BPM5 Documentation - Manually Determine which Data Item Values to Populate with Excel Worksheet Column Values

To manually determine which data item values to populate with Excel worksheet column values, complete the following steps:

Check out and open the process you want to edit.
In the Toolbox pane, click Microsoft Office. A list of activities is displayed.
Double-click or drag the Read Excel Workbook activity into the process.
Link the activity appropriately with other activities in the process.
Right-click the Read Excel Workbook activity. A shortcut menu is displayed.
Select View Properties. The Read Excel Workbook window is displayed.
Click the Input File tab. The corresponding screen is displayed.
In the Input File Location field, select the appropriate input field editor and set the field to a value that is a location where the workbook to be read is stored.

Note:

If your input template is referenced by a data item, click Configuration values and enter a valid connection string for design-time, configuration purposes.

In the Authentication section, select Run as BPM Server or Specify credentials.

Note:

If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials.
If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional and requires you to select the domain name, if selected.

Click the Data Mappings tab. The corresponding screen is displayed.
Select the Manually Map Workbook Contents to Data Item Values check box.
Select the Select Collection Data Item Member for Mapping check box.
In the Collection Data Item field, click the Data Item editor and select the appropriate collection data item.
From the Direction to read multiple values options, select All data item values are in the same column.
In the Source Worksheet field, select the appropriate input field editor and set the field to a value that is the name of the worksheet from which you want to read values.
In the Source Cell field, select the appropriate input field editor and set the field to a value that is the name of the cell from which you want to read values.
In the Destination Data Item field, click the Data Item editor icon and select the data item in which you want to store column values.


Note:

Calculation data items are read-only. You cannot edit this type of data item.



Note:

You can map more column values with data items by clicking the plus sign (+). Use the minus sign (−) to remove a mapping.
Click OK. You configured the activity to manually determine which data item values to populate with Excel worksheet column values.

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft Office Activities > Read Excel Workbook

Last modified at 7/31/2020 11:44 AM

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Manually Determine which Data Item Values to Populate with Excel Worksheet Column Values