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Hi Sean, sorry if I'm oversimplifying this, but can you put the CSV data into an Excel Online or Google Sheets worksheet; call that worksheet in a scenario, then use an iterator to cycle through each row in the worksheet, each time using the "Add/Replace a Record" action on the data store module?
Hi Sean, sorry if I'm oversimplifying this, but can you put the CSV data into an Excel Online or Google Sheets worksheet; call that worksheet in a scenario, then use an iterator to cycle through each row in the worksheet, each time using the "Add/Replace a Record" action on the data store module?
Oh my gosh! Thank you for the reminder about the Fusion "Add/Replace a Record" modules! We actually already have a scenario built that pulls values from a Task Template and adds or removes items from the Data Store. I can't believe I forgot about that. One button click and the data store is updated with all new values! Thanks for the mental poke!
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You can also upload your csv as a document to Workfront and then use the Read Document Module -> Parse CSV Module -> Add/Replace Row. It iterates by itself via the parse CSV module.
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Hi Chris, can you show where you find the Workfront "Read Document" module?
I'm familiar with the "Read Record" module that allows you to read attributes of the Workfront document, but I have never seen a module that will read the content of a Workfront document or make the content available for parsing. The only module I found that appears to do that is in the Sharepoint connector.
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My bad, it is called "Download Document". It can retrieve the CSV that you uploaded to Workfront and you will be able to use File Name, File Size, File Extension and Data. So the Data is what we want to add to the Parce CSV module. Here a short screencast of one of our import scenarios: https://www.awesomescreenshot.com/video/4505023?key=48216d28fa58993fc7048613adf8d042
Oh nice, I didn't know the binary data output of the Download Document module could be parsed. That's useful.
I had gotten my hopes up that it could somehow read and pass text values from any type of document, like .docx, .xlsx, .pptx, or .pdf, (which maybe it could for some types, if you use "parse xml" on the data output and have the right data structure to map it to?)
Our use case for that is a little different. Because Workfront doesn't search the contents of documents, we've been looking into ways to index the content for enhanced searching.
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XML works as well, we use a process where one of our subsidiaries with an HR system lacking an API, exports users PTOs as an XML on an hourly basis. We use the sFTP Get File module and parse the content with the Parse XML module.
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