Upload Spreadsheet

ComponentTypeDescription
imgUpload Spreadsheet🚩 triggerstart workflows in bulk by uploading a spreadsheet of data

The Upload Spreadsheet component allows you to initiate workflow sessions for a workflow in bulk rather than one at at a time. It does this by allowing you to upload a spreadsheet all the data you want to use to run the workflow, and then running a workflow session for each row.

Say for example, I have a spreadsheet that looks like this

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The Upload Spreadsheet component allows me to run 5 sessions at once, one for each row. The placeholders I will be using in that workflow are the columns i.e. "date", "name" and "age". A session will be run for each row, and the data in each row represents the values for those placeholders in that session. So in the first session for the first row of data, the session will run with "date" = "12/12/2018", "name" = "Aaron" and "age" = "89".

Configuring the component#

The steps to configuring and using this component are as follows:

  1. Configuring the placeholders
  2. Accessing the upload portal
  3. Uploading and submitting the spreadsheet

1. Configuring the placeholders#

Configuring the placeholders automatically#

The easiest way to configure the placeholders is by uploading the spreadsheet of data you want to use. You simply upload this and each column in the first row will be automatically configured as a placeholder.

By default, all placeholders are treated as text data and will be exported as such. You can change this by adjusting the data type.

Configuring the placeholders manually#

To set up the placeholders manually, click β€œAdd column” for each placeholder that will be exported from the Upload Spreadsheet. This will correspond to the column names in the spreadsheet you will upload.

2. Accessing the upload portal#

Each Upload Spreadsheet component has its own unique upload portal. This is a simple web portal which contains an area where the user can upload the spreadsheet required to run the Upload Spreadsheet.

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You will see a list of the columns of data the upload portal expects in the uploaded spreadsheet

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3. Uploading and submitting the spreadsheet#

The upload portal performs validation on the uploaded spreadsheet to make sure it contains all the require placeholders and columns of data.

When a valid spreadsheet has been uploaded, you will see a blue bubble appear beneath the upload area and the β€œSubmit” button will become active.

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Once you click submit, the data will be submitted and a workflow session started for each row of data.

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The link to the upload portal is not active until the project is published.

The upload portal is protected by any access controls applied at the project or component level. If you have restricted access to interactive components, a user will need to login before they can view the upload portal.

When the Upload Spreadsheet encounters an error or an invalid row of data (for example, if a row is missing data), it will skip that row and continue to the next row.