Idea Details

Abilty to import Excel data and auto-create new transactions

Last activity 3 days ago
Janelle Sullivan's profile image
By: Janelle Sullivan
06-23-2022 16:07

Create utiilty to enable import of an excel (*.csv) formatted spreadsheet from Processor workspace. UX screen will need to enable mapping of columns to Chorus BPM data fields with options to include/exclude column. Need to include a preview that states what will happen (i.e. 27 new UNIT - WRKT transactions will be created with the following data fields ACCT, SSNO, AMT, etc.) Each row will create new transaction (Case or Transaction) in Chorus BPM and they will execute the related process flow.  This utility will enable sunset of some RIP feeds and enable rapid ingestion of data into the system that is currently locked in Excel spreadsheets.

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