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Hello Pigment Community,

I’m currently working on creating an incentive scheme that allows users to input and customize data as needed directly within a board. My objective is to add a "Submit" button to this board, enabling users to:

  1. Save all entered data into a structured list.
  2. Export the stored data as a .csv file for further analysis or record-keeping.

     

Could you kindly guide me on how to implement this functionality in Pigment? Specifically, I’d appreciate any tips or best practices for:

  • Linking the "Submit" button to capture and store user input.
  • Automating the export process for generating a .csv file.

Thank you in advance for your support and insights!

Hi ​@Spandan98, I can’t see a way to automate the export, and there is a feature request to provide an action for this.

As for the storing user input: per default all inputs are processed in real-time. Since you’d rather want to save only upon user confirmation, you could disable the auto-save feature of a table. However, using multiple Views from this table will still require to hit the “Save” button on each of the Views in the board. I could think of two product ideas which should help in improving the user experience:

  1. Provide a new table data input option to only show one single “Save all” button in the board, in case all views on the board are from the same table (or rather, all views with disabled auto-save are from the same table)
    OR make it a board option instead of a table option, and therefore always have only a single “Save” button for the whole board
  2. Trigger multiple metric 2 metric imports as part of an action, not only a single one (you could then work with one input metric and one “saved input metric” which would be only populated through the M2M import, for each input metric required - downside here is that auditing will be a bit more challenging with this approach)

Okay thanks!

Just I want to clarify. Is there any way by which I can save all the user confirmation in a transaction list?


I just want to curate all the data that is submitted by the user in a transaction list, with headings like Channels, Employee levels, Performance metrics etc. in a transaction list. How can I do this?

Please kindly help. Thank you!


@Spandan98 you could use a transaction list for the whole input instead of metrics, see Adding items to a list from a board. I don’t think there’s a straightforward way to do both at the same time, i.e. saving metric inputs and creating a transaction list entry for those inputs.


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