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en:extensions:workflowdesigner:importer [2014/01/09 18:01] swarnat |
en:extensions:workflowdesigner:importer [2014/03/13 11:25] (current) swarnat |
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| ====== Importer ====== | ====== Importer ====== | ||
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| In Verison 1.87 a new feature was integrated, which will help you to Import csv-Files and do individual tasks for every line from the file. | In Verison 1.87 a new feature was integrated, which will help you to Import csv-Files and do individual tasks for every line from the file. | ||
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| - create a task “Import finished” and connect the bottom output from the next line task. This path will execute if the file was completely imported | - create a task “Import finished” and connect the bottom output from the next line task. This path will execute if the file was completely imported | ||
| - easiest way: create a task "execute expression with external record" to check if there is a record in your crm, which have to be changed by the CSV values (or directly create a record, ...) | - easiest way: create a task "execute expression with external record" to check if there is a record in your crm, which have to be changed by the CSV values (or directly create a record, ...) | ||
| - | - Use the two functions wf_setField() and wf_saveRecord() to directly interact with the record you found. | + | - Use the two functions wf_setField() and wf_save_record() to directly interact with the record you found. |
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| + | Now you could start the Import from the ListView of the assigned Module. Click on "**start Workflow**" and switch to "**Importer**" to upload your file. | ||
| <WRAP info> | <WRAP info> | ||
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| <WRAP info> | <WRAP info> | ||
| === Example 2 === | === Example 2 === | ||
| + | {{ :en:extensions:workflowdesigner:import_searchcontact_create.png?300|}} | ||
| This example will search Contacts by eMail (first Column). | This example will search Contacts by eMail (first Column). | ||
| If the Contact exists, update phone and fax (4th and 5th column). | If the Contact exists, update phone and fax (4th and 5th column). | ||