This is a workflow for adding and updating customer master data.
The master data held on ExcelOnline is automatically updated, and a history of additions and updates to the master is kept.
Requests can be made even if the requester does not have ExcelOnline editing privileges.
Worker (#of Swimlane: 1)
Operator
Person in charge of adding/updating customer master data.
Business Flow (Complexity of Workflow: 30)
11-1. Addition
The representative enters the details of the customer data they wish to add.
32-1. Update
The representative enters the details of the customer data they wish to update.
42-2. Update Confirmation
The person in charge will confirm the customer data they wish to update before updating it to the master data.
23Add Row
The workflow platform adds the specified customer data to the last line.
9Get Line
The workflow platform retrieves the current customer data from the specified row.
8Line Identification
The workflow infrastructure identifies the data row for the specified customer ID.
19Line Identification
The workflow platform searches to see if data for the specified customer ID already exists.
10Row Update
The workflow platform updates the specified customer data.
24Set Title
25Set Title
Business Process Variables (#of Data Item: 20)
Userq_user0*
Stores the person in charge of adding/updating customer master data.
${processInstance.initQuserId}
Processing Dateq_date1*
Stores the processing date of customer master addition/update.
processInstanceStartDatetime
Reason for Addition/Updateq_reason8*
Stores the reason for adding/updating customer master data.
▼ Customer Data (add/update)16
Customer IDq_customerId2*
Stores the customer ID of the data to be added/updated.
Customer Nameq_customerName3*
Stores the customer name of the data to be added/updated.
Customer Departmentq_customerAdminDepartment4*
The department of the person in charge on the customer side of the data to be added or updated is stored.
Customer Contact Nameq_customerAdminName5*
Stores the name of the person in charge on the customer side of the data to be added/updated.
Customer Email Addressq_customerAdminEmail6*
Stores the email address of the person in charge on the customer side of the data to be added or updated.
Customer Telephone Numberq_customerAdminTel7
Stores the telephone number of the customer's person in charge of the data to be added or updated.
▼ Customer Data (before update)17
Identified Lineq_rowNumber10
Stores the line number in the customer master data identified from the customer ID.
Customer Name (before update)q_customerNameBefore11
Stores the customer name of the pre-update data.
Customer Department (before update)q_customerAdminDepartmentBefore12
Stores the department in charge on the customer side of the pre-update data.
Customer Contact Name (before update)q_customerAdminNameBefore13
Stores the name of the customer's person in charge of the pre-update data.
This archive contains the BPMN icons that are not available in the Basic edition.
Notes
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”.
HTTP authentication settings are required to access Excel Online files. For details, please refer to the Notes on this page.
