The configured File Import can only be executed from a Workflow task. For more information on configuring Workflow, see the Workflow guide.
When the File Import task is executed by a user, it will import an excel or csv file into the staging table and then optionally load it into the data model.
To configure a Workflow Process with a File Import task:
- Create a new Process in Explorer.
- In the Workflow Editor, open the Workflow toolbox and drag the File Import task into the workspace.
- Configure the File Import task by right-clicking on the task and selecting Edit from the context menu.
- Fill in the following details. Refer to the Workflow Administration guide for additional information.
|
Parameter |
Description |
|
Name |
Specify a meaningful name for the task. This name will be visible on the Workflow Task List that Contributors, Supervisors, and Owners will see. For example, if this Workflow is a process around the monthly Trial Balance data load, name the task “Trial Balance upload”. |
|
Owner |
Specify an Owner for the task. Use the drop list provided to mitigate typing errors. |
|
Supervisor |
Specify one or more Supervisors for the task. Use the drop list provided to mitigate typing errors. |
|
Contributors |
Specify one or more Contributors for the task. This is the user or users who will perform the file import. Use the drop list provided to mitigate typing errors. |
|
Import Definition |
Select the Data Import Definition from the drop list. |
|
Transform and Load |
This checkbox indicates that the data should be loaded from the Staging Table to the Data Model. If left unchecked, the data will only load into the Staging Table. |
|
Due Date |
The Due Date parameter can be set relative to the process, a task or a date. Select one of the following: ● No Due Date ● From activity start time ● From activity start time (business days only) ● From process start time ● From process start time (business days only) ● Before process end time ● Before process end time (business days only) ● Absolute date |
|
Advance Rule |
Specifies how to advance to this task. Defaults to When any predecessor completes. |