Activities for integrating cases with Excel documents
To integrate case data with external resources, call the pxParseExcelFile and pxGenerateExcelFile activities that Pega Platform provides. By calling these activities, you can import and export case data by using Excel files.
For example, if a customer in a bank loan dispute provides income information in an Excel file, you can use the pxParseExcelFile activity to read the file and integrate the data into the case processing.The pxParseExcelFile activity
The following table lists the features that Pega Platform supports when parsing Excel files with the pxParseExcelFile activity:| Feature | Name | Supported in Pega Platform 8.1 | Supported in Pega Platform 8.2 and later | Description |
| Supported file format | .xlsx | Yes | Yes | N/A |
| Row-level parsing | Yes | Yes | The application parses an uploaded file row by row and replaces every cell value with a corresponding value from the clipboard. | |
| Sheet-specific parsing | Yes | Yes | The application parses specific sheets within an Excel file after you parse the required sheet names as a comma-separated parameter. Otherwise, the application parses all of the sheets. | |
| Supported Excel cell types | String | Yes | Yes | N/A |
| Numeric | Yes | Yes | N/A | |
| Boolean | Yes | Yes | N/A | |
| Formula | No | Yes | N/A | |
| Date | No | Yes | N/A | |
| Supported clipboard data types | String | Yes | Yes | N/A |
| Integer | Yes | Yes | N/A | |
| Double | Yes | Yes | N/A | |
| Date | Yes | Yes | N/A | |
| Boolean | Yes | Yes | N/A | |
| Properties from any clipboard page, such as a report definition or data page | Page | Yes | Yes | Pega Platform supports only single-level page lists, for example in the following format: {.pxResuls().value input} , {.description input} |
| PageList | Yes | Yes | ||
| Styles | Font, cell, color | No | No | The application ignores cell styling and cell content styling while parsing data to the clipboard. |
The following table lists the parameters that Pega Platform supports when parsing Excel files with the pxParseExcelFile activity:
| Parameter | Supported in Pega Platform 8.1 | Supported in Pega Platform 8.2 and later | Description |
| FSFileName | Yes | Yes | The name of the file to parse. |
| TemplateRFB | Yes | Yes | Template details in the Fileformat!Filename!xlsx format. |
| sheetsToParse | Yes | Yes | Sheet names stored as comma-separated values. If the parameter is empty, the application skips validation and parses all of the sheets. |
| sheetWiseData | Yes | Yes | When checked, the application organizes parsed data sheetwise by using the pySheets(sheet name) page group. |
| hasHeader | Yes | Yes | The application returns a list of template sheets with a header that has two rows – a header and a property information row, and a list of templates that have headers but no property information row. |
| bDeleteFile | Yes | Yes | When the value is true, the application deletes the file after parsing. |
| outputPageName | Yes | Yes | When you define this parameter, the application saves all the error, warning, and information messages on this page. When you leave the parameter blank, the application saves the messages on the primary page. |
The pxGenerateExcelFile activity
The following table lists features that Pega Platform supports when generating Excel files with the pxGenerateExcelFile activity:| Feature | Name | Supported in Pega Platform 8.1 | Supported in Pega Platform 8.2 and later | Description |
| Supported file format | .xlsx | Yes | Yes | N/A |
| Column-level generation | Yes | Yes | The application generates a file column by column, supporting both homogenous and non-homogenous types of data, for example, columns with an unequal numbers of rows. | |
| Supported template type | Rule File Binary (RFB) | Yes | Yes | Template sheets with a header need to have two rows – a header and a property information row. Template sheets without a header row still need to have a property information row. |
| Supported Excel cell types | String | Yes | Yes | |
| Numeric | Yes | Yes | ||
| Boolean | Yes | Yes | ||
| Formula | No | Yes | ||
| Date | No | Yes | ||
| Hyperlink | No | Yes | Sample cell value: {.pxResults().linkToSheet
HYPERLINK} where
linkToSheet is a text
value in the following format:
".myLabelPropery||.myURLProperty"hyperLinkType is one of the
values: EMAIL, URL, SHEET or <empty>. For example: ".pyID|URL|.pyURLContent" | |
| Supported clipboard data pages | Text | Yes | Yes | |
| Decimal | Yes | Yes | ||
| Double | Yes | Yes | ||
| Integer | Yes | Yes | ||
| Date | Yes | Yes | ||
| TimeOfDay | Yes | Yes | ||
| DateTime | Yes | Yes | ||
| TrueFalse | Yes | Yes | ||
| Properties from any clipboard page | Page | Yes | Yes | Pega Platform supports only single-level page lists, for example in the following format: {.pxResuls().value input} , {.description input} |
| PageList | Yes | Yes | ||
| Styles | Font, cell, color | Yes | Yes | Styling is not applied in all cases. If a single-cell style is defined, it will be applied, but styles for multiple cells are not retained. In the latter case, the application ignores the template styling and does not apply it to relevant cells or their content in the generated files. |
The following table lists parameters that Pega Platform supports when generating Excel files with the pxGenerateExcelFile activity:
| Parameter | Supported in Pega Platform versions 8.1 to 8.3 | Supported in Pega Platform 8.4 and later | Description |
| FSFileName | Yes | Yes | The name of the file to download. |
| TemplateRFB | Yes | Yes | Template details in the Fileformat!Filename!xlsx format. |
| DownloadFile | Yes | Yes | If the value is true, the application downloads the generated file. |
| DeleteFileAfterDownload | Yes | Yes | If the value is true, the server deletes the generated file after the application downloads the file. |
| evaluateFormulasLater | No | Yes | If the value is true, advanced formulas defined in the template evaluate after you download and open the generated Excel file. Otherwise, the server evaluates the formulas in the template by using the Apache POI library (subject to support by the library). |
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