Create a file import workflow process once you configure a Staging Table, Data Import Definition, and the necessary maps.
The configured file import can only be executed from a Workflow task. The File Import task imports either an Excel or CSV file into the staging table and can also load it into the data model if required.
To configure a Workflow Process with a File Import task:
- Create a new Process in the Explorer.
- Open the workflow toolbox in the Workflow editor, and drag the File Import task into the workspace.
- Right-click the task to configure the File Import task.
- Select Edit from the context menu.
- Enter values in these columns:
| Parameter | Value |
| Name | Specify a meaningful name for the task. This name is visible on the Workflow Task List that Contributors, Supervisors, and Owners see. For example, if this Workflow is a process around the monthly Trial Balance data load, name the task as Trial Balance upload. |
| Owner | Specify an owner for the task. Use the dropdown list provided to mitigate typing errors. |
| Supervisor | Specify one or more supervisors for the task. Use the dropdown list provided to mitigate typing errors. |
| Contributors | Specify one or more Contributors for the task. Contributors are the user or users who perform the file import. Use the dropdown list provided to mitigate typing errors. |
| Import Definition | Select the Data Import Definition from the dropdown list. |
| Transform and Load to Data Model | The checkbox indicates that the data should be loaded from the Staging Table to the Data Model. If left unselected, the data only loads into the Staging Table. |
| Due Date | It can be set relative to a process, a task, or a date. Select one of these values:
|
| Advance Rule | Specifies how to advance to this task. It defaults to when any predecessor completes. |
