dspCompose

Configure an External Request Scenario for an Excel-initiated Request

An external request scenario that creates an Excel-initiated request uses the data attached to an email to create a request and populate the data for the request.

A Template Administrator can create one or multiple external request scenarios for a template.

NOTE: Certain settings must be configured before external request scenarios can work. Refer to Configure Settings for External Request Scenarios that Create Excel-initiated Requests for more information.

To configure an external request scenario that creates an Excel-initiated request:

  1. Create the external request scenario that creates an Excel-initiated request

  2. Automatically Set Settings when Creating an External Request Scenario that Creates an Excel-initiated Request

  3. Map Columns from the Template to Columns from the Excel File

  4. Create Custom Rules for Excel-initiated Requests (optional)

  5. Add Email Addresses for a Scenario