Introduces a configuration that controls whether specific fields can be updated through the Bulk Import Update feature using Excel templates.
This configuration ensures that fields included in the Excel template are only updated when the “Allow for Excel Update” setting is enabled for the respective control. If the configuration is disabled, the system prevents updates to those fields—even if values are provided in the uploaded template.
The rule applies only to bulk update operations and does not affect bulk insert functionality.
This feature provides administrators with finer control over which fields can be modified during bulk updates, helping prevent unintended data changes caused by incorrect or unnecessary values in Excel templates.
User Persona: Administrator
Benefits
Controlled Bulk Updates
Ensures only explicitly permitted fields can be modified through Excel-based bulk update operations.
Reduced Risk of Accidental Updates
Prevents unintended changes when users mistakenly populate fields in the Excel template.
Improved Data Governance
Allows administrators to configure update permissions at the control level.
Excel Update Control for Bulk Import
Administrators can configure whether a field can be updated through Excel-based bulk import updates.
To configure the Allow for Excel Update option, perform the following steps:
Log into the application as an Admin.
Navigate to Form Designer from the left panel.
Click New to create a new form.
Fill the necessary details in the General section.
In the Design Form section, choose the Settings icon for the respective field.
Select the Advance tab and enable the Allow for Excel based Update switch.
Enabled – The field can be updated through Excel bulk import updates if the field is present in the template.
Disabled – The field cannot be updated through Excel bulk import updates even if the column exists in the template.
Save the configuration.
Note:
The Allow for Excel Update configuration is applicable only for the Bulk Import Update feature and does not affect bulk insert operations.
Default Configuration
By default, the Allow for Excel Update option is set to Disabled (False).
Administrators must explicitly enable this option for fields that should support Excel-based updates.
Behaviour During Bulk Import Update
When a user uploads an Excel file through the Bulk Import Update feature, the system validates each field against the configured settings.
The system processes updates based on the configuration as follows:
Configuration Status | System Behaviour |
Enabled | The field value provided in the Excel file is updated in the system. |
Disabled | The field value provided in the Excel file is ignored and the existing value remains unchanged. |
This validation ensures that only permitted fields are updated during bulk operations.
Validation Behaviour
During bulk update processing:
The system reads the uploaded Excel template.
Each column is checked against the Allow for Excel Update configuration.
If the configuration is disabled, the system prevents updates to that field.
Only fields with enabled configuration are processed for update.
This ensures that accidental or unauthorized updates do not affect system data.
Example Use Case
A user performs a bulk update of asset records using an Excel template that includes the following fields:
Location
Department
Asset Status
If the Allow for Excel Update configuration is enabled only for Location and Department:
Updates to Location and Department are processed.
Updates to Asset Status are ignored even if values are provided in the Excel file.
This prevents unintended updates caused by accidental entries in the Excel template.
Figures
Figure: Allow for Excel Update Configuration