Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk
Creating BP records, in bulk, through Microsoft Excel templates is available for all BPs that allow bulk creation of records and line items.
A Microsoft Excel file or template supports formulas, special characters, and it has multiple sheets.
Notes:
- A CSV file or template does not support formulas or special characters, and it does not have multiple sheets (click Actions, and select Export CSV Template).
- When you use Bulk Create or Bulk Update, you start by exporting the BP design structure to a Microsoft Excel or CSV file and then populating the required fields. If you leave a Data Picker Data Element (DE) field blank that is configured to Auto Populate, the system completes the field when you run a Bulk Create; however, it does not complete the field when you run a Bulk Update. To reduce confusion and maintain consistency for both Bulk Create and Bulk Update, the system uses the Excel or CSV file to populate the Data Picker field if the field is excluded from the Integration Form for the BP design.
When you click Actions, you can click the Export Microsoft Excel Template option to create a single BP record or multiple BP records (bulk) that contain formulas, special characters, and multiple sheets.
Note: This option will be seen for all users who have the View access to the log.
For creating Line Items for a single BP record or multiple BP records (bulk) that contain formulas, special characters, and multiple sheets, you can click the Menu Options icon (available for BPs that support line item export) and click Export Line Item Template.
Behavior of the Due Date (due_date) Field
In the Workflow Settings field in the Workflow Setup of a BP, if the Override Workflow Due Date field is set as Yes, you can edit the due date in the creation step. If the Override Workflow Due Date field is set as No, you cannot edit the due date in the creation step. Also, you cannot edit the Due Date if the work has started or the work has moved to the next step (is in-flight) in the workflow process.
When you create workflow BP records through file imports (CSV or Microsoft Excel), the system currently sets the Due Date automatically based on the Workflow Settings; the Due Date provided in the input file is ignored. Also, when you update workflow BP records through file imports (CSV or Microsoft Excel), the system uses the Due Date that was based on the Workflow Settings and ignores the Due Date provided in the input file.
The supported Microsoft Excel file formats are the Excel workbooks having the ".xlsx" and ".xlsm" extensions.
Note: The Strict Open XML Spreadsheets having ".xlsx" extension is not supported.
The supported Microsoft Excel versions are Excel 2010 (v14.0) and later.
The supported Microsoft Excel functions are: ABS, ACOS, ACOSH, ADDRESS, AND, AREAS, ASIN, ASINH, ATAN, ATAN2, ATANH, AVEDEV, AVERAGE, BIN2DEC, CEILING, CHAR, CHOOSE, CLEAN, CODE, COLUMN, COLUMNS, COMBIN, COMPLEX, CONCATENATE, COS, COSH, COUNT, COUNTA, COUNTBLANK, COUNTIF, COUNTIFS, DATE, DAY, DAYS360, DEC2BIN, DEC2HEX, DEGREES, DELTA, DEVSQ, DGET, DMAX, DMIN, DOLLAR, DSUM, EDATE, EOMONTH, ERROR.TYPE, EVEN, EXACT, EXP, FACT, FACTDOUBLE, FALSE, FIND, FIXED, FLOOR, FREQUENCY, FV, GEOMEAN, HEX2DEC, HLOOKUP, HOUR, HYPERLINK, IF, IFERROR, IMAGINARY, IMREAL, INDEX, INDIRECT, INT, INTERCEPT, IPMT, IRR, ISBLANK, ISERR, ISERROR, ISEVEN, ISLOGICAL, ISNA, ISNONTEXT, ISNUMBER, ISODD, ISREF, ISTEXT, LARGE, LEFT, LEN, LN, LOG, LOG10, LOOKUP, LOWER, MATCH, MAX, MAXA, MDETERM, MEDIAN, MID, MIN, MINA, MINUTE, MINVERSE, MIRR, MMULT, MOD, MODE, MONTH, MROUND, NA, NETWORKDAYS, NOT, NOW, NPER, NPV, OCT2DEC, ODD, OFFSET, OR, PERCENTILE, PI, PMT, POISSON, POWER, PPMT, PRODUCT, PROPER, PV, QUOTIENT, RADIANS, RAND, RANDBETWEEN, RANK, RATE, REPLACE, REPT, RIGHT, ROMAN, ROUND, ROUNDDOWN, ROUNDUP, ROW, ROWS, SEARCH, SECOND, SIGN, SIN, SINH, SLOPE, SMALL, SQRT, STDEV, SUBSTITUTE, SUBTOTAL, SUM, SUMIF, SUMIFS, SUMPRODUCT, SUMSQ, SUMX2MY2, SUMX2PY2, SUMXMY2, T, TAN, TANH, TEXT, TIME, TODAY, TRANSPOSE, TREND, TRIM, TRUE, TRUNC, UPPER, VALUE, VAR, VARP, VLOOKUP, WEEKDAY, WEEKNUM, WORKDAY, YEAR, YEARFRAC.
The following topics explain how to use Microsoft Excel create a single BP record or multiple BP records (bulk) and line items that contain formulas, special characters, and multiple sheets.
In This Section
Microsoft Excel Format for Creating BP Records
Microsoft Excel Format for Creating Line Items for BP Records
Microsoft Excel File Format for Bulk Update Export/Import Process
Microsoft Excel File Format for Bulk Creating BP Records in the Master Log
Microsoft Excel File Format of Shell Details File
Error File Format of Bulk Update Import Process
Available Pickers For Business Process Types
Last Published Friday, April 11, 2025