CPS WebTips: Importing Data from Excel to AgilePoint

CPS WebTips: Importing Data from Excel to AgilePoint

AgilePoint CPS Importing Data from ExcelIn this CPS WebTips, we discuss how to import data from Excel to AgilePoint. We will summarize how frequently Excel is used within business processes, demonstrate how to set-up this functionality with a working example and provide tips and notes on important pieces of information.

 

Importing Data from Excel to AgilePoint Overview:

Data changes frequently, and the Excel Read Activity in AgilePoint enables you to wield this changing data at any stage of your business process. This is critical to your bottom line, as you are only as productive as your data is current.

Companies use Excel every day, there is no escaping it. Excel is utilized during your business processes to read, write, and store your data. Data changes frequently, and the Excel Read Activity in AgilePoint enables you to wield this changing data at any stage of your business process. This is critical to your bottom line, as you are only as productive as your data is current. AgilePoint provides the ability to import and export data in Excel to an AgilePoint repeating SubForm. Not only can you import the data into your request, but also store the Excel file in a data repository.

 

This functionality enables you to do a few things:

  • Import data from an Excel file
  • Make changes to the data in the Excel file
  • Reimport the updated data into your request

At a high level, to accomplish this you will need the following:

  • A process-based application, including:
    • Start Task
      • Attachment Control
      • Repeating SubForm
    • Read Excel Table Activity
      • Data Repository
      • Excel Template
    • Review Task
      • Attachment Control
      • Repeating SubForm

Some key notes to remember when setting up this functionality:

  • When setting up the Excel Read Activity
    • At the Runtime Repository step, ensure that the ‘fileName’ field is entered
    • At the mapping step, ensure that the Excel table is mapped to your SubForm

Watch the entire WebTips session focusing on importing data from Excel to AgilePoint:

 

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Clear Process Solutions | Making the complex simple

Posted: 3/18/2022 9:56:02 AM by Tim Dempsey | with 0 comments

Filed under: Business Process Automation, WebTips, Digital Transformation, AgilePoint

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