master-data-management-20220624-ja 20220624<\/div>
This is a workflow for adding and updating customer master data.\nThe master data held on ExcelOnline is automatically updated, and a history of additions and updates to the master is kept.\nRequests can be made even if the requester does not have ExcelOnline editing privileges.<\/div><\/div>\n\n\n
<\/span>Worker (#of Swimlane: 1)<\/div>
\n\n\n\n
- <\/i><\/span><\/span> Operator<\/strong>
- Person in charge of adding\/updating customer master data.<\/li><\/ul><\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<\/span>Business Flow (Complexity of Workflow: 30)<\/div>\n\n\n\n
- 1-1. Addition<\/strong>
- The representative enters the details of the customer data they wish to add.<\/li><\/ul><\/li>\n
- 2-1. Update<\/strong>
- The representative enters the details of the customer data they wish to update.<\/li><\/ul><\/li>\n
- 2-2. Update Confirmation<\/strong>
- The person in charge will confirm the customer data they wish to update before updating it to the master data.<\/li><\/ul><\/li>\n
- <\/i>23<\/span><\/span><\/span> Add Row<\/strong>
- The workflow platform adds the specified customer data to the last line.<\/li><\/ul><\/li>\n
- Get Line<\/strong>
- The workflow platform retrieves the current customer data from the specified row.<\/li><\/ul><\/li>\n
- Line Identification<\/strong>
- The workflow infrastructure identifies the data row for the specified customer ID.<\/li><\/ul><\/li>\n
- Line Identification<\/strong>
- The workflow platform searches to see if data for the specified customer ID already exists.<\/li><\/ul><\/li>\n
- Row Update<\/strong>
- The workflow platform updates the specified customer data.<\/li><\/ul><\/li>\n
- <\/i>24<\/span><\/span><\/span> Set Title<\/strong> <\/li>\n
- Set Title<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business Process Variables (#of Data Item: 20)<\/div>\n\n\n\n- <\/i><\/span> User<\/strong> q_user<\/span>
0<\/code> *<\/span>- Stores the person in charge of adding\/updating customer master data.<\/li><\/ul>
- ${processInstance.initQuserId}<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Processing Date<\/strong> q_date<\/span>
1<\/code> *<\/span>- Stores the processing date of customer master addition\/update.<\/li><\/ul>
- processInstanceStartDatetime<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Reason for Addition\/Update<\/strong> q_reason<\/span>
8<\/code> *<\/span>- Stores the reason for adding\/updating customer master data.<\/li><\/ul><\/li>\n
- <\/i><\/span> \u25bc Customer Data (add\/update)<\/strong> <\/span>
16<\/code> <\/li>\n- <\/i><\/span> Customer ID<\/strong> q_customerId<\/span>
2<\/code> *<\/span>- Stores the customer ID of the data to be added\/updated.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Name<\/strong> q_customerName<\/span>
3<\/code> *<\/span>- Stores the customer name of the data to be added\/updated.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Department<\/strong> q_customerAdminDepartment<\/span>
4<\/code> *<\/span>- The department of the person in charge on the customer side of the data to be added or updated is stored.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Contact Name<\/strong> q_customerAdminName<\/span>
5<\/code> *<\/span>- Stores the name of the person in charge on the customer side of the data to be added\/updated.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Email Address<\/strong> q_customerAdminEmail<\/span>
6<\/code> *<\/span>- Stores the email address of the person in charge on the customer side of the data to be added or updated.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Telephone Number<\/strong> q_customerAdminTel<\/span>
7<\/code>- Stores the telephone number of the customer's person in charge of the data to be added or updated.<\/li><\/ul><\/li>\n
- <\/i><\/span> \u25bc Customer Data (before update)<\/strong> <\/span>
