Abonnieren

UiPath Orchestrator

Die UiPath-Orchestrator-Anleitung

Bulk uploading queue items using a CSV file

This feature enables you to bulk upload queue items into a specific queue in Orchestrator using a CSV file. To do that, first upload your file into your Orchestrator instance for a specific queue. After the file is successfully processed, the contained items are uploaded into the queue according to the selected strategy. Please note that the file must be populated beforehand using predefined formats so that the upload operation is successful.

There is a series of predefined column headers that you can use when building your CSV file, but you can also use other custom headers. After successfully uploading the CSV file, information contained in columns with predefined headers is mapped to columns as found in Orchestrator. Information contained in columns with custom headers is placed under the Specific Data section of the corresponding item in Orchestrator. See detailed information about column mapping here and an example here.

📘

Hinweis

Das Hochladen ist auf 15.000 Elemente pro Datei begrenzt. Sie können den Grenzwert mithilfe der Upload.Queues.MaxNumberOfItems-App-Einstellung verringern.

Column mapping


File Column HeaderOrchestrator Field
Reference
Mandatory for unique reference queues.
It supports all special characters, except double quotes - ".
Reference
Note: References are not compatible with v2016.2 or lower versions of Orchestrator or Robot.
Deadline
Must be populated with a date in one of the following formats:
YYYY-MM-DD
YYYY/MM/DD
YYYY MM DD
YYYY-MM-DD HH:mm
YYYY/MM/DD HH:mm
YYYY MM DD HH:mm
YYYY-MM-DD HH:mm:ss
YYYY/MM/DD HH:mm:ss
YYYY MM DD HH:mm:ss
Deadline
Postpone
Must be populated with a date in one of the following formats:
YYYY-MM-DD
YYYY/MM/DD
YYYY MM DD
YYYY-MM-DD HH:mm
YYYY/MM/DD HH:mm
YYYY MM DD HH:mm
YYYY-MM-DD HH:mm:ss
YYYY/MM/DD HH:mm:ss
YYYY MM DD HH:mm:ss
Postpone
Priority
Must be populated with one of the following values:
Low or 1
Normal or 2
High or 3
If the priority is not specified in the file, the items are uploaded with a high priority, by default.
Priority
Mapped to the following values, respectively:
Low
Normal
High
[Custom_Name]
The name can only be made of alphanumeric characters: 0-9, a-z, or underscores.
Specific Data
Mapped in JSON format.
For example:
On-Us Check: 5540

Please note that you cannot have empty column headers in your file. More details about field descriptions are available here.

📘

Wichtig!

The predefined column headers are case sensitive, please make sure to follow the mapping rules above. A column in your CSV named reference is mapped to the Specific Data section, instead of the Reference column.

Upload strategies


Es gibt zwei Strategien zur Durchführung der Hochladeoperation:

  • ProcessAllIndependently - processes all items individually and adds them to the queue, if successful. If not, it returns a list of those whose processing failed. You have the option to download the list into a CSV file populated with the same fields as in the initially uploaded file.
  • AllOrNothing – Fügt die Elemente nur dann hinzu, wenn alle von ihnen erfolgreich bearbeitet wurden. Andernfalls wird keines hinzugefügt.

Dynamische Eingabe


When uploading queue items to queues with schema definitions there are times when you need Orchestrator to interpret String characters as Integers or Booleans in order to match the schema definition.
Dynamic typing is an option that allows you to control how Orchestrator parses string value inside of .csv files used to upload queue items.

Numeric data must conform to the definition of a decimal literal. Numerical values greater than 253 or less than -253 are not converted to Integer to preserve precision. Make sure to use the dot as a decimal separator and the comma as a thousand separator.

Uploading queue items using a CSV file


This section concerns adding items to a queue using a CSV file from Orchestrator. For details on how to add items through automation projects aka workflow design in Studio, see Managing queues in Studio.

  1. In the Queues page, click the corresponding More Actions button for the desired queue, and then Upload Items. The Upload Items window is displayed.
655655
  1. Click Browse and select the desired CSV file.
  2. Click Open. If your file is compliant with the supported formatting rules, the upload operation is successful.
  3. Select the upload strategy:
    • Process all independently - processes all items individually and adds them to the queue, if successful. If not, it returns a list of those whose processing failed. You have the option to download the list into a CSV file populated with the same fields as in the initially uploaded file
    • All or nothing - adds the items only if all of them are successfully processed. Otherwise, none are added.
  4. Select the Dynamic typing checkbox if you want Orchestrator to interpret string characters in the CSV files as integer or boolean. This is recommended when uploading queue items to queues with schema definitions when it's required to match the schema definition. Read more about dynamic typing. Leave it unselected, if you want strings to be interpreted as strings.
638638
  1. Klicken Sie auf Hochladen. Die Elemente werden gemäß der zuvor ausgewählten Strategie zu Ihrer Warteschlange hinzugefügt.
  2. If you used the Process All Independently option and there are unprocessed items, the Upload button becomes Download and enables you to download a CSV file containing the unprocessed items.

Beispiel


Let's say you upload into a queue the content of the following CSV file. An easy way to create such a file is to populate the data into an excel file and save it as a CSV file:  

16051605

Or you can download a CSVfile with all the pre-filled column headers and customize it to your needs.

Notice that this file contains 3 predefined columns, having the same name as in Orchestrator (Reference, Deadline, and Priority, highlighted in green) and 2 custom columns (Customer and Color, highlighted in red).

533533
  1. Click Upload Items for the desired queue, and select the CSV file. Orchestrator parses the file to confirm it meets formatting rules.
  2. Wählen Sie die gewünschte Hochladestrategie aus und klicken Sie auf Hochladen, um den Vorgang abzuschließen.
  3. Wählen Sie Weitere Aktionen > Transaktionen anzeigen, um die hochgeladenen Warteschlangenelemente anzuzeigen.

Auf der Seite Transaktionen werden alle Elemente angezeigt, die aus Ihrer Datei hochgeladen wurden. Die in den vordefinierten Spalten der Datei enthaltenen Informationen werden den Spalten mit dem gleichen Namen im Orchestrator zugeordnet (Referenz, Frist und Priorität, mit grüner Hervorhebung):

12511251

Die Informationen in den benutzerdefinierten Spalten werden im JSON-Format dem Abschnitt Spezifische Daten jedes Elements zugeordnet. Klicken Sie auf Details anzeigen für das gewünschte Element, um es anzuzeigen:

898898

Vor etwa einem Monat aktualisiert


Bulk uploading queue items using a CSV file


Auf API-Referenzseiten sind Änderungsvorschläge beschränkt

Sie können nur Änderungen an dem Textkörperinhalt von Markdown, aber nicht an der API-Spezifikation vorschlagen.