Challange
Create a Quotation with a dynamic number of line items
Solution Concept
Creation of the Quotation with multiple line items can be achieved by using variables and the ability to add loops on a Task level.
Solution Steps
Step 1. Record the process steps in one flow:
Task 1: filling of the Initial screen
Task 2: filling of the Header of the document and the table with line items (only first row of the table)
Task 3: Save the document and store the number, if necessary
Step 2. Configure the flow
Add new Task and move the steps, related to the line items
Move the steps which are filling the table with line items to the new Task
Your flow should look like this:
Step 3. Configure the Data set
Go to the Data set and duplicate the Default Data set
Export the Data set in excel
Add the target number of Loops and data for Task 3 in the excel file
Export the Data set back to Qualibrate
Step 4. Configure the steps
Now we need to make sure that every loop will fill the data in the new row of the table. This can be achieved by using ${loopIndex} variable. The following configuration has to be for each step, which filling the data in the table: in our case, it will be typing in Material and Quantity columns.
Open the step details by clicking on the step;
Go to the Object properties tab;
Go to the ID of the object and replace the last 0 (which represents the row Index) with the variable ${loopIndex}.
Steps configuration should look like this:
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