov commented 3 years ago

As a test administrator, I want a template to help me create my XLS roster of patients to upload, so that I know what format to use and will be less likely to make a mistake or have an error when the file is uploaded.

-Create XLS Template to be used in the #54 upload patients UI as a tempate -It should have at least the fields included in the add new patient UI: https://heather574841.invisionapp.com/console/PDI-10-14-2020-HM-ckg9uf825007z01yg6dgr93w1/ckg9uf8v40077010i9ovger5g/play -There should be data validation, and for fields that have specific values allowed the data validation should only allow those values -The output of this ticket is an excel document

Airtable with fields needed: https://airtable.com/tblcBkHsdhAo0gbpT/viwAlMe3FeswxAMgz?blocks=hide -CSV fields will be in the add/edit new patients

Note: This is similar to #55 and there was a bit of confusion - but the idea here is that someone will download an XLS macro file or something to create the CSV.

pete-gov commented 3 years ago

With the transition to schema based configuration of input fields, could we meet this use case with an embedded "bulk add users" form? Instead of downloading a XLS file and copy pasting into Excel then uploading to our Upload CSV page, we can add a page that let's them input it directly into the app (row based version of the add patient page) with live validation.

pete-gov commented 3 years ago

Talked through this with Alicia this afternoon - we've decided to close this as Won't Fix.

Why:

  1. For pilot, we'll work with the customers directly to load their data
  2. Post pilot, we'll need to build a proper system to allow data to be loaded directly from exports from other systems, rather than have folks manually build a spreadsheet
  3. If they only have a few users our partners can add them manually or possibly via a bulk add mechanism