Smartstaff
1,385
edits
Changes
→Additional Settings
: [[File:Auto6b.PNG]]
* '''Loader Name''' – set the name for the Autoloader
* '''Folder''' – select the SmartFolder where the file will be located
* '''File Type''' – select the file type of the file for processing
* '''File Encoding''' – select the file encoding of the file for processing
* '''Record Type''' – drop-down list that allows the user to select what object to process
* '''Item''' – drop-down list of items from the '''Record Type'''
* '''Activate''' – enables the Autoloader. Until this check box is enabled the Autoloader will not execute.
* '''Connection Type''' – drop-down list that allows the user to select the connection type of the external data source.
* '''Frequency''' – drop-down list that allows the user to select when the Autoloader should be run. Options are '''On File Upload''' or '''Scheduled'''.
* '''Launch Hour''' – only displayed if '''Frequency''' is set to '''Scheduled'''. Sets the time on a daily basis that the autoloader will execute. This should be a comma delimited list of the hour values in 24-hour format.
2. '''PROCESS''' tab
: [[Image:Auto6.png]]
* '''ActivateWorkflow before loader starts''' – enables drop-down list that contains a list of all workflows in the system. It defaults to No and if users wants to have a workflow execute before the Autoloaderadds the data to the system they should select the relevant workflow.* '''Workflow after loader ends''' – drop-down list that contains a list of all workflows in the system. Until this check box is enabled It defaults to No and if users wants to have a workflow execute after the Autoloader will not executeadds the data to the system they should select the relevant workflow.* '''Run sequencial Autoloader after loader ends''' – [[Linking Autoloaders]]
* '''Trigger Formulas''' – enables the triggering of any template formulas that may exist for the selected record type and item/level. If this check box is not enabled then these formulas will not execute.
* '''Delete First (use with caution)''' – all existing data will be deleted from the [[UTA]] level selected ('''This setting only applies to UTA data''').
*:* '''IMPORTANT''': Delete First is only used to delete UTA data where the data will be completely replaced with uploaded data. '''Use with caution'
* '''Email Log ToSend email with log when Autoloader is done''' – Sets the Sends email address of the person that you wish to receive a message every time the autoloader Autoloader executes with a report of the upload process. Multiple email addresses can be included separated by commas. (Note: The log file is also stored in the same folder as the uploaded file.)* '''FrequencySend email notification when Autoloader failed to complete''' – drop-down list that allows the user to select Sends email when ftp/sftp connection failed, or when the autoloader should be run. Options are '''On File Upload''' or '''Scheduled'''process was terminated unexpectedly.* '''Launch HourEmail Log To''' - only displayed if '''Frequency''' is set to '''Scheduled'''. – Sets the time on email address who will receive a daily basis that the autoloader will executemessage. This should Multiple email addresses can be a comma delimited list of the hour values in 24-hour format.* '''Workflow before loader starts''' – drop-down list that contains a list of all workflows in the systemincluded separated by commas. It defaults to No and if users wants to have a workflow execute before the autoloader adds the data to the system they should select the relevant workflow.* '''Workflow after loader ends''' – drop-down list that contains a list of all workflows in the system. It defaults to No and if users wants to have a workflow execute after the autoloader adds the data to the system they should select the relevant workflow.
===New Record===