Automatically sync reference data files

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17 comments

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    Danielle Thompson

    This would be AWESOME!

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    Nathan H

    Agreed!

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    Nathan H

    It would be awesome to have it do a view on a SQL table as well...

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    David Nichols

    OMG please, please, please

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    PAUL BARONE

    There should be an automatic syncing every time a submission occurs between the App and the Reference Data File especially since the Reference Data File is uploaded to, and resides within, the App itself.

     

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    Sara Kaplow, Community Manager

    We do have a paid feature called Dynamic Reference data, which gives you the ability to update your Reference Data with information entered in a previous Submission. To Nathan's point, it relies on SQL for those updates, so I think you can hook it into other things as well. 

    This is a feature that is currently available through our Professional Services team. They’ll be able to give you a quote specific to your needs and configuration, but here are some general guidelines:

    • Professional Plan and above only
    • Monthly costs (including maintenance and hosting) are typically around $250

    This is currently through Professional Services but is definitely something we're exploring incorporating into the core of the product. Thanks for the feedback!

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    Carlan Wray

    This is what prevents me from using GoCanvas because I need to have the reference data accessible from an external table. Google Sheets would be my preference.

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  • Hi Carlan,

    Have you spoken with a salesperson about our Professional Service capabilities? I'd be happy to connect you with someone from our team to see if those options would meet your needs.

    Thanks,

    Sara

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    Keith McQuait

    Yes, direct API integration into SQL (dynamic reference data) is definitely possible. Getting your IT Security and legal departments to agree to it, next to impossible.

    However, we have done a few things recently with GC Professional Services (and the company agreed) to allow GC to host some of our data on their servers.

    All things are possible. You just need to talk to the right people.

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    Matthew Hase

    Having Dynamic Reference Data Tables would be incredible  

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    Joseph Michael Yu

    how to enable dynamic reference data?

     

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  • Hi Joseph,

    If you are interested in dynamic reference data, I can have your Account Manager reach out to set up a demo. Just let me know!

    Thanks,

    Sara

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    Dan Payant

    Hi Sara,

    Could dynamic reference data be pulled from google sheets through a zapier connection to help set this up?

    Thanks,

    Dan

     

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    Sara Kaplow, Community Manager

    Hi Dan,

    Currently, you can't connect Reference Data to Zapier, which is why this setup requires a custom integration. If you haven't already, definitely upvote this topic so I can give these numbers to the Product Team to encourage them to tackle this next!

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    Salvador Gutierrez

    So far the way it worked for me is using c# visual studio to upload the csv document with the information we need to the web service for gocanvas for the reference data, basically we upload the list of all our employees daily that way we have our list of employees, employee number branch and all the information update it.

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    Ali Hashimi

    Agreed, for companies that are scaling quickly, the ability to seamlessly update reference data within a Google Sheet without the need to constantly upload a CSV file is critical to both onboarding and offboarding users. 

    Additionally, when using workflow along with reference data, we need the ability to temporarily reassign specific reference data users for a set period of time.  When someone is on vacation, sick or out of the office for any other reason, we need the ability to reassign that user for a specific period of time that would have an expiration date attached to it.  If someone is going on vacation for a week, that user should have the ability to either reassign their responsibility for a set period of time or allow someone administratively to update the temporary reassignment.  

    The new "Reassignment" feature is going in the right direction, however it is not possible for users like us that utilize both "Workflow" and "Reference Data", in that instance the "Reassignment" feature is disabled. 

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