Workflow Soluiton

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  • 1.  Workflow from CSV files

    Posted Mar 07, 2013 04:38 PM


    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.

    Thanks,
    Chaitali

     



  • 2.  RE: Workflow from CSV files

    Posted Mar 08, 2013 10:48 AM

    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!



  • 3.  RE: Workflow from CSV files
    Best Answer

    Posted Mar 19, 2013 11:48 AM

    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,

    Chaitali