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Convert workflow statuses list to CSV Excel table format

How-to Guide

Author:

Randy Chan

Changed on:

10 Dec 2024

Key Points

  • A step-by-step guide how to convert workflow statuses list into CSV / Excel table format

Steps

Step arrow right iconPrerequisites

Applications that requires for this how to guide:

  • JSON / Text Editor - for example: VS Code
  • Microsoft Excel


Step arrow right iconDownload the Order Reference Module

In this example, we will be using HD reference .  So the first step is to download the file here

Step arrow right iconPrepare a statuses file from HD order workflow file

Unzip the file and go to the folder assets -> workflows. Create a new JSON file:

No alt provided

The content of the file should only contain the LOV statuses from HD :

1[
2  {
3    "name": "CREATED",
4    "entityType": "ORDER",
5    "category": "BOOKING"
6  },
7  {
8    "name": "RECEIVED",
9    "entityType": "ORDER",
10    "category": "BOOKING"
11  },
12  {
13    "name": "BOOKED",
14    "entityType": "ORDER",
15    "category": "BOOKING"
16  },
17  {
18    "name": "PICK_PACK",
19    "entityType": "ORDER",
20    "category": "FULFILMENT"
21  },
22  {
23    "name": "AWAITING_COURIER_COLLECTION",
24    "entityType": "ORDER",
25    "category": "DELIVERY"
26  },
27  {
28    "name": "COMPLETE",
29    "entityType": "ORDER",
30    "category": "DONE"
31  },
32  {
33    "name": "CANCELLED",
34    "entityType": "ORDER",
35    "category": "DONE"
36  },
37  {
38    "name": "ESCALATED",
39    "entityType": "ORDER",
40    "category": "DONE"
41  },
42  {
43    "name": "CREATED",
44    "entityType": "FULFILMENT",
45    "category": "BOOKING"
46  },
47  {
48    "name": "PROCESSING",
49    "entityType": "FULFILMENT",
50    "category": "BOOKING"
51  },
52  {
53    "name": "AWAITING_WAVE",
54    "entityType": "FULFILMENT",
55    "category": "BOOKING"
56  },
57  {
58    "name": "ASSIGNED",
59    "entityType": "FULFILMENT",
60    "category": "FULFILMENT"
61  },
62  {
63    "name": "FULFILLED",
64    "entityType": "FULFILMENT",
65    "category": "FULFILMENT"
66  },
67  {
68    "name": "PARTIALLY_FULFILLED",
69    "entityType": "FULFILMENT",
70    "category": "FULFILMENT"
71  },
72  {
73    "name": "REJECTED",
74    "entityType": "FULFILMENT",
75    "category": "FULFILMENT"
76  },
77  {
78    "name": "AWAITING_COURIER_COLLECTION",
79    "entityType": "FULFILMENT",
80    "category": "DELIVERY"
81  },
82  {
83    "name": "ESCALATED",
84    "entityType": "FULFILMENT",
85    "category": "DONE"
86  },
87  {
88    "name": "EXPIRED",
89    "entityType": "FULFILMENT",
90    "category": "DONE"
91  },
92  {
93    "name": "CANCELLED",
94    "entityType": "FULFILMENT",
95    "category": "DONE"
96  },
97  {
98    "name": "COMPLETE",
99    "entityType": "FULFILMENT",
100    "category": "DONE"
101  },
102  {
103    "name": "CREATED",
104    "entityType": "ARTICLE",
105    "category": "DELIVERY"
106  },
107  {
108    "name": "PENDING_CONSIGNMENT",
109    "entityType": "ARTICLE",
110    "category": "DELIVERY"
111  },
112  {
113    "name": "COURIER_COLLECTION",
114    "entityType": "ARTICLE",
115    "category": "DELIVERY"
116  },
117  {
118    "name": "COLLECTED",
119    "entityType": "ARTICLE",
120    "category": "DONE"
121  },
122  {
123    "name": "CANCELLED",
124    "entityType": "ARTICLE",
125    "category": "DONE"
126  },
127  {
128    "name": "CREATED",
129    "entityType": "CONSIGNMENT",
130    "category": "DELIVERY"
131  },
132  {
133    "name": "PROCESSING",
134    "entityType": "CONSIGNMENT",
135    "category": "DELIVERY"
136  },
137  {
138    "name": "ACTIVE_LODGED",
139    "entityType": "CONSIGNMENT",
140    "category": "DONE"
141  },
142  {
143    "name": "PICK_PACK",
144    "entityType": "FULFILMENT",
145    "category": "FULFILMENT"
146  }
147]
148

Step arrow right iconConvert the JSON file to Excel table format

This video will demonstrate how to convert a JSON list into an Excel table format.

Convert workflow statuses list to CSV/Excel table format

Convert statuses list to CSV/Excel table format


Here are the keynotes:

  • Open Excel
  • Go to the "Data" menu
  • Click on the "Get Data (Power Query) icon on the top left-hand corner -> Get Data (Power Query) popup is displayed
  • In the popup, click on the JSON icon
  • Click on the "Browse" button -> choose the status JSON file that was prepared earlier, and then click on the "Get Data" button. 
  • Click on the "Next" button -> the Power Query Editor is displayed with the list of data. 
  • Mouseover on the header "List" and right mouse click -> select "Convert to table"
  • After the list is updated, then click on the icon on the header to open the filter, click on the OK button
  • The list should be displayed in three columns: name, entityType, and category.
  • Click the "Close and Load" icon in the top left-hand corner.
  • The statuses list is successfully converted into a table form.