The Convert Spreadsheet to CSV action converts existing Excel documents in active Record to CSV format


Options


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


    • Other Documents - Check this ON to convert ALL documents that match the Cat/SubCat/Name or OFF to convert the first one that matches. This only happens if there is no Active Document or the Active Document is not checked on.


    • Replace Documents - Check this ON to replace the document(s) that are converted. Check this OFF to add new Documents instead of replacing.


    • Find Documents - Specify the Category / SubCategory / Name of the Documents to convert. The Documents in the active Record are queried and the Documents matching these values are merged together. 


    • Save Documents - Specify the Category / SubCategory / Name of where to save the resulting converted Documents. The Documents are saved there in the active Record.



All Category, SubCategory and Name fields can contain static values or variables.