The Add Data to CSV action allows you to create or add to a CSV file


Options


    • CSV Fields - You then need to specify all the fields/columns to write out to the CSV. 


      • Column Header - The header value at the top of the CSV. 


      • Data Value - The value to place into that column in the CSV.



    • Add Header Row - Whether or not to add a header to the CSV. This will ONLY take affect if there is no CSV data in the Document already. If the Document exists then this is ignored.


    • CSV Destination - You can choose to write the CSV data directly to a Document or to a temporary variable. Using a TEMP variable is much more efficient so do that whenever you can. If you write to TEMP then you will need to then use the Create Text Document action to save the contents of that variable to a Document.


    • Temp Variable Name - If you are writing to a TEMP variable then you need to specify the name of the variable here. 


    • Record ID - The ID of the Record to add CSV document to. If empty then the active Record will be used.


    • Document ID - The ID of the Document to add CSV data to. If empty then the CSV Document properties below are used.


    • Use Active Document - Check this ON to add CSV Data to the active document. This will ONLY work if the workflow is acting on a routed Document and not a Record.


    • CSV Document - Specify the Category / SubCategory / Name of the Documents that holds the CSV data. The Document is found in the active Record. If it does not exist it will be created. Otherwise it will be added to.



All fields can contain static values or variables.