Managing Workflows Using CSV Files
Manage workflow data using CSV files.
The following data can be managed using CSV files:
- Category
- Category names
- Access Permissions
- Operational Administrative Privileges
- Proxy Applicant
- Proxy Approver
Importing Data from a CSV File
Import workflow data from a CSV file.
If an error occurs while importing a CSV file, the import process will be terminated. The data which has been imported will be eliminated.
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Create a CSV file to import data.
For information on items that can be managed using CSV files, refer to the CSV format in Workflows. -
Click the administration menu icon (gear icon) in the header.
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Click Garoon System Administration.
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Select "Application settings" tab.
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Click Workflow.
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Click Import from CSV file.
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On "Import from CSV File" screen, select the data to import.
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Select the CSV file that you created in step 1.
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Set the required items for the data to import, and then click Next.
The setting fields are as follows:
- Character encoding:
Encodes data from a CSV file with the selected character code.
The following character encoding can be selected:- UTF-8 (Unicode)
- Shift-JIS (Japanese)
- ASCII
- Latin1 (Western European)
- GBK/GB2312 (Simplified Chinese)
- TIS-620 (Thai)
- Skip the first row:
If the header row contains information other than data such as an item name and a comment, select "Yes".
- Character encoding:
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Confirm the CSV file contents and click Import.
Exporting Data to a CSV File
Export workflow data to a CSV file.
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Click the administration menu icon (gear icon) in the header.
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Click Garoon System Administration.
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Select "Application settings" tab.
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Click Workflow.
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Click Export to CSV file.
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On the "Export to CSV File" screen, select the data to export.
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Set the required items for the data to export.
The setting fields are as follows:
- Character encoding:
Select the character code that you want to use for encoding.
The following character encoding can be selected:- UTF-8 (Unicode)
You can select with BOM as required. - Shift-JIS (Japanese)
- ASCII
- Latin1 (Western European)
- GBK/GB2312 (Simplified Chinese)
- TIS-620 (Thai)
- UTF-8 (Unicode)
- Include header row:
To export an item name to the header row of a CSV file, select "Yes". - Language in which the data is exported
This item is used when exporting category names.
The category names will be exported to a CSV file in the language that you select.
You can select multiple languages. The following languages can be selected:- All
- 日本語
- English
- 中文(简体)
- 中文(繁體)
Exported in Traditional Chinese.
- Character encoding:
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Confirm your settings and click Export.
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Save the file with a function provided by your Web browser.