Template (External Request Scenario) H

Template (External Request Scenario)  V

Use this page to:

To access this page:

  1. Click dspCompose > Team on the *Navigation *pane.
  2. Click Templates for a team.
  3. Click the Vertical View icon for a template.
  4. Click the Configuration tab.
  5. Click the External Request Scenarios icon.

Template (External Request Scenario) V

Template (External Request Scenario) H

This page has the following tabs:

General tab

Use this tab to:

 

Advanced tab

Use this tab to:Create an External Request Scenario for an Excel-initiated Request.

Field

Description

Excel Definition

Excel Allowed

If enabled, this external request scenario is configured to create a request and accept an Excel file attached to an email from a designated contact. The Excel file provides data for the first Data Entry role in the workflow. In this case, not only will the request be created, but the worksheet data from the Excel file will be inserted into the table used by the first Data Entry role (after certain conditions are met).

This check box cannot be disabled if:

  • The template has been activated, even if the template is in Developer mode
  • The template has not yet been activated, but an Excel file has been added to the external request scenario.

The check box can be disabled if the template has not yet been activated, an Excel file has been added to the external request scenario, but the user clears data from all fields on the Template (External Request Scenario) page’s Vertical View on the Advanced tab.

Finish First Role

If enabled, the Data Entry role with the lowest priority is to be finished once the data from the spreadsheet has passed validations and been written to the Data Entry table.

In this case, the request moves to the next role in the workflow, either the next Data role or a Review role, and a user assigned to this next role receives a workflow message that the role is ready. The FINISHED BY column on the Request (Roles) page displays the email of the user who submitted the Excel file. The FINISHED ON column displays the date the email was received.

If the Finish First Role check box is disabled, the Data Entry role with the lowest priority receives a workflow message that the role is ready after the data from the Excel file has passed validations and been written to the Data Entry table.

Sheet Name

Displays the name of the worksheet in the sample Excel file. A version of this worksheet with Request-ready data will be mailed to the external data email account to create requests for this template.

NOTE: This name is case sensitive.

Staging Data Source ID

Displays the name of the data source where the staging table will be created and stored.The dspCompose_Data data source is the recommended selection.

Staging Table Name

Displays the name of the table that will be used to import Excel attachment spreadsheet data.

The name can be automatically generated by dspCompose™ in the format st[Template name][Subject Alias]ExcelStaging when the Sample Sheet is uploaded.

Upload Sample Sheet

Click to upload the sample Excel file.

The file must be in a specified format.

  • The first row contains the column names of the table that will be created for the lowest priority Data Entry role for the request.
  • The second row is ignored, and could contain column descriptions to assist users when entering data.
  • The third row is the first data record imported into the staging table.

NOTE: The only files that can be uploaded are Excel files (with an .xls or .xlsx extension).

Build Staging Area

Click to create the staging table in the data source identified in the Staging Data Source ID field with the name in the Staging Table Name field.

Map Sheet Columns

Click to open the Template (External Request Scenario Column) page to map columns from the sample sheet to columns in the template.

NOTE: The Map Sheet Columns icon is only active once the following two criteria are met:

NOTE: The count on this icon represents the number of columns that have been mapped from the Excel file to the staging table.

Refer to Map Columns from the Template to Columns from the Excel Filefor more information.

External Request Create Rules

Click to open the Template (Event Rule) page to add, edit and delete rules. Refer to Create Custom Rules for Excel-initiated Requests for more information.

NOTE: The count on this icon represents the number of rules that have been added to the external request scenario. These rules run on data in the staging table before it is moved to the data entry table.

Clear Staging Area

Click to clear the staging area, allowing the staging table to be rebuilt if the sample sheet must be uploaded after the initial upload.