Applies to version: 2021.1.x and above; author: Konrad Wojtycza
This article describes the “Read data from an Excel file” action that allows you to import data from an Excel file to the form. You can use this action in the following scenarios:
We have created the simple “Leave requests” workflow with the “Read data from an Excel file” action. It allows an employee (who temporarily does not have access to the company’s intranet) to submit a leave request.
Fig. 1. The "Leave requests" workflow
The action was added at the “Register request” step on the “Import data from attachment” path.
Fig. 2. Selecting the action from the "Excel, Wrod & PDF" section
In the advanced configuration of this action, there are two tabs:
Fig. 3. Configuration of the action - the Attachment selection tab
Attachment section tab:
Fig. 4. Sample regular expression
Fig. 5. Configuration of the SQL query returning the attachment
Mapping tab – in this section a user assigns sheet cells (Excel address column) to the corresponding form fields (Form field column). The cell address must be configured according to the SheetName!CellAddress rule – e.g. Sheet1!A1. A dynamic selection of cells and sheets is not possible.
Fig. 6. The mapping process
In the presented example, the action is used to download the Excel file with leave requests. Cells to be filled out are marked in yellow.
Fig. 7. The Excel file with leave requests
The same cells have been mapped with the form fields on the form in the configuration of the "Read data from an Excel file" action. The first step is to add an attachment to the workflow.
Fig. 8. Attachment added to the workflow
Then the user must follow the path where the action was set up. In the example above, it is the "Import data from attachment" path. After following the path, the data will be downloaded to the form.
Fig. 9. The form after following the "Import data from attachment" path
The “Read data from an Excel file” action allows for importing data from a previously prepared Excel file. It can be especially useful when the process requires entering many slightly different documents – thanks to this, you can quickly complete fields on the WEBCON BPS form. It also can be used when you do not want to create accounts and give access to internal company resources to external people.