Question
COGNIZANT TECHNOLOGY SOLUTIONS
US
Last activity: 27 Mar 2019 2:37 EDT
Bulk Upload functionality -Excel Bulk Upload
Hello Team,
What's the best way to upload data through excel sheet and create WO? I've an requirement to loan set of columns (ex, Loan#, State, Address) and create an case for each items ( for each row). Would appreciate your response! Thanks!!
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Accepted Solution
EPAM Systems, Inc.
ES
Hi Varun,
Thanks for posting on PSC.
Implementation approach,
To parse excel content and uploading data in bulk and mapping it to clipboard structure, you need to create following rules:
Hi Varun,
Thanks for posting on PSC.
Implementation approach,
To parse excel content and uploading data in bulk and mapping it to clipboard structure, you need to create following rules:
- An Excel template:-
- A binary file to save the Excel template. Refer it to process excel content and upload:-https://docs-previous.pega.com/configuring-application-bulk-upload-data-using-excel-spreadsheet
- Download and upload activities(Processing of excel data and creating work object). An OOTB "MSOParseExcelFile" activity can be used to parse your input and map it to clipboard page.
- A user interfaces section that uses controls for downloading and uploading the template. Following above steps would load excel data in a page list format at the clipboard, The above steps will load excel data to page list property (from above example: excelDetails() ) with multiple number of rows (number of rows given your input excel sheet).
- Iterate each row and create work object as per your requirement.
- How to automatically create a new work object- https://community.pega.com/how-automatically-create-new-work-object-and-transfer-it-subflow
Hope above information helps you in implementation, kindly notify if it does, by marking this post as answered or helpful for tracking purpose.
Regards,
Asif
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DEVAGIRI SATWIK REDDY
COGNIZANT TECHNOLOGY SOLUTIONS
US
Hey Asif,
Much appreciated your response!!
COGNIZANT TECHNOLOGY SOLUTIONS
US
Hi Asif,
I've configured everything as per the description but on click of Download or Import button, the activity is not getting called. I have unchecked the authentication option but still having the same issue. Any Idea? I'm using Pega7.2.2 version through google Chrome
Cognizant
IN
Hi Asif,
One Quick question. I have uploaded excel template with few columns(name, age,sex) .Will it work if user upload the excel in different order(like age, sex,name).
Thanks
Delta Denta
US
Hi Asif,
After parsing I am getting data on the clipboard, however I am getting everything as classless inside Code-Pega-List page. Please find screenshot of Pages and Classes tab of the Activity used for parsing.
Can you guide me what could be wrong in my implementation?
Regards,
Jayesh
LTIMindtree
IN
Hi all,
I am getting this error while performing bulk upload functionality.
Can anyone please share screenshot of full activity with all steps?
Thanks in advance!
Regards,
Vivek
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Mukamil Shaik Anoop Krishna PULIMADDI GANDLA NAVEEN KUMAR Harsha Jorige Priyanka Ojha and 10 More
Pegasystems Inc.
IN
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