Changes

Auto Loader

1,160 bytes added, 17:19, 20 March 2023
Configuration - Essentials
<ul style="margin-left: 50px;">
<li>Set the '''Loader Name'''</li><li>Select the '''Folder Type''':[[SmartFolders Overview|SmartFolder]] or [[SmartFolders_Overview#Configuration_Folders|Configuration Folder]]
<li>Click the Folder Lookup button and select the folder assigned to this autoloader</li>
<li>Select the '''File Type'''</li><li>Select the '''File Encoding'''</li><li>Define the '''Record Type ''' for this autoloader</li><li>Select '''Item ''' of the '''Record Type'''</li>
<li>Activate the autoloader</li>
</ul>
# Essential settings in the '''File Layout Tab'''
 
<ul style="margin-left: 50px;">
<li>Select the '''Number of Columns''' - based on the file sample to be uploaded into this autoloader</li>
<li>'''Ignore Lines''' should be 1, if the file has header in row 1</li>
<li>Select '''Field Delimiter''' from the dropdown list</li>
<li>Define the column mapping based on the field columns of the file to the '''Record Type''' fields from the dropdown</li>
</ul>
<p>Note that you can toggle the identifier if the file has a unique identifier.
This will ensure integrity of the data being added/updated.</p>
# Essential settings in the '''File Layout Tab'''
# Essential settings in the '''Process Tab'''
 
<ul style="margin-left: 50px;">
<li>Go to the '''Create / Update Options''' section and select '''Create / Update Behaviour''' for the autoloader.</li>
<li></li>
</ul>
 
<p>Once all three tabs have been configured, click on '''SAVE''' button.
The autoloader is now ready to process the file that will be fed to the [[SmartFolders Overview|SmartFolder]] or [[SmartFolders_Overview#Configuration_Folders|Configuration Folder]] selected for this autoloader.</p>
==Configuration - Advanced==
Smartstaff
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