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Hi all,
We want to import an excel/csv file from the file system in the same machine in which Appian runs. Do we need a plugin for that? We can use SFTP services or any other plugin but I wanted to know if Appian offers somethign out of the box. When I look at the excel tools that we have in place they expect that the file is already in the Appian internal DMS.
what I have seen so far is that we can use collab filesystem utilities or SFTP utilities. It seems that Appian does not offer something out of the box yet.
I am tempted to use the collab filesystem utilities because as far as I know the SFTP utilities require a SFTP client installed in the machine. Any recommendation?
Discussion posts and replies are publicly visible
As far as I know, the Collab / Filesystem Utilities is the plug-in you want. I haven't used it but I've seen others talk about it, and checking its AppMarket site, it seems to describe its functionality in such a way as to exactly cover the use case you mention.