Smartstaff
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* SmartFolders for autoloaders should be permissioned such that only contacts that need to be able to upload files for autoloading are permitted to do so.
* It is '''best practice''' to put all Autoloader enabled SmartFolders into a parent folder named '''Autoloader''' (with role-restricted access) to help ensure no inappropriate files are uploaded to the folder.
==Preparing the Upload File==
* The user uploading the file must have write permissions to the folder where the file is to be stored.
* You '''must''' not use the upload folder for any purpose other than uploading files, as the autoloader will attempt to process any file added to the folder.
: [[Image:AutoFile.png|thumb|none|400px]]
====Defining the Record Type====
The Record type can be Company, Contact, Resource or a [[Universal Tracking Application]].
: [[Image:Auto5b.png|thumb|none|400px]]
====Activate Autoloader====
Enable this check box for the Autoloader to execute.
* '''Record Node Filter''' - Only presented when the File Type is XML.
====Defining the Column Mapping====
Once you have defined the number of fields, you define the field order to match the column order in the upload file.