Edit

Upload data

Task data is a CSV file with source input data required to run a Manual Task (MT). The column headers in the file must be the same as the variables used within the Manual Task design. You can also remap them if needed.

Each row of the task data file defines a record. To download a template file in the CSV format, go to the Data tab of the Manual Task and click the Download Sample File button. The column headers within each of these templates correspond to the variables (Data Elements) configured within the MT design.

Create data file

Before you begin creating your data file, revise your knowledge about the CVS format. For useful tips, see the guide on how to create a CSV file.

Default settings

By default, the items (fields) are to be delimited by a comma (","), and the encoding is UTF-8. If you want to use another delimiter or encoding, specify the settings in the input data options.

Header line

Your data file should contain a header line where you define the names for the columns in the input data.

The column names can contain alphabetical characters in the lower case, numerical characters, and underscore only. Any other characters can break the created input data.

Links to files

The files used in an MT are to be kept in an online or cloud storage supporting the HTTP access protocol, for example, S3, Dropbox, or Google Drive.

caution

Local files are not allowed!

Upload data file

Complete the following steps to upload and set a data file:

1. Click the Upload Data button or click anywhere within the tab.

   

2. In the popup window, click the Add button, select a main input data file, and click Upload.

   

   The Intelligent Automation Cloud automatically determines the File Separator and File Encoding parameters. To change the parameters, click Show options and select the File Separator and the File Encoding from the respective drop-down menus.

   

   To remove the selected file and select another one to upload, click Clear.

   

3. The input file content is displayed along with the file's existing column headers. Click the Preview eye-icon associated with a data row to preview the task using the corresponding data.

   

4. If the column headers do not match the variables within the MT design, a warning message is displayed alerting you which column names are to be remapped. To map or remap a column to a variable, click the column header from the table and select an item from a drop-down list.

   

   After you mapped a column header to a task variable (for example, URL > picture_address), you cannot use the column name to create another variable (${question.data['url']} is an invalid variable).

   You can also remove the uploaded data by clicking the Remove Data button.

5. Click Next to proceed to the Design tab if you are satisfied with the uploaded data.

note

While you are designing a task, you can go back to this step from the Design tab and upload new data or remap column headers.