Creating a process using Infor Spreadsheet Designer

  1. Modify the sheets to define your loading structure.
  2. Use the upload actions to load each sheet individually or all sheets at one time.
  3. Use CloseTaskUpdateTemplate.xlsx to update your close process structure:
    1. Query the database to load your close process records into the spreadsheet.
    2. Modify the records that you will update.
    3. Upload the records to the database.