Update a Business Object with Content from a File

Edit or update a Business Object by using a One-Step™ Action to access the content of a file.

The Content from a File token is only available for One-Step Actions and can be used in any One-Step Action that requires content. For example, you can set a One-Step Action to prompts users for a file containing content to be imported. This content can be read and used within the context of the One-Step Action.

The following example explains how to configure a One-Step Action to access a file to update a Business Object record.

To configure the Update A Business Object Action:

  1. Open the One-Step Editor, and then create or edit a One-Step Action.
  2. Add an Update a Business Object Action to the Designer Board.
  3. Configure the Action as needed. See Define an Update a Business Object Action for more information.
  4. On the Fields page, select the field to update.
  5. Select the Template radio button, and then select the Template Selector or right-click in the Template field to open the Token Selector.
  6. Select Content from File > New File.
    The Read file properties dialog box opens.
  7. To use the same file every time the One-Step Action is run:
    1. Select Static Filename, and then navigate to the file.
    2. Select the file type you want the One-Step Action to accept from the Format drop-down menu. Options are CSV, HTML, text, rich text format, and XML.
    3. Optionally, select the Reload file if name changes and Reload file contents when file changes options to automatically reload the file and file contents. These options cannot be used with a Trusted Agent.
    4. Select Use Trusted Agents, and then select a Trusted Agent group. This option may be required for SaaS customers. See Configure One-Step Actions for Trusted Agent.
  8. To enable users to choose the file to run:
    1. Select Prompt for File.
    2. Enter the text in the Caption field that users will see when they run the One-Step Action. You can also right-click to open the System Function context menu so you can include a variable.
    3. Select the file type you want the One-Step Action to accept from the Format drop-down menu. Options are CSV, HTML, text, rich text format, and XML.
  9. Click OK.
  10. Save theOne-Step Action.