Creating bulk record using excel ui action
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09-30-2024 04:48 AM
Hi,
I want to create a UI action in the workspace and when the user clicks on that he should be able to attach an excel and based on the excel new records should be created in the incident table. The user do not have admin or any special roles and has only basic roles so is this feasible to do ? Also is there a code for the UI action available?
Regards,
Mharshi Chatterjee

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09-30-2024 10:40 AM
Hey @MaharshiC
What I have seen done in the past is rather than using a UI Action for this, create a Record Producer that points to the Data Source table that has User Criteria so that only certain people can see this item in the catalog. Then in the record producer, just capture the attachment and any other info you might want. Lastly, since the record producer points to the Data Source table, you will have the attachments attached, you will just need to set all the other fields like the import set table (re-use the same table name over and over) and then use a script to transform the data source; since you re-use the table name, the transform map you would have created will automatically associate.
Here is a helpful post for creating the data source from you RP script: https://www.servicenow.com/community/developer-forum/create-data-source-using-script/m-p/1351968
Here is how you can kick-off the transform from your RP script once the data source is created:
Hope this helps!
~Nick