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Question

Using SDK to query an Excel File

asked on April 2, 2014

I am trying to query an Excel file and send emails based on the rows returned.  It seems that using the SDK is the "best practice" way to access data in an Excel file.  I know that using the SDK I could export the data from Excel to a SQL database, then use the Custom Query tool to get my data.  However, is it possible to skip the database portion, and just get the rows returned straight from excel in the SDK?  If so, how do I return those rows?

 

Thanks! 

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Answer

SELECTED ANSWER
replied on April 2, 2014

Custom Query allows connections to Excel data sources as well. We don't usually recommend using Excel in Workflow because Excel only allows one connection at a time and Workflow can run multiple instances of the same definition concurrently. But as long as you take that into consideration in your design, you can use the built-in activities.

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Replies

replied on April 2, 2014

Hi Miruna, 

That's awesome!  One follow up question - can the file I'm connecting to reside in the Laserfiche repository? I can make the connection work if the file is local, but so far I've struck out when it is in the repository.

 

Thanks again!

 

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