CPS WebTips: Automate Evolve - Creating and Updating Reference Data Lists

This CPS WebTips covers how to create and update Reference Data Lists (RDLs). We will focus on creating an RDL manually through the Automate Evolve site as well as using an Excel file. Creating a Reference Data List Manually This option enables you to create each column and field manually, one at a time. You can add columns, and provide names, data type, and constraints as needed. 1. Log on to Evolve and go to the desired local App 2. Go to the Solutions page and click Reference Data Lists then click Add Schema 3. Enter the Name, Category (optional) and Description for the Reference Data List and click Next 4. Select the Create Manually option 5. Click Add and start adding the columns in the schema one by one by entering the Field Name and selecting the Field Type (Check the Unique and Required checkboxes where applicable) and then click Add 6. Select Next once all fields and columns have been added. 7. On the Mapper Page, update field mappings if need then select Submit A Reference Data list can be used only after it has been published. To publish a reference data list currently in draft form: 8. Click the icon under the Actions column and then click Publish. 9. In the Publish Schema box, select either Yes or No in the Publish Template field. 10. Choose from one of the workflow options. - No Data Review Process - Review and Post – One Step - Review and Post – Separately - Custom Workflow 11. Click Publish. The status of the solution changes to Production. You can now populate data using either the Excel Add-in or the Edit Data option in the reference data list. Creating from Excel Enables you to create the schema from an existing Excel file. 1. In Solutions page, click Reference Data Lists then click Add Schema 2. Enter the Name, Category (optional) and Description for the Reference Data List and click Next 3. Select the Create From Excel option 4. Click Select Files, and then browse to the Excel file. 5. On the Mapper page, map the entered fields to the Excel column by entering selections in the corresponding Mapped to column then select Submit 6. Follow the steps to publish the reference data list. Use Excel Add-in to Add or Update Data in an RDL Must have Studio installed. 1. Launch Excel and click Blank Workbook. 2. Click the Studio tab, and then click Logon to Studio. Ensure you are in the correct App 3. Click the Evolve tab. 4. Click Open, you will see My templates and My documents. 5. Click My templates then Reference Data Template to find the template file you want to use and click Open. 6. Once the template is open, Add, Remove, Edit the data as needed 7. Click the Studio tab and then click Run. CPS has been tactically executing on implementations of digital transformation platforms for years focusing on business process automation, data & analytics and RPA. Our team would like to share this knowledge with you on our YouTube channel via CPS WebTips. Clear Process Solutions An SAP Optimization Company https://www.clearprocesssolutions.com/