Saving Values from Bank Statements in M-Files object #
Customer wants to save important information’s from CashFlow statement in M-Files properties. The Excel table that the Customer gets from the Bank is displayed below.
Customer wants to insert in CashFlow Statement object in M-Files the key value from report for each business year. This Excel with Cash Flow information is saved in separate object named Bank Report in M-Files. We want to fill information from that Excel to CashFlow object.
Configuration #
In M-Files, there is an object Bank Report, which is an Excel file containing important CashFlow information.
Also, there is an object to which the Customer wants to insert values from Excel.
As the rules are filled for value Excel action [1], for subsequent values, the rules are configured the same way.
On object change, values in target properties will be filled with information from Excel file.
Connect questionnaires with M-Files objects #
Company wants to save results of Customer Excel Feedback Form in M-Files. When customers sends Excel its automatically saved in M-Files in class Customer Feedback Form. To successfully complete the Customer Feedback pattern in M-Files, the source object must have a link to the pattern form.
The Excel table that the Customer sends is displayed below:
Configuration #
