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mshealy
Established Contributor
Established Contributor
Sep 6, 2024 3:45 PM UTC
Solved

API to update csv?

I am trying to figure out how i can get a CSV file updated.  I have an http client step in my workflow to get some information and i would like to be able to put that info that was returned in the step, into a csv.  I haven’t been able to find out were to do that within clm workflow.

Scott Brooks
Troubleshooter
Sep 11, 2024 4:00 AM UTC

You can use the Write Text Document or Append Text Document step to create/update a document with a “.csv” extension.  You would want to construct the row to be added in the csv by concatenating variables with double quotes and commas as delimiters as part of building a string to write the new row.  I usually add a new row at the end of the string if we are going to write multiple rows.

Here is a quick example using the Expression Builder…

“\” + GetVariableValue("Column1") + “\”,\”” + GetVariableValue("Column2") + "\”\r\n"

 

 

Scott Brooks | Marshfield Consulting | DocuSign Community Super User 2022

1 reply

Scott Brooks
Troubleshooter
Troubleshooter
Sep 11, 2024 4:00 AM UTC

You can use the Write Text Document or Append Text Document step to create/update a document with a “.csv” extension.  You would want to construct the row to be added in the csv by concatenating variables with double quotes and commas as delimiters as part of building a string to write the new row.  I usually add a new row at the end of the string if we are going to write multiple rows.

Here is a quick example using the Expression Builder…

“\” + GetVariableValue("Column1") + “\”,\”” + GetVariableValue("Column2") + "\”\r\n"

 

 

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Scott Brooks | Marshfield Consulting | DocuSign Community Super User 2022