We have a UBAQ to load data into UD03 from Excel. In Classic this was deployed as a dashboard, and the Uptake from Excel functionality was automatically embedded in the Action menu. It would ask for a file, and sheet name, and let you skip the header row. Once the data had been uptaken, the dashboard would show it and I would have to save it to process all the records. Sometimes this would take a while.
Now in Kinetic I can’t seem to figure out how to do that. I have the same UBAQ that feeds the dashboard. I have tried to use paste new/update. I can see my records get dropped into the correct columns in the dashboard, but there is no option to save the data. I can click update, and it doesn’t do anything. If i refresh the grid the records are gone.
The UBAQ is only to provide DeleteAll functionality to the table using a custom action. I am not modifying the update methods or anything there.
I assume Uptake From Excel doesn’t exist in Kinetic. What do we do instead?
Thank you!
Nate
Yeah DMT would work, but I want to keep it all in Kinetic and not make the user get into another program. Once the uptake works properly, there is little input needed from the user. I see Kevin figured it out. I just installed his functions library and will work to get the form setup.
From what I can see, it looks like Kinetic has not integrated uptake from excel, and we are again left to our own devices to bring back functionality they stripped from the classic…
Well that’s a lot safer than DMT. They can’t accidentally delete when they meant to update, or update when they meant to add. You can put your own validations in place, etc.
Indeed! Also, many things are readonly or otherwise “locked” at the client UI and nowhere else. Someone who doesn’t understand data can easily make expensive mistakes. Someone competent with data could do meaningful sabotage or fraud.
It’s not a matter of distrusting users, it’s more like partitioning them out of the scope of suspicion if related questions should arise.
Confirmed from Epicor Support: Kinetic does not support Uptake from Excel. We have to roll our own, or pony up the big bucks for their developers to recreate the service we had in classic. Every day is another kick in the balls from Epicor.
Right, That falls squarely into the roll-your-own category. Like I gotta trust kevin made the library right, and if not (spoiler it doesnt work ootb), then I have to rebuild it myself.
