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Transactions File Post transactions from spreadsheet Estimated reading: 6 minutes 169 views This function enable you to post transactions from data you have in EXCEL spreadsheet. This is a convenient option for mass distribution in case posting from API is not available to you. Quick brief on this function To use this option select “Transaction file” from the left menu. Select template that you would like to distribute and select template fields that you wish to inject values into’ for example client name, address etc.. Download Cellosign spreadsheet that includes structure to fill data into Update Cellosign spreadsheet and upload it back Uploaded data will be displayed and will highlight invalid data, such as incorrect email address or phone number, that needs to be fixed Fix or remove rows and post transactions Cellosign will post all transactions one by one. At the end of posting you should be receiving an email on posting completion Configure Start by selecting template from templates select box. Note: users with “Agent” permissions will get templates in status “Publish” in the list and users with “Project manager” permissions will get both “Publish” and “Edit” templates in the list. Select fields that you would like to inject values into. Filtering fields to for selection includes to options: Filter all required fields. This will display fields that are setup as “required” by default in the template By Class. This function can be very handy if you are using this function a lot. Filter by class will enable you show only fields of some attribute that are per-configured in the template. To configure a class for a template field. Go to template studio Select field you wish to apply class for and enter class name. You may enter classes as many as you wish to filter for different needs Once fields are configured are setup your Class be displayed in your filter list You may add as many templates as you wish on the configuration. This can be useful in cases you wish to post a client more than one form to fill out. So in that event, each row on your spreadsheet can be submitted to a single recipient. will see how it is done shortly. Prepare data Once configuration is done: Click on “Export transaction template”. A spreadsheet file will be downloaded to your browser. If it’s not: Check your browser for blocked pop ups and allow popups from this page Otherwise, please consult with your system administrator, as this might be an blockage on your network Open the spreadsheet and you will see the following columns. To assist you with the spreadsheet column, you can hover the column header row to reveal helper tooltip. #Column textWhat it is used for1invite_messageYou may use this to post a personal message when delivered to recipient in mail or SMS. This will override the default SMS or email configured in your template. You may leave blank.2rep_idIf left blank all transaction that are posted will be associated with your Cellosign user. If you wish to associate them with another user, you may enter his user name (email address), make sure you have the correct user name, otherwise the transaction will be blocked. You may leave blank3client_copyIn case you wish to post your recipient a copy of the final PDF you may upload here your recipient email address. However, normally when the recipient destination is an email (and not SMS), Cellosign will automatically post the PDF result to the destination email. This field is useful in case the form destination is a phone number or you wish to post the PDF result to additional destination. 4expiry_durationEach transaction that is generated in Cellosign has an expiry duration, normally 24 hours, unless configured otherwise on your template or globally withing your project settings. With this field you may override any default. The value to apply here is between 1-960 hours (that’s 40 days max). If you are not sure please leave blank, or consult with your administrator. 5@recip-1-some id..Columns that start with “@” (can be many) is the destination to send the form to. The value for this column can be email address or phone number. “-1-” in the string represents the 1st recipient for the template. In case of a workflow with many recipients, you may see “@recip-2-“, “@recip-3-” and so on, each column represents the destination of that recipient. The long string afterwards, is the template ID.Hover on the column header to see the tooltip it will show some explanation such as: “Destination back office for template Direct Debit” where “back office” is role name of a recipient and “Direct Debit” is the form name6#idColumns that start with “#” are columns for injecting data into forms. Hover the column header to show the tooltip to display the field Human name. When filling up data into these columns, make sure that data types are correct, for example in case that your template field is of type Number, the field value cannot be Text or Date. Upload Once spreadsheet is ready. go back to Cellosign configuration screen, upload the file and click “Next” Validate On next screen your data will be displayed with the entire data set from your spreadsheet. Cells with a light-red background indicate an invalid value, such as wrong email format or date field that the value assigned has incorrect format. Hover the cell to see the details regard error. In addition, you may check the switch “Alert on required fields with no value” to highlight and prevent submission where row has required field that has no value. On the left most column all rows are checked, if you wish to prevent a row from being posted, simply uncheck it. Once all errors are cleared or rows unchecked Click “Post” to send transactions file for process. Once all is done you will be receiving an email with notification on transactions submission. This email will also include an id, like this one “fd52f83a-19d4-4bce-b6f8-8dacbe90b23f”, use it to filter all the batch transactions in the transactions board. Limitations Posting transactions from file is carried out in sequence (one at a time) and may take time to complete Make sure to use Spreadsheet that was downloaded from Cellosign, otherwise it might not work correctly Although this function is available for your disposal, it is advised to use API or Connectors instead as these options are faster, cleaner and in general a superior alternative
