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Workflow from CSV files

Created: 07 Mar 2013 • Updated: 20 Mar 2013 | 2 comments
This issue has been solved. See solution.

I have 2 CSV files on my local machine.

File A contains: Group Names, Group Owner names
File B contains: Group Names, Group Member names

I want to send email to the group owners. The email should contain their respective group names and group member names.

Any ideas on how this can be achieved.
I am using workflow 7.1 SP2.


Operating Systems:

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rhamner's picture

For reading the CSV files you can create an Integration project and use the Separated Values Generator. Once you choose your CSV file it creates components that allow you to read/write the CSV. It will also create a data type with your field names. The components take a FileDataType so you can combine this with the ReadFile component.

To create the email content there are many options. For simple plain text you can use the For Each Element in Collection component in conjunction with Merge Text component to build a string that has all of the groups/people from the collection. Then merge this into the rest of the email text in Send Email or Send Email via SMTP.

If you want to do this daily without any user input look at Monitoring project type. You can set a schedule and the project will run automatically. Otherwise, if its invoked by user input you could use Web Forms project type.

Good luck!

Chaitali's picture

Thanks rhamner for your response. Just wanted to post my update on this workflow.

I was unable to get the CSV data to merge in the way I wanted - this was due to the reason that CSV does not map values - for instance it will not know which users belong to which groups while we do the merge.

The solution given by symantec was to pump the data out to a SQL DB table >> Then with a SQL generator get the desired operations using the SQL merge command.

Thank you,