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:
    Configurable in Garoon version 5.9.0 or later.
  • 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.

Steps:
  1. 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.

  2. Click the administration menu icon (gear icon) in the header.

  3. Click System settings.

  4. Select "Application settings" tab.

  5. Click Workflow.

  6. Click Import from CSV file.

  7. On "Import from CSV File" screen, select the data to import.

  8. Select the CSV file that you created in step 1.

  9. 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:
      • Unicode (UTF-8)
      • Japanese (Shift-JIS)
      • ASCII
      • English (Latin1)
      • Simplified Chinese (GBK/GB2312)
      • Thai (TIS-620)
    • Skip the first row:
      If the header row contains information other than data such as an item name and a comment, select "Yes".
    Screenshot: "Import category data" screen

  10. Confirm the CSV file contents and click Import.

Exporting Data to a CSV File

Export workflow data to a CSV file.

Steps:
  1. Click the administration menu icon (gear icon) in the header.

  2. Click System settings.

  3. Select "Application settings" tab.

  4. Click Workflow.

  5. Click Export to CSV file.

  6. On the "Export to CSV File" screen, select the data to export.

  7. 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:
      • Unicode (UTF-8)
        You can select with BOM as required.
      • Japanese (Shift-JIS)
      • ASCII
      • English (Latin1)
      • Simplified Chinese (GBK/GB2312)
      • Thai (TIS-620)
    • 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.
    Screenshot: "Export category name data" screen

  8. Confirm your settings and click Export.

  9. Save the file with a function provided by your Web browser.