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
Solved! Go to Solution.
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.
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.