You are viewing limited content. For full access, please sign in.

Question

Use starting entry as ODBC data source

Workflow

Updated May 21, 2020

asked on May 21, 2020

Hi,

We have an excel file that a sales person completes when they receive an order. This file is the starting entry for a workflow that is used to route the order through our systems. The Excel file submitted contains data needed by the workflow, is there a way to dynamically link the ODBC data source to the starting entry of the workflow? Or is there another way that this can be done?

Thanks

0 0

Replies

replied on May 21, 2020

As you may have noticed, WF needs a static source for the data. What I have done before is set up a data source to an Excel file pointing to the file directly. Then, the WF will export the new spreadsheet to that source location via a script. Final path and file name have to match in order to overwrite and be used by the data source, so I set a naming convention in the WF that won't change. Worksheet name needs to be the same, too.

Once the file has exported, the data source can be queried with the latest values.

Note that if you could have this workflow fire off several times simultaneously it will present some problems. In my case, it had to do with a nightly (or maybe even weekly) CSV dump, so no fear there.

1 0

You are not allowed to follow up in this post.

Sign in to reply to this post.

Asked May 21, 2020
Updated May 21, 2020
40 views