I am finally diving into Drag & drop integrations (“DDI”) and looking into compatibility with my current documents.
At the moment, my multiple contract parties are managed of several repeating-list-datafields, such as #party^first-names and #party^last-names. As such, my Q&A questions are of the “Table” type. I am aware that this will increase complexity compared to only having a single party, but most of our documents have many parties that all require data.
What I am trying to understand with DDI:
Are DDI compatible with Table-type Q&A questions? For External Data Input XLSX files, I see the option to add multiple Cell(s) - how would I do this?
From here, I would want to add B2-F2 to my #party^last-names, and C3-F3 to #party^first-names. Would the import know to add the fields C2 and E3 as “blank” entries? Getting “Castles, Charles” would be unfortunate.
Does External Table Data support XLSX files with multiple tabs? It looks like my import data will be split into two tabs, I am wondering if this is supported or if I need to figure out how to re-format my data into a single tab.
We have updated the software to support your requests. Please have a look at the updated documentation.
Essentially, for your example, you can refer to the last names with B2:F2 and to the first names with B3:F3 (and if there are more names, you can extend it even further, e.g. B2:Z2 and B3:Z3, respectively).
You can also refer to different Excel sheets using an exclamation mark, e.g. 'Natural people'!B2:F2 ; note that you have to use single quotes because of the same in the sheet’s name.