Import/Export Configuration

Last updated 6 months ago

Import/Export Configuration

While you can configure the columns manually, if you want to replicate an existing configuration in a similar table, the Import and Export options let you complete the process in just a few seconds.

This is accomplished by exporting the existing configurations to a text file (using 'Export') and then reusing it later for a similar table (using 'Import').

Generally, when you connect to a source database and configure an editable visual, the configuration settings remain intact. So, if you create a new visual that connects to the same database, the configurations persist without the need for an export.

Import and export options are helpful when you have to reset a visual to its initial configuration or replicate the same setup in a table with similar fields.

Export

To export, click on Export.

Please ensure that you export saved configurations. If not, click Save to save the existing configuration and then export.

In the above example, notice the configuration details of the highlighted fields.

In the confirmation pop-up, click Download to download the file to your local system.

Click Save to save the config file. This will export the column properties in a .txt format.

Import

To restore a visual to its original setup, including any added columns and configurations, use the Import option to bring in the saved config file. Here’s how to do it:

After loading your table into EDITable, click Import to import the previously downloaded text file.

Select Click to Upload. In the file explorer, select the text file you downloaded earlier.

Click Upload.

If conflicting properties exist, a pop-up will appear asking for confirmation to overwrite the existing column configuration. You'll also be prompted about additional columns such as formula or multi-select columns (if present) to confirm if you want to add them. You can check the required columns to select them and apply the configurations.

Click Import to proceed.
The columns will be configured and saved automatically with the imported configurations.

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Last updated 6 months ago

While you can configure the columns manually, if you want to replicate an existing configuration in a similar table, the Import and Export options let you complete the process in just a few seconds.

This is accomplished by exporting the existing configurations to a text file (using 'Export') and then reusing it later for a similar table (using 'Import').

Import and export options are helpful when you have to reset a visual to its initial configuration or replicate the same setup in a table with similar fields.

Export

To export, click on Export.

Please ensure that you export saved configurations. If not, click Save to save the existing configuration and then export.

In the above example, notice the configuration details of the highlighted fields.

In the confirmation pop-up, click Download to download the file to your local system.

Click Save to save the config file. This will export the column properties in a .txt format.

Import

To restore a visual to its original setup, including any added columns and configurations, use the Import option to bring in the saved config file. Here’s how to do it:

After loading your table into EDITable, click Import to import the previously downloaded text file.

Select Click to Upload. In the file explorer, select the text file you downloaded earlier.

Click Upload.

If conflicting properties exist, a pop-up will appear asking for confirmation to overwrite the existing column configuration. You'll also be prompted about additional columns such as formula or multi-select columns (if present) to confirm if you want to add them. You can check the required columns to select them and apply the configurations.

Click Import to proceed.
The columns will be configured and saved automatically with the imported configurations.