Changes

* 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.