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 Dileep Macherla (DileepM5)
Cognizant Technology Solutions Pvt Ltd

Cognizant Technology Solutions Pvt Ltd
IN
DileepM5 Member since 2017 2 posts
Cognizant Technology Solutions Pvt Ltd
Posted: December 14, 2017
Last activity: December 14, 2017
Posted: 14 Dec 2017 2:47 EST
Last activity: 14 Dec 2017 4:39 EST
Closed

how to create a form by importing Excel sheet

Hi Team,

here i have requirement, i have Excel Sheet in that Excel sheet with fields. we don't create any properties or we don't create any fields in Data Type.

1.by importing the Excel Sheet only the fields will update in Data Type automatically..

2. we will convert it into Form(editable).

is it possible? could anyone please help on this??

Data Integration
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Posted: 3 years ago
Posted: 14 Dec 2017 4:39 EST
Mohammad Asif Hasan (Asif Hasan)
PEGA
Senior Technical Solutions Engineer
Pegasystems Inc.
IN

Hi Dileep,


Thanks for posting on PSC.


You can leverage features of OOTB activity "MSOParseExcelFile" for the same.


Steps:-


  1. Creating a Binary File rule for the template
    1. Click Create > Technical > Binary File.

    2. Enter a name in the Label field.

    3. Enter excel in the App name field.

    4. Enter xlsx in the File type field.

    5. Click Create and Open.

 

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Hi Dileep,


Thanks for posting on PSC.


You can leverage features of OOTB activity "MSOParseExcelFile" for the same.


Steps:-


  1. Creating a Binary File rule for the template
    1. Click Create > Technical > Binary File.

    2. Enter a name in the Label field.

    3. Enter excel in the App name field.

    4. Enter xlsx in the File type field.

    5. Click Create and Open.

 


  1. Upload the template excel
    1. Click Upload File.

    2. Click Choose File.

    3. Navigate to the Excel template file that you created and click Open.

    4. Click Upload File.

    5. Click Save.

    6. Click Download file to download the file and make sure that it is correct.

 


3)    Use the MSOParseExcelFile activity for the upload activity to parse the uploaded Excel file by using the template Excel file. After the uploaded file has been parsed, the list of parsed items is available on the embedded page list on the step page and can be used in your application.


4)    In the Step Page fields, enter the context of the page.


5)    In the FSFileName field, enter the file name to use for the downloaded file.


6)    In the TemplateRFB field, enter the name of the template that you created and uploaded in the Binary File rule in the following format: "excel!<file>!xlsx".


Refer it:-https://pdn.pega.com/node/157426


Hope it helps you in your implementation, please notify if it does and mark as answered.


Regards,


Asif



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