Im loading a excel sheet to crm after the invoice has been update in crm the robot goes to excel and under status writes Loaded. I made a decision statement already I need to do something in the if activity to keep it from over writing im not sure what I need to put.
Does your excel contains multiple rows to enter to the CRM? I believe yes. In that case is there a reason for using ‘Break’ activity. It would just take you out of the for each loop. Do you want to enter only 1st row of data to CRM?
What is being overwritten? ‘Status’ field of Excel Sheet or the date under CRM? I hope you are able to loop through each row of the data from excel sheet.