2018.1

Task properties
General Tab
l
Excel group
l
Excel workbook: The full path and file name of a Microsoft® Excel® workbook (.xls
or .xslx file). You can use the Browse button on the right to browse to the file on
your computer.
l
Excel worksheet: The name of the worksheet you want to use. Once a workbook is
open, this drop-down will automatically list all the available worksheets.
l
Refresh button: If you have modified the original Microsoft® Excel® workbook to
add a sheet, click this button to refresh the list of worksheets.
l
Metadata group
l
Lookup Field: The name of the Metadata field that will be used to determine which
row should be returned. The Metadata field can be on any level.
l
Lookup Column: The name of the column in the Microsoft® Excel® worksheet that
corresponds to the contents of the Lookup Field.
l
Action: What to do with the resulting data from the Microsoft® Excel® worksheet.
This can be:
l
Add Field: Creates a new field with the data. This may cause multiple fields to
be created.
l
Replace field value: Replaces any existing field with the new content. Only
the last result will be displayed. If the field does not exist, it will create it.
l
Append field value: Ads the data to the existing field within the same one. No
"separator" is added. If the field does not exist, it will create it.
l
Result Field: The Metadata field name in which the result should be stored. This
field will appear in the same Metadata level as the Lookup Field.
l
Result Column: The name of the column where the information you want to retrieve
is located. For example, this could be a client email or full name.
l
button: Ads a new lookup line. You can have as many lines as you want. The
lines will be executed in order from top to bottom, so you can rely on a previous line
to bring additional information.
l
button: Removes the currently selected (highlighted) line.
Page 369