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Question

 Rebecca McFarling (RebeccaM16812507)
US Bank

US Bank
US
RebeccaM16812507 Member since 2023 1 post
US Bank
Posted: May 31, 2023
Last activity: May 31, 2023
Posted: 31 May 2023 12:01 EDT
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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Pega Platform
Case Management
Citizen Developer

Posted: 2 years ago
Posted: 31 May 2023 13:59 EDT
Anoop Krishna (Anoop Krishna)
Evonsys
Associate Architect
Evonsys
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. 

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