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change import workflow to do field mapping in reverse of what currently exists #13

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takinbo opened this issue Apr 2, 2018 · 4 comments
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enhancement Significant feature requests
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@takinbo
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takinbo commented Apr 2, 2018

When doing an import (e.g. participants or locations), we have internal data fields that are then mapped to columns in the import document. This isn't flexible and resorts to using things like column prefixes for fields that have multiple columns in the import document. This is a proposal to switch the import workflow to map column fields to internal data fields; this will allow us to do the following:

phone 1 -> phone number
phone 2 -> phone number
national -> sample
state -> sample

And this way we can tell that phone1 and phone 2 are columns of phone number type. We would also be able to import special data fields like this as well.

@takinbo
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takinbo commented Apr 4, 2018

It will also be important to ensure that during the mapping, certain fields can only be mapped once. Most fields will be this way except for ones that allow multiple values like phone numbers, groups and samples.

@takinbo takinbo added this to Doing in Apollo 3.1 Kanban Apr 18, 2018
@takinbo
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takinbo commented Apr 18, 2018

A version of this has been implemented for location data imports.

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takinbo commented Apr 18, 2018

@dodumosu I have done a review of this for location imports and it works as expected. We would need this done for participants and also used for sample imports as well. I think once an option has been selected, it should not be available for selection again. E.g. once I have mapped Country Name, I shouldn't be able to map it to another field; there are exceptions like Phone Number, Group and Sample.

@dodumosu
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Participant import has been changed to this, a good while ago. Is it possible we got some feedback from the users on whether this is more intuitive, or the old method is better?

@takinbo takinbo moved this from Doing to For Review in Apollo 3.1 Kanban May 18, 2018
@takinbo takinbo moved this from For Review to Notes/Done in Apollo 3.1 Kanban May 31, 2018
@takinbo takinbo closed this as completed Jun 21, 2018
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