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Question

Create document relationships\links from an excel sheet

Updated October 16, 2018
asked on October 16, 2018

Hello, I have an excel sheet which has entry IDs of documents to be related.  For example on a line I have entry ID 1234, and in the next cell entry 4567.  I am trying to make a workflow to read this data and create a link, line by line.  There are about 2000 document relationships to be built.  I am not familiar with scripting and am hoping there is some feature or way to do this that I am missing.  Any guidance would be much appreciated.

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SELECTED ANSWER
replied on October 16, 2018

What you're looking for is fairly straightforward in Workflow.



The trickiest piece will be creating the data source.

Feel free to ask if you need more help!

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replied on October 16, 2018

Thanks so very much for the assistance.  It worked like a charm once i figured out where to drop my data source.  I feel like a whole new world of batch processing was opened!

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replied on October 16, 2018

That's awesome. Have fun!

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replied on October 16, 2018

For the Data source, you should be able to use the attached Workflow (rename .txt to .wfi ) to read the spreadsheet and query the data. There are two points to be aware of:

  • The workflow uses csv files, not Excel (it should be fairly simple to change the format though)
  • You will have to relax the Workflow security to enable the workflow to read from the file system.

 

If that will suffice, you can create your Data Source with the following steps:

  1. Download / install the Access Database Engine 2016 - This will install the ODBC drivers to read csv / xlsx files (available here: https://www.microsoft.com/en-ca/download/details.aspx?id=54920 )
  2. Create an ODBC entry - see sample:
  3. Create a Workflow Data source entry for that ODBC entry within the Workflow Administration console (see sample)
  4. Modify the Workflow Security to permit file browsing (Workflow Administration Console > Security > File Browser Options > Allowed Directories)
  5. Import the attached Workflow > Map it to your newly created Data source and run it against a CSV file you've created - You may modify the name / path of the csv file in the Token / Query Data activities.

If it works, it should save the csv file to the file system and read the rows. Once you get to this point, you can now include the steps that Devin listed above.   

Export CSV and Read.txt (54.06 KB)
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replied on October 16, 2018

Thanks for the additional info, Philip.  I haven't tested your method as it was fairly straight forward for me to add the excel sheet to the server, and then direct workflow to that path.  Hopefully this will help others get their data!

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