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Auto Loader

169 bytes removed, 15:53, 20 March 2023
→‎Prerequisites
=Autoloader=
==Prerequisites==
• * You must be a a {{ GUA }} in your  in your [[instance of ]] of SmartSimple to access the Autoloader feature and set up an upload process. • * The user uploading the file must have write permissions to the folder where the file is to be stored. • You * You '''must not ''' 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.
===Creating a SmartFolder/Configuration Folder===
* Any [[SmartFolders Overview|SmartFolder ]]/[[SmartFolders_Overview#Configuration_Folders|Configuration Folder]] can be used as the source for an Autoloader.
* The folder must be used '''exclusively''' for the Autoloader, since every file uploaded will be processed.
* Incorrect files or incorrectly formatted files '''will be processed''' and could lead to data loss and/or creation of invalid data.
'''IMPORTANT:  '''Because any file uploaded to a [[SmartFolders Overview|SmartFolder]]/[[SmartFolders_Overview#Configuration_Folders|Configuration Folder ]] that is associated to an autoloader will be processed, it is extremely important that the SmartFolder/Configuration Folder is permissioned and labelled appropriately.
* [[SmartFoldersOverview|SmartFolder]]/[[SmartFolders_Overview#Configuration_Folders|Configuration Folder ]] 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.
* If the file has special characters, convert encoding to UTF-8.
* If columns has a number sign after the comma, always add double quotes to avoid data problem when processing the file.
 
 
===Autoloader Constraints===
* You must be a {{GUA}} in your [[instance]] of SmartSimple to access the Autoloader feature and set up an upload process.
* 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.
==Settings Explained==
Lalaine Songalia
Smartstaff
1,385
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Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/41003’

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