Using multi-column custom lists for streamlined user onboarding
When onboarding a user, it is often necessary to fill in fields such as city, office, postal code, and department. Gathering all this information for each user can be time-consuming and prone to errors. To streamline this process, you can utilize CoreView's multi-column custom lists.
Multi-column custom lists are a valuable tool for simplifying the creation of workflow configuration inputs. In this article, we will guide you through the process of importing and setting up a custom list to assist with user onboarding.
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Step 1: create a multi-column CSV file
Start by creating a CSV file with a column dedicated to each profile that you need to onboard. In the header, include the fields that must be filled out for each onboarded user (e.g., city, office, department). Below the header, list all the possible combinations of data.
| City* | Office | Postal code | State | Department |
|---|---|---|---|---|
| Milan* | Corso Como | 201244 | Italy | Marketing |
| Rome* | Piazza di Spagna | 00187 | Italy | Marketing |
| Turin* | Piazza Castello | 10124 | Italy | Marketing |
Important: ensure that the first column can be designated as the discriminator. This column should contain a value that helps identify all other values in the corresponding row. In this example, the “City” column(*) serves this purpose.
Once you have entered all necessary data, save the file as a CSV.
Step 2: upload the custom list
Next, navigate to Settings > Manage workflows > Custom lists.
In the top right corner, open the dropdown menu and select “Upload from CSV”.
Select your file, ensuring it adheres to the specified guidelines. Click “Next” to continue.
You will now be required to rename your custom list and, if necessary, add a description. Below this, you can preview the columns to confirm that the file has been imported correctly. When everything appears to be in order, click “Next” in the bottom right corner, followed by “Save”.
Your list will now be visible on the main page. Click on the list name to preview the columns and access options to edit or delete the list. After utilizing this list in a workflow (Step 4), the workflow will be displayed under the “Associated workflows” tab within this wizard.
Step 3: associate the custom list with a workflow
Open your onboarding workflow in the workflow editor. Select “Configure execution inputs” and then “Add execution input”.
Configure the following parameters:
- Target: No target (custom attribute)
- Type: List
- Name: Enter your preferred name
Click the “Set values” button and navigate to the “Pick from list” tab. From here, select the CSV custom list you uploaded earlier. A “Multicolumn” tag next to your uploaded CSV will help you identify the correct file.
If you prefer not to include the custom list name in every field, uncheck the “Include custom list name as prefix” checkbox. Field names can be edited later. Click “Apply” to continue.
Review the preview of the uploaded fields. Edit the field names as desired and add a description if needed. Ensure that the first input—used as the reference column, as described earlier—contains the correct value (in this case, the “City” column). You can also add additional execution inputs by clicking the “+” icon located below the list. Save your changes to proceed.
Step 4: publish and run your workflow
After making the necessary adjustments, save and publish your workflow.
Then, click on the “…” button and select “Run”.
In the “Workflow run” window, you will be prompted to select the first value (“City”) from a dropdown menu.
Based on the selected value, the fields below will autofill, which ensures a fast and error-free input selection. If you need to edit the information, simply change the first value (“City”), and the remaining fields will update accordingly.
Click “Next” and then “Submit” to execute your workflow.