In a catalog item, the user attaches an Excel file and submits the request. Using Flow Designer

[Srilatha Vadlam]

In a catalog item, the user attaches an Excel file and submits the request. Using Flow Designer,
1. it should read the Excel data line by line
2.loop through each row using a script, in the flow designer and
3.then use GlideRecord on the u_data_source table to update existing records or create new records if they do not exist.
for this requriment via flow designer suggest the solution

[jonsan09]

I had a similar use case for updating/inserting records based on an attached spreadsheet. The route I took was setting up a Data Source with a Transform Map. When a request with an attachment was submitted, a Flow would run to copy the attachment to the Data Source, removing the existing file and validating the new one. Then, the Flow would trigger the Scheduled Import.

[Srilatha Vadlam]

Hi @jonsan09 ,
can you explain me step by step for my requriment so I can work from my end.

Regards
Srilatha.

[jonsan09]

Here is a portion of a similar process within flow designer. You might have to build custom actions for running scheduled import (check out this youtube vid by Robert Fedoruk on how to set that up.) The below flow utilizes multiple data sources, as my use case was geared towards updating/creating both CIs and Assets at the same time. 

[Syed14]

First, you should add some dummy excel to catalog item for reference like you can show a line on catalog item 'Download template for excel here'. so that all the users use the same template.

Secondly, you have two options, you can do it using script, if you are using flow designer you can create a custom script action. Parse the excel and insert or update the data in table directly using GlideRecord.

Other way is, you can use transform map, every time you have to attach new excel, run transform map and then delete the excel from data source. It will all be done using flow designer actions.

[Srilatha Vadlam]

Hi  ,
I choose 2 option can you help in how we can write script it in flow designer to achieve it.
Regards
Srilatha.