Perform Actions On eSource
How to managing eTask data
Create items on eTask
After performing steps like login, select Channel/View and Get Data display on File Excel, the next step to New Items as follows.
Step 1: Insert a new row:
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User can insert a row at the top, middle, or at the bottom of the worksheet.
Step 2: Enter Data:
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Enter values into one or more columns to create a new item.
Update items on eTask Source
After performing steps like login, select Channel/View and Get Data display on File Excel, the next step to Update Items as follows.
Step 1: Select Items:
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Choose one or multiple items to edit.
Step 2: Modify Values:
- Modify values across one or more columns for one or more items at the same time.
Delete items on eTask
After performing steps like login, select Channel/View and Get Data display on File Excel, the next step to Delete Items as follows.
Step 1: Select a Row:
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Double click a row at the top, in the middle, or at the bottom.
Step 2: Right-click to Delete:
- Right-click the row to delete one or more items in Excel.
- Support deleting items by clearing the value of each cell. If all cell values for an item are cleared, that item will also be considered deleted.
How to managing eFile data
Update files on eFile Source
After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to Update Items as follows.
Step 1: Select Files:
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Select one or multiple files to update.
Step 2: Modify File Details:
- Modify values across one or more columns for one or more items at the same time.
Delete files on eFile Source
After performing steps like login, select Channel/View/Folder and Get Data display on File Excel, the next step to Delete Items as follows.
Step 1: Select a Row:
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Double click a row at the top, in the middle, or at the bottom.
Step 2: Right-click to Delete:
- Right-click the row to delete one or more items in Excel.
- Support deleting items by clearing the value of each cell. If all cell values for an item are cleared, that item will also be considered deleted.
How to managing UPS data
Update items on UPS Source
After performing steps like login, select View and Get Data display on File Excel, the next step to Update Items as follows.
Step 1: Select Items:
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Choose one or multiple items to edit.
Step 2: Modify Values:
- Modify values across one or more columns for one or more items at the same time.
