Modify an excel document

bricast's picture

I need to use workflow to pull in an excel spread sheet and use one of the fields to pull data from the helpdesk contact table. I then need to take the data I pulled from the contact table and add that to the excel spreadsheet. Anybody have any ideas on how to do this?

reecardo's picture

You can read from/write to

You can read from/write to Excel in 1 of 2 ways:

1) A Excel-type integration library
2) The Excel Read/Excel Write components in the Office library (it's not part of WF by default, you have to add this custom library via Import Components)

There should be a component that looks for NS contacts (Find Contact, I believe)

Hope this helps

bricast's picture

Excel Read

With the Excel Read it seems you have to import a spread sheet into it. I need one that will read it in from a folder because the spreadsheet will be different from month to month.

reecardo's picture

In this case, You're stuck

In this case, You're stuck with using the Excel Get components out of the Office library. The Excel File variable can be hooked up to a process variable, so you could have a series of components previous to this to get the .xls into a FileDataType (the datatype expected).

The only drawback to this component is the position in the spreadsheet can only be hooked up to constant values, not dynamic process variables. If the position you're reading changes from time to time, I'd experiment with copying the .xls to a .csv file, then navigating the text file line-by-line.