Description

Steps to display from Excel a Transaction and a Query scripts attached to the same data file

Applies to

Foundation/Evolve
Studio

Solution

• Open the Transaction script locally from Studio
• Add the Excel data file and submit into Foundation/Evolve
• Refresh the workflow tasks
• Select a reviewer and click on “Complete task”
• Click on Open in Studio
• Open data file from Studio
• You will be asked to save it, click OK
• Go to the Winshuttle Add in and log into Foundation/Evolve
• At this stage we can only see the Transaction script
• Close Excel
• Open Studio, go to transaction script Library and open the Transaction script just submitted into Foundation/Evolve
• Save the data file locally
• Open a Query script saved locally
• Attach the common data file to be used
• Submit the Query script into Foundation/Evolve (no need to change the data file name)
• Go to My workflow Tasks and refresh the list
• Go to Query script Library and open the Query script just submitted into Foundation/Evolve
• Open the data file from the Query script in Studio
• Log into Foundation/Evolve via the Add in
• You should now be able to display both script from the common data file

Additional Information

If there is no workflow the following steps can be skipped:

• Refresh the workflow tasks
• Select a reviewer and click on “Complete task”
• Go to My workflow Tasks and refresh the list

See steps with screenshots attached