Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
en:extensions:workflowdesigner:importer [2014/01/09 18:04] swarnat |
en:extensions:workflowdesigner:importer [2014/03/13 11:25] (current) swarnat |
||
|---|---|---|---|
| Line 24: | Line 24: | ||
| - 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. |
| + | |||
| + | 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> | ||
| Line 41: | Line 43: | ||
| <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). | ||