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December 11, 2024
Question

Process starting with an Excel upload

  • December 11, 2024
  • 5 replies
  • 0 views

I´m just starting in Appian and I want to create a process in which I upload an Excel with some registers and for each register the process create a task. Is it possible to do it easily?

5 replies

mathieud0001
December 11, 2024

Can you elaborate on what you mean by "register"?

December 12, 2024

By record I mean excel lines.
The process would consist in a first step that is to upload an excel document with a header with 3 fields and under it 4 records with the header fields filled in. From that, I want to launch a task for each of the 4 records and the user has to fill in other fields based on those records. I don't know if I have explained myself better now?

December 12, 2024

When you say register to do you mean, you want to upload an excel and based on the fields in the excel specific tasks would get kicked off?

If so yes it possible but can you provide more context on the goal your trying to achieve?

December 12, 2024

The process would consist in a first step that is to upload an excel document with a header with 3 fields and under it 4 records with the header fields filled in. From that, I want to launch a task for each of the 4 records and the user has to fill in other fields based on those records. I don't know if I have explained myself better now?

sivanagamalleswarit0001
Inspiring
December 12, 2024

Hello [mention:af6e79751f9d475298e02cce5b3732d0:e9ed411860ed4f2ba0265705b8793d05] 

I assume this is what you are asking? If so You can use readexcelsheetpaging excel tool plugin to read you excel file and extract values as needed. You need to write code to create tasks foreach record/row you have. You need to remove headers from parsed data or format template.

 

= a!localVariables(
  local!parsedFileData: index(
    readexcelsheetpaging(
      ri!excelDocument,
      0,
      a!pagingInfo(1, cons!SRT_INT_FILE_IMPORT_ROW_MAX),
      3,
      null,
      true
    ),
    "data",
    "values",
    {}
  ),
  if(
    rule!APN_isBlank(local!parsedFileData),
    {},
    a!forEach(
      items: local!parsedFileData,
      expression: a!map(
        firstName: stripwith(fv!item[1], " "),
        lastName: stripwith(fv!item[2], " "),
        allocation: fv!item[3]
      )
    )
  )
)