Question
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US Bank
Posted: May 31, 2023
Last activity: May 31, 2023
Last activity: 31 May 2023 15:32 EDT
Closed
Using Excel spreadsheet to initiate case and trigger next step
I need to create a case that is initiated by an Excel spreadsheet. The idea is to begin the flow by uploading the spreadsheet and the next part would be triggering notification if data on the spreadsheet does not reflect as 'assigned'. I am having trouble starting the case workflow and would be happy to get some direction.
***Edited by Moderator Marissa to change type from General to Product, added Product details and Capability tags***
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Posted: 1 year ago
Bits in Glass
Bits in Glass
IN
@RebeccaM16812507 within pega, the first step would be to parse excel data into pega clipboard. So the records in the excel sheet will be converted to pega pagelist property. Then you need to use that pagelist data to proceed the flow further.