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I created a different entity where I am uploading 2 excel files. From these 2 files I want to update some fields in my Account Entity. I upload these 2 files twice a year. I was thinking doing a workflow but is not working. Any ideas?
The unique identifier will be the account code and each account has an account code. Each line in the excel document will update one account ..
Example
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Where does the Invalid Argument show. Don't see it in your screenshot
I do have a reference the "account code" but when I am trying to create the workflow I get this error "Invalid argument"
Where do you upload this excel file? You mean you attached this excel or what?
So basically my idea to solve your problem:
1. Make a plugin that will trigger if you attached the excel.
2. Read the excel file.
3. Update the contact based on the excel you read.
Then you need to write a custom code (plugin/ workflow) on create of your other entity. Within the custom code, you need to first retrieve the account based on the account number field and then update that account.
It’s not my guid, it’s just an account number that happens to be a field in my account entity. In this other entity I am importing a csv file with the sales (year to date) related to the accounts (using the account number as the relationship to the account entity)
Is the account code field a numeric field or is it the Guid of the account record (accountId)?
If it's a Guid, then the workflow logic should work for you.
If it's a numerical value you will probably have to use an Action or Custom Workflow Activity.
Hope this helps.
Hi,
If you have an account reference (lookup field on those 2 entities) then you can trigger a workflow on create/update of those 2 entities and then update the account reference with the relevant fields.
If you do not have account reference on those 2 entities then you need write some custom code to first retrieve the account and then update the details.
Hope this helps.
Hi Atapia,
As I understood, you need to update your account data from excel, am I right?
If yes, you need develop custom workflow or plugin code and read excel file from your entity and update each account data with using excel data.
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