How to watch records and export to a CSV any changes? (Be kind please) | Community
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ChristinaJay
New Participant
January 18, 2024
Question

How to watch records and export to a CSV any changes? (Be kind please)

  • January 18, 2024
  • 1 reply
  • 1110 views

As most companies, we're stretched thin and we just became thinner.

 

I feel like Clark Griswald plugging in the lights and their not working - I must be missing something simple.

 

Here's what I'm trying to do: (essentially create the same report I already have in WF, automatically by WF Fusion).

 

  1. Create a CSV from data in WF on a regular interval. (How do I get this data into WF Fusion? I've already built it into a data structure?)
  2. Save the CSV file in a specific SharePoint location with the same name.

What am I missing? Argh!

 

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1 reply

New Participant
January 18, 2024

Pulling data from Workfront is going to be best done via a report or a search operation.  Then aggregate that data into a CSV.  Then upload to your downstream system.

Here's an example using SFTP as a destination.  You'd need to modify, of course, for your needs.

(Standard disclaimer: not tested, use at your own risk, you get what you paid for, etc.)  🙂

Good luck!

ChristinaJay
New Participant
January 18, 2024

Thank you! It's frustrating me because I already have the report built.... all I'm just trying to do is automate it so it outputs at a regular interval to a shared location.

 

So, if I setup a search operation, it can output them to a CSV file right? (how do I get the data points from WF if it's not 'reading' an existing CSV?')

 

 

New Participant
January 18, 2024

Yes, if you have the report built, you can use the "Text Mode" variation to pull that in using <objcode>/report.  It's a great way to leverage Reporting to build what you want and then the API to extract to other systems.