Extract values from attachments and create records in Custom table
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07-27-2020 09:42 AM
Hi All,
We have an requirement from our team to create records in custom table. Vendors would like to create tickets in SNOW who do not have access to the portal, hence we proposed creation of records through email. However they would like to attachments as well.
They would like to submit the all the fields of the form in the excel which needs to be extracted and created a record in custom table. Could you please provide any suggestions on how to extract the values in the excel and create records in custom tables with appropriate field values.
Eg: Custom Table Name - Legal Documents
Fields- Name, Customer, Location, Area etc.
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07-27-2020 09:50 AM
Probably what you can do is
1) Crreate a Inbound Email ACtion
---By Using Excel Parser API , you can extract the value from the excel
--then map the same in the custom table.....
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07-27-2020 09:52 AM
Hi,
Couple of approaches
1) Inbound email action + Data Source (Transform Map, field map)
You can have inbound email action for this which would copy the attachment to a data source already created.
You will have to write the transform map, field maps etc prior to this.
Once the attachment is added on the data source you can trigger the transform map from script
Sharing one blog for help which can get you started:
Data load and transform via Catalog Item
2) Parse the excel or CSV and read the records 1 by 1 and create in target table
Sharing links for excel and csv parser
https://finite-partners.com/using-glideexcelparser-for-bulk-ordering-of-assets/
Regards
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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12-22-2021 11:45 PM
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07-27-2020 01:43 PM
Thank you Ankur and Rahul, I will try the solution provided and will reach out to you if I need some help. Thanks once again.