Update records in data tables

We've been making updates to the way data tables work on the site for a while now and our latest one lets you bulk update information in data tables. Previously, you had the option to either "add new rows" or "replace all rows" with changes when importing data. When we introduced data table templates, we removed that option. With our latest update, users can now update specific rows in the data table.

Why the change? When linking one table to another, replacing all rows is no longer viable because it severs the internal link between rows in a data table. As we get closer to releasing relational data tables, allowing you to bulk update information while retaining the original KeyValue associated with that row means data will remain linked. This update will also make it easier to audit updates to individual rows.

To bulk update a data table, click on the gear icon and select 'Download all' rn-datatableupdates-download-all.png

Make any changes you need to the existing data and/or add new rows of information to the spreadsheet (if you're adding new rows, remember to leave the KeyValue column blank). You can then import the spreadsheet by clicking on the gear icon and selecting 'Import data' rn-datatableuploads-import.png

This will give you a popup that lets you review the data you're adding or changing to the table. We've made this easier by giving you a summary of the data you're uploading. In the example below, three rows are being changed while a new row (the one without a KeyValue) is being added. rn-datatablesupdates-uploadinfo.png

We've also updated our help pages with more detailed instructions.

One note: we have also changed the behavior of bulk updates on the site. If you have a non-blank KeyValue or ID, it will be checked against existing records. If it doesn't exist on the site, or has been deleted, the import will fail. We'll tell you which rows you need to change to proceed with the upload. Previously, we would consider those new rows and add them.