17<\/code> <\/li>\n- <\/i><\/span> Identified Line<\/strong> q_rowNumber<\/span>
10<\/code>- Stores the line number in the customer master data identified from the customer ID.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Name (before update)<\/strong> q_customerNameBefore<\/span>
11<\/code>- Stores the customer name of the pre-update data.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Department (before update)<\/strong> q_customerAdminDepartmentBefore<\/span>
12<\/code>- Stores the department in charge on the customer side of the pre-update data.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Contact Name (before update)<\/strong> q_customerAdminNameBefore<\/span>
13<\/code>- Stores the name of the customer's person in charge of the pre-update data.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Email Address (before update)<\/strong> q_customerAdminEmailBefore<\/span>
14<\/code>- Stores the email address of the person in charge on the customer side of the data before update.<\/li><\/ul><\/li>\n
- <\/i><\/span> Customer Telephone Number (before update)<\/strong> q_customerAdminTelBefore<\/span>
15<\/code>- Stores the telephone number of the customer's contact person in the pre-update data.<\/li><\/ul><\/li>\n
- <\/i><\/span> Memo<\/strong> q_memo<\/span>
9<\/code> <\/li>\n- <\/i><\/span> Target Master File URL<\/strong> q_URL<\/span>
18<\/code>- https:\/\/XXXXX.sharepoint.com\/:x:\/r\/personal\/XXXXX\/_layouts\/15\/Doc.aspx?sourcedoc=XXXXX&XXXXX<\/a><\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Target Master File Sheet Name<\/strong> q_sheetName<\/span>
19<\/code>- Stores the sheet name of the customer master file.<\/li><\/ul>
- Sheet1<\/span><\/li><\/ul><\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n
<\/i> Field Name<\/span>,
num<\/code>, Initial Value<\/span><\/p>\n\n\n\n<\/i> Download<\/h3>\n\n\n\n
- master-data-management-20220624-en.qar<\/a>\n
- master-data-management-20220624-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li><\/ul>\n<\/li><\/ul>\n\n\n\n
<\/i> This archive contains the BPMN icons that are not available in the Basic edition.<\/p>\n\n\n
<\/div>\n\n\n\n<\/i> Notes<\/h3>\n\n\n\n
- \n
- Set the URL and sheet name of the target Excel Online file as the initial values for the process data items “Target Master File URL” and “Target Master File Sheet Name”.<\/li>\n\n\n\n
- HTTP authentication settings are required to access Excel Online files. For details, please refer to the Notes on this page<\/a>.<\/li>\n<\/ul>\n\n\n\n
<\/i> Capture<\/h3>\n\n\n\n
![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/03\/master-data-management-20220624-capture2-en.jpg?ssl=1\")
<\/figure>\n\n\n\n![\"\"](\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/03\/master-data-management-20220624-capture-en-2.png?ssl=1\")
<\/figure>\n\n\n\n<\/i> See also<\/h3>\n\n\n\n
- master-data-management-20220624-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li><\/ul>\n<\/li><\/ul>\n\n\n\n
- master-data-management-20220624-en.qar<\/a>\n
- Sheet1<\/span><\/li><\/ul><\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n
- <\/i><\/span> Target Master File Sheet Name<\/strong> q_sheetName<\/span>
- <\/i><\/span> Target Master File URL<\/strong> q_URL<\/span>
- <\/i><\/span> Identified Line<\/strong> q_rowNumber<\/span>
- <\/i><\/span> Customer ID<\/strong> q_customerId<\/span>
- <\/i><\/span> Reason for Addition\/Update<\/strong> q_reason<\/span>
- processInstanceStartDatetime<\/span><\/li><\/ul><\/li>\n
- <\/i><\/span> Processing Date<\/strong> q_date<\/span>
- ${processInstance.initQuserId}<\/span><\/li><\/ul><\/li>\n
- Stores the person in charge of adding\/updating customer master data.<\/li><\/ul>
- Set Title<\/strong> <\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
- 1-1. Addition<\/strong>
- Person in charge of adding\/updating customer master data.<\/li><\/ul><\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n