Template based on a criteria

[mabellebautista]

Hello,

I have 10 different templates that have specific columns depending on the process, could you recommend a workflow that selects the applicable template based on the process column value?

For example:

The input data has several columns and in the column process has SAS then the workflow has to select the SAS template and auto-populate the values for the SAS columns from the input file to this template.

Best,

Mabel

[braveraj]

Hi Mabel

Couple of questions for you. Do all of the input data have standardized field names and start on the same row, or can it vary? Like if a spreadsheet has headers and the data starts on row 5 versus another template starts on row 1.

He's a sample workflow I think may solve your issue.

[mabellebautista]

Hello,

It will depends on the template.  Here is an example of the input data:

Report ID

Template

Client #

Client Name

Date

Class 2

Class 1

Error

Status

Inquiry

Customer Service assigned

notes

department ID

Product

Description

1

SAS

234

DOE

4/12/2022

1

0

N/A

In progress

error type

Jane

error

564

cloud

cloud product

SAS Template would be 

Report ID	Client #	Date	Status	Inquiry
1	234	4/12/2022	In progress	error type

and the columns will vary depending of the template.

[braveraj · Accepted solution]

Hi Mabel

Give this workflow a shot. To get this to work you'll want to put your field names for the templates as rows. Its a little more complicated than my original reply but hopefully this addresses your issue.

Adam