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MargretteBoyer
MargretteBoyer
Level 2
August 26, 2023
Solved

Using Fusion to Transfer Data from Excel to Custom Forms in Workfront

  • August 26, 2023
  • 1 reply
  • 1001 views

Hi everyone, 

 

During the process of updating our custom forms, I decided to remove the custom field rather than hide it on the same form to preserve historical information. As a result, I noticed that the fields I removed no longer had data in them. Fortunately, I was able to catch this prior to the new refresh on Monday, August 28, so I went to the preview and ran a report to get the data, but I don't want to have to copy and paste them back into the project. I'm looking to use Fusion to move the data back into production from the report I ran in "Preview", now that it's in an excel format. Could anyone show me how I could do this using Fusion. Any help would be appreciated.

 

Thank you in advance,

Margrette

 

 

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Best answer by lgaertner

Hi Margrette,

 

I would export the Excel file as CSV and use "Parse CSV" in combination with an iterator and the WF - "Update a record" module to go through all rows and fill in the values.

 

Regards

Lars

1 reply

lgaertner
lgaertnerAccepted solution
Level 9
August 28, 2023

Hi Margrette,

 

I would export the Excel file as CSV and use "Parse CSV" in combination with an iterator and the WF - "Update a record" module to go through all rows and fill in the values.

 

Regards

Lars

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