Question

Processing an excel spreadsheet inside a workflow...

Forms Workflow How To

Updated May 9

asked on May 9

I'd like to be able to upload an excel spreadsheet and process it inside a workflow.

Background: I'm not using LaserFiche Forms in what you would consider a "normal" way. I actually made a web application out of it where the user gets info, updates, saves back to a SQL server database. (I included a screenshot of what it looks like in case you're curious.)

In any case, my company is a medical device manufacturer, and we store all our inspection data in the cloud. We can export data from that external source to an excel spreadsheet.

What I'd like to do is import that excel spreadsheet via file upload and open that spreadsheet inside the workflow and update my sql server database with the information in that spreadsheet.

Is there any way to do this? (I already have the form where I select the spreadsheet, and I see that I can send it to the workflow, I just don't know what the heck to do with it now that I've got it.

Metrology Application.jpg (335.16 KB)

| Download

0 0

Replies

replied on May 9

If I understand what you're trying to do correctly, I don't think Laserfiche necessarily needs to be involved with this. If you have a SQL job that uses a stored procedure to import Excel files from a network location and upsert the table, then the users could just drop the Excel files in that network location.

That said, if you absolutely needed Laserfiche for some reason, you could hypothetically use a VB script or C# script to open the file, read the data, and upsert the table. If you wanted to do it without a script, you'd have to save as CSV instead (since it is plaintext and workflow has no issue with reading text), then reformat the lines to be usable in a SQL command. Excel formatting introduces a lot of unnecessary complexity that should be avoided if possible.

0 0

replied on May 9

Microsoft offers a free tool for this in their SQL Management Studio software. It migrates data from excel to your database tables with a user friendly mapping interface.

From there Workflow can access the data in SQL if you need it for your workflows as well.

LF Cloud will take an import of a CSV and save to Laserfiche Lookup Tables as well.

0 0

You are not allowed to follow up in this post.

Question

Question

Processing an excel spreadsheet inside a workflow...

Replies

Sign in to reply to this post.