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

Srilatha Vadlam
Tera Contributor

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

11 REPLIES 11

jonsan09
Tera Sage

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.

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

Regards
Srilatha.

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. 

 

Screenshot 2026-04-09 083804.pngScreenshot 2026-04-09 083404.png

Hi @jonsan09 ,

can we connect for a call?. this is my mail id: srilathavadlamudi37@gmail.com

Hi@jonsan,

could you guide me for the above requirement it is little bit important  to me