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C
Chris321-Topaz I
21-Topaz I
January 14, 2025
Solved

Import from spreadsheet automation

  • January 14, 2025
  • 1 reply
  • 1150 views

Version: Windchill 12.0

 

Use Case: Automating BOM imports from an external process


Description:

I have a tool that exports out an Excel BOM to be imported into Windchill. Has anyone worked on a method for "import from spreadsheet" that is started from an outside process? For instance my tool could run some script that would automate the import from spreadsheet workflow in Windchill for a given Excel file path.

 

Has anyone worked on a script that does the import automation?

 

If it helps, we use single sign on so the user would not have to authenticate with Windchill.

Best answer by HelesicPetr

Hi @Chris3 

What do you want to automate?

 

Grab the excel file, read it and import the bom to Windchill without a user's interaction?

If yes, then you have two options.

1. Create a customization in Windchill to automate this process based on some event. For example workflow or schedule queue.

Or

2. You can use RestAPI and write an own application that uses the RestAPI's functions to create a BOM based on your input... 

 

If you want to just use the Excel as a input for a user then 

you have three options

1. Format the excel to the OOTB importable spread sheet and use it for import... you use only OOTB import function in Windchill

2. Write own custom function that read the excel and create BOM as you need by standard Windchill APIs.

3. Use extension Excel Loader that can import parts and BOMs

HelesicPetr_0-1736935212880.png

PetrH

1 reply

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire IIAnswer
22-Sapphire II
January 15, 2025

Hi @Chris3 

What do you want to automate?

 

Grab the excel file, read it and import the bom to Windchill without a user's interaction?

If yes, then you have two options.

1. Create a customization in Windchill to automate this process based on some event. For example workflow or schedule queue.

Or

2. You can use RestAPI and write an own application that uses the RestAPI's functions to create a BOM based on your input... 

 

If you want to just use the Excel as a input for a user then 

you have three options

1. Format the excel to the OOTB importable spread sheet and use it for import... you use only OOTB import function in Windchill

2. Write own custom function that read the excel and create BOM as you need by standard Windchill APIs.

3. Use extension Excel Loader that can import parts and BOMs

HelesicPetr_0-1736935212880.png

PetrH

    C
    Chris321-Topaz IAuthor
    21-Topaz I
    January 15, 2025

    My Excel file is already in the OOTB importable spreadsheet format. I just want to eliminate the user from needing to go to Actions -> Import from Spreadsheet. It needs to start once my tool is finished writing out the Excel file. Sounds like my tool needs to call the RestAPI. I will look into it.

    HelesicPetr
    22-Sapphire II
    HelesicPetr22-Sapphire II
    22-Sapphire II
    January 15, 2025

    Hi @Chris3 

    Then you can use RestAPI but you have to understand how to use it, but it also applies to java coding 😄 

    or you can create own function that you call by http request and you upload the file to the server and process it by java code in the Windchill. 

    PetrH

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