Is there a way to schedule reference data uploads with Business Insights so that I don't have to refresh it every morning?
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Is there a way to schedule reference data uploads with Business Insights so that I don't have to refresh it every morning?
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Not as far as I know. The thought process behind this seems similar to all of these if you wanted to vote them up (a combined total of 82 votes right now not counting the votes in the comments)
https://help.gocanvas.com/hc/en-us/community/posts/360000175647-Update-reference-data-via-a-web-interface
https://help.gocanvas.com/hc/en-us/community/posts/360000175667-Automatically-sync-reference-data-files
https://help.gocanvas.com/hc/en-us/community/posts/360000177468-Update-reference-data-based-on-info-submitted-in-the-form-itself
https://help.gocanvas.com/hc/en-us/community/posts/360000466847-Reference-Data-Google-Sheets
https://help.gocanvas.com/hc/en-us/community/posts/360003342713-Change-reference-data-with-a-submission
https://help.gocanvas.com/hc/en-us/community/posts/360015997733-App-s-fields-can-be-auto-exported-to-reference-data
https://help.gocanvas.com/hc/en-us/community/posts/360017868854-Reference-Data-Updating
https://help.gocanvas.com/hc/en-us/community/posts/360025216873-Extend-Zapier-Integration-to-Support-Reference-Data-Operations
https://help.gocanvas.com/hc/en-us/community/posts/360028692654-List-and-download-reference-data-through-API
https://help.gocanvas.com/hc/en-us/community/posts/360035012053-Removing-reference-data-after-it-has-been-used-
https://help.gocanvas.com/hc/en-us/community/posts/360039170114-Reference-Data-as-Tables-in-Go-Canvas
https://help.gocanvas.com/hc/en-us/community/posts/360042122854-auto-update-reference-data-file
https://help.gocanvas.com/hc/en-us/community/posts/360049133273-Schedule-Reference-Data-Upload
Hopefully GoCanvas will one day make this type of functionality part of the core product as it would exponentially increase the uses of the system and make it even more useful and powerful.
You could potentially talk to your GoCanvas rep about an integration that may be able to do scheduled reference data uploads, but it would most likely not be utilizing Business Insights and would most likely be an additional charge.
Nathan, thank you so much for taking the time to share the similar Feature Request posts (and for doing the math on the upvote totals)! Being able to consolidate and resurface these requests helps us emphasize the desire for this functionality.
That's correct, we do offer a paid feature called Dynamic Reference data, which gives you the ability to update your Reference Data with information entered in a previous Submission.
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:
This is currently through Professional Services but is definitely something we're exploring incorporating into the core of the product.
I am going to close comments on this post, to encourage users to comment and upvote on this existing Feature Request for similar functionality:
https://help.gocanvas.com/hc/en-us/community/posts/360000175667
This is the similar post with the highest total upvote count, but I have made sure to share the list of related Feature Requests (and their upvote totals) with our Product managers, so they know just how much this functionality is wanted.