What's the User Flow
Last updated
Last updated
2 Step approach to Import data from external excel files into remote tables -
Step1. Define - Create Remote Tables Structure
Create Files connection, using Connection file schema updated with the excel file details
Once updated, system creates remote data tables structure
Step2 Execute - Upload Files into Remote Table
Upload the excel files (single/multiple) from process flow & execute the task
Remote tables are updated with data from the excel files
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To explain the User flow further, with detailed Steps by user persona, refer to the flow chart below
Create Remote Tables, below steps to define the file connection, update the schema & create tasks for the user to upload the files
Upload files to Remote Tables, below steps to execute the task, upload the excel files & run the step to Import the data into the remote tables