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Question

Question

use excel as data source to fill out a form

Workflow Version 10
Updated August 8, 2019
asked on August 1, 2019

Hi,

Department has an existing Laserfiche form that they fill out to submit to HR to process an action. They are asking if there is a way to do it for multiple employees from an excel spreadsheet as they have about 50+ employees to update and don't want to have to fill out a form for each of them.

Does anyone have a workflow that pulls data from excel to populate a form?

 

Thank you,

Jo Anne 

(New to workflow)

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Replies

replied on August 1, 2019

If you install the Excel ODBC driver on the Workflow server, you can put the file on the server then reference it in Workflow as a data source, just be sure to set data column headers in the file.

Also, you don't want to reference the file from anywhere most people could access it because it cannot be read using ODBC while it is open by another user.

When you query it, you can then use a For Each Row to loop through and use Invoke Business Process to set the variables and auto-submit a form using the data from the spreadsheet.

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replied on August 2, 2019

Thank you Jason! I think I got it.

This is what I have.

 

For the Add Query Criteria not sure what to enter into the 'Value'?

 

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View 7 previous replies
replied on August 2, 2019

That depends. If you want to query specific people, then you probably wouldn't want the For Each Row.

If you want to pull the entire list, don't put any criteria at all and it will return all results, then the For Each Row would go through each line.

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replied on August 2, 2019

Ah, ok. Yes, I do want to pull the entire list.

I ran the workflow and I got the following error message. What does it mean?

 

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replied on August 2, 2019

That error usually means that the ODBC connection cannot find/open the Excel file.  Make sure that the path to the file is somewhere that the user that workflow runs as has permissions to and make sure that there are no special characters in the name of the file.

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replied on August 2, 2019

Thank you Bert - we double checked permissions and all is in order but still getting the error message. Going to open a support ticket.

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replied on August 2, 2019

Jo Anne, what happens when you click "Test Query" from the Workflow Designer without actually running the workflow?

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replied on August 2, 2019

I get the same error message.

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replied on August 2, 2019

What is the path and name of the excel file?

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replied on August 2, 2019

What do you get when you test the data source from the Workflow Data Source Administrator window?

Just to cover all the bases, are you using ODBC 32-bit or 64-bit? It's very odd that it gave you column names but couldn't run a query.

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replied on August 5, 2019

Thank you both. I have support looking at it. Will let you know what they find.

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replied on August 8, 2019

Here is an update. Support looked into the error message and all is in order on my end but WF still failed. They are taking it to the development team for further review, possible bug.

They suggested to convert the excel file to CSV while they further investigate. So, I converted the file and my workflow is now up and running successfully!

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