on 09-19-2017 5:35 AM
Hello Folks,
I need to update the Task Completed Date by using the Data Workbench. Could you please tell me the steps how to update the Completion date.
I have gone through the Admin guide, but din't get proper solution. Please share me if you have any document.
Thanking you in advance.
Best Regards,
Aravind
Hi Aravindanath,
You are most like just having a csv issue with the formatting of leading zeros for certain columns, specifically the "Document Type" and "Category" column. Double check your territory column if you have territories with leading zeros.
1. Go to Data Workbench (DWB) and do an export of Tasks on filter of Status=Completed and other filter desired. Export Data
2. Open the sheet, and reformat the two columns I mentioned with leading zeros. I believe document type will show up as 6, please align to 0006. An example for category with be 5, change to 0005.Change your completed date in proper format such as 2017-09-19T17:00:00Z
3. Be sure to NOT close the excel sheet, just save it to your desktop and leave it open.
4. Go back to system and to the DWB, use the UPDATE facet to import the new excel. Data should save with new completion date. You can then save the sheet as an XLSX sheet to save leading zeros if desired.
Regards,
Grayson
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Hi,
I want to insert Phone call into c4c. Do I need to do the same for that?
BR
Yoro
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