Generate CSV in a Scheduled Workflow

[StuartPembery]

Hi All.Today I’m being an April Fool! Trying to get a scheduled workflow to generate a CSV and save the URL of the generated file. I’m probably being a complete numpty but for some reason it’s failing. I don’t suppose anybody has got generate csv in a scheduled workflow working?Here’s my approach.Loop around a helper table with a single row

• run Generate csv on a ifferent table
• try to save the url to the csv in a text column in the helper table - I get a 403 error.

Any ideas? Thanks

[ThinhDinh]

Are any of the fields here, especially the field where you are storing the URL, a user-specific column?

Workflows can’t work with user-specific columns since it can’t imitate a user in a run.

[StuartPembery]

Thanks Thinh.

I guessed as much and ‘context’ is what I was struggling with.
No user-specific columns and not the user table either.

I’m using a loop over a single row helper table in which I have the URL column. I’ve tried the column to be both text and URL. Neither work. Generate CSV collects that data from the table but is failing to upload.

I guess it’s possible that I’m the first person trying to use Generate in a Scheduled Workflow?

Cheers,

Stuart

[ThinhDinh]

It’s weird that 403 suggests a forbidden error. Can you show us how you set that up, and your columns for the “single row helper” table?

[StuartPembery]

Columns in “Single Row helper” table

[Darren_Murphy]

I’m curious. If your table has only one row, what are you looping through?

[StuartPembery]

Thanks Darren! You question tells me that I might be missing the point completely.

My ‘Generate csv’ pulls data from a tickets table. See above picture. The loop is around the single-row helper table to give me somewhere to store the url.

It’s quite possible that I’ve got the whole context wrong. In my head, I’m saving a single url to a csv file that is generated from every row in the table defined as Source data in the action.

[StuartPembery]

I’ll try looping around the Tickets table inside the Helper loop.

[Darren_Murphy]

I don’t understand why you need the loop at all. Or the helper table for that matter. Wouldn’t you just point the Generate CSV action directly at the table? (Or a query, if it needs to be filtered)

[StuartPembery]

@Darren_Murphy Tried that. Now it’s just failing 10 times instead of once

[Darren_Murphy]

I’d try it myself, but I’m out. I’ll have a look later, if you don’t figure it out in the meantime.

[StuartPembery]

Thanks Darren, it’s not urgent

[Darren_Murphy]

@StuartPembery - I just had a look at this. Here is what you need to do:

• Start with a Single Value node that targets the First->Whole row in your Helper Table
• Add a Generate CSV node. Ignore the “File Output” option. It does nothing. I suspect that only works with User Initiated workflows (or it might be a bug).
• Finally, add a Set Column Values node. Target the column that you want the CSV URL written to via the Single Value, and write the output of the Generate CSV node.

Here is what that looks like:

[StuartPembery]

That’s superb, thanks.

Am also quietly pleased that your solution is nothing like the documentation

[ThinhDinh]

Can you show the problem with documentation so Glide can fix?