How to create records using Import function to create Task Record.
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09-19-2024 11:18 AM - edited 09-19-2024 11:22 AM
Hi everyone,
Just want to ask, is there a way to populate the catalog item form/record using import function that will also automatically create a task record?
We have a requirement that the users will need to import 50+ records in ServiceNow then it will automatically create a record and populate the fields of a catalog item based on the import file field values. Once the data is imported, it will automatically create a task record for each of the imported data to track the progress of the records.
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09-20-2024 05:49 AM
Then you can use cartAPI logic
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09-19-2024 01:02 PM
Hi @ervinpaul,
So that requester users can import a spreadsheet and this spreadsheet is converted into records, you can:
1. Create a catalog item
2. Create a variable for the requester to import the spreadsheet
3. Create logic to transform spreadsheet rows into rows of a Multi Variable Row
4. Create an automation using Flow Designer to transform each line of the Multi Variable Row into a task
To extract data from Excel, see this documentation: GlideExcelParser - Scoped, Global.
Use case from someone who has done this: How to populate data in Multirow Variable Set from Excel?
If my answer helped you in any way, please mark it as correct/helpful 🙂
Regards,
Isaac Vicentini.
MVP 2025 ✨
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09-20-2024 05:36 AM
Hi Isaac,
Will definitely try this one.
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10-11-2024 06:33 AM - edited 10-11-2024 06:33 AM
Hi @ervinpaul!
Let me know if it worked and which way you took (:
If the initial solution helped you in any way, mark it as helpful, thanks!
MVP 2025 ✨
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11-25-2024 07:47 PM
Isaac,
Thanks for sharing this info , it aligns exactly with a POC i'm producing currently.
Will update here after achieving an MVC to share !
Best,
Pat