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Auto Loader

9,651 bytes added, 08:32, 31 August 2018
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: [[File:Auto3.PNG|thumb|none|400px]]
 
===Setting the SmartFolder===
* Click the Folder Lookup button to display the [[SmartFolders Overview|SmartFolder]], list.
: [[Image:AutoFile.png|thumb|none|400px]]
 
===Defining the Record Type===
The Record type can be Company, Contact, Resource or a [[Universal Tracking Application]].
: [[Image:Auto5.png|thumb|none|400px]]
 
If the selected Record type is a [[UTA]] and the selected Level is Transaction then the user is required to populate an additional drop-down field reflecting all the levels that the transactions are enabled against.
: [[Image:Auto5b.png|thumb|none|400px]]
 
==Additional Settings==
You must set the following additional settings:
* '''Trigger Workflow''' – drop-down list that of all workflows related to the '''Record Type'''. It defaults to N/A.
* ''' Trigger On All Records ''' - check-box that is populated if users wants to have a workflow execute against all records, whether new records or updated records.
 
====UTA L1 Standard Fields====
 
{|
|-
||'''UTA L1 Standard Field Name '''
||'''Autoloader Standard Field Name'''
||'''Database name'''
||'''Variable List'''
|-
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"|Level 1 ID
| style="background-color: #f0f0f0;"|opportunityid
| style="background-color: #f0f0f0;"|@opportunityid@
|-
| style="background-color: #dcdcdc;"|Application Type
| style="background-color: #dcdcdc;"|Type Name
| style="background-color: #dcdcdc;"|opportunitytypename
| style="background-color: #dcdcdc;"|@type@
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Type ID
| style="background-color: #dcdcdc;"|opportunitytype
| style="background-color: #dcdcdc;"|@typeid@
|-
| style="background-color: #f0f0f0;"|Application Name
| style="background-color: #f0f0f0;"|Name
| style="background-color: #f0f0f0;"|name
| style="background-color: #f0f0f0;"|@name@
|-
| style="background-color: #dcdcdc;"|Customer
| style="background-color: #dcdcdc;"|Client
| style="background-color: #dcdcdc;"|company
| style="background-color: #dcdcdc;"|@client@
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Client ID
| style="background-color: #dcdcdc;"|companyid
| style="background-color: #dcdcdc;"|@clientid@
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Client Custom Field
| style="background-color: #dcdcdc;"|companycfield
| style="background-color: #dcdcdc;"| 
|-
| style="background-color: #f0f0f0;"|Status
| style="background-color: #f0f0f0;"|Status
| style="background-color: #f0f0f0;"|stagename
| style="background-color: #f0f0f0;"|@status@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Status ID
| style="background-color: #f0f0f0;"|stageid
| style="background-color: #f0f0f0;"|@stausid@
|-
| style="background-color: #dcdcdc;"|Revenue
| style="background-color: #dcdcdc;"|Revenue
| style="background-color: #dcdcdc;"|revenue
| style="background-color: #dcdcdc;"|@revenue@
|-
| style="background-color: #f0f0f0;"|Currency
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"| 
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Currency (USD,CAD etc.)
| style="background-color: #f0f0f0;"|currencyid
| style="background-color: #f0f0f0;"|@currencyname@/ @currencycode@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Currency Exchange (USD,CAD etc.)
| style="background-color: #f0f0f0;"|excur
| style="background-color: #f0f0f0;"|@excurrencycode@/ @excurrencyname@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Exchange Rate
| style="background-color: #f0f0f0;"|excur_rate
| style="background-color: #f0f0f0;"|@exrate@
|-
| style="background-color: #dcdcdc;"|Close Date
| style="background-color: #dcdcdc;"|Close Date (yyyy-mm-dd)
| style="background-color: #dcdcdc;"|closedate
| style="background-color: #dcdcdc;"|@closedate@
|-
| style="background-color: #f0f0f0;"|Probability
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|@probability@
|-
| style="background-color: #dcdcdc;"|Description
| style="background-color: #dcdcdc;"|Description
| style="background-color: #dcdcdc;"|description
| style="background-color: #dcdcdc;"|@description@
|-
| style="background-color: #f0f0f0;"|Requirement
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|@requirements@
|-
| style="background-color: #dcdcdc;"|Owner
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"| 
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Owner ID
| style="background-color: #dcdcdc;"|updatedby
| style="background-color: #dcdcdc;"|@ownerid@
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Owner (firstname lastname)
| style="background-color: #dcdcdc;"|updatedbyname
| style="background-color: #dcdcdc;"|@owner@
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Owner Email
| style="background-color: #dcdcdc;"|updatedbyemail
| style="background-color: #dcdcdc;"|@owner.email@
|-
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|Owner Custom Field
| style="background-color: #dcdcdc;"|updatedbyfield
| style="background-color: #dcdcdc;"| 
|-
| style="background-color: #f0f0f0;"|Branch
| style="background-color: #f0f0f0;"|Branch
| style="background-color: #f0f0f0;"|branch
| style="background-color: #f0f0f0;"|@branch@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Branch ID
| style="background-color: #f0f0f0;"|branchid
| style="background-color: #f0f0f0;"|@branchid@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Branch Custom Field
| style="background-color: #f0f0f0;"|branchcfield
| style="background-color: #f0f0f0;"| 
|-
| style="background-color: #dcdcdc;"|Workflow
| style="background-color: #dcdcdc;"|n/a
| style="background-color: #dcdcdc;"|n/a
| style="background-color: #dcdcdc;"|n/a
|-
| style="background-color: #f0f0f0;"|Contacts
| style="background-color: #f0f0f0;"|n/a (added Import Contacts on UTA)
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"|n/a
|-
| style="background-color: #dcdcdc;"|Activity List
| style="background-color: #dcdcdc;"|n/a (needs separate autoloader)
| style="background-color: #dcdcdc;"|n/a
| style="background-color: #dcdcdc;"|https://wiki.smartsimple.com/wiki/Web_Page_View_Field_Variables
|-
| style="background-color: #f0f0f0;"|End Date
| style="background-color: #f0f0f0;"|End Date (yyyy-mm-dd)
| style="background-color: #f0f0f0;"|oenddate
| style="background-color: #f0f0f0;"|@enddate@
|-
| style="background-color: #dcdcdc;"|Start Date
| style="background-color: #dcdcdc;"|Start Date (yyyy-mm-dd)
| style="background-color: #dcdcdc;"|ostartdate
| style="background-color: #dcdcdc;"|@startdate@
|-
| style="background-color: #f0f0f0;"|Modified Date
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|@modifieddate@
|-
| style="background-color: #dcdcdc;"|Institutions
| style="background-color: #dcdcdc;"|n/a (needs a workflow)
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|https://wiki.smartsimple.com/wiki/Web_Page_View_Field_Variables
|-
| style="background-color: #f0f0f0;"|End Time
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|@hour(fullenddate)@:@minute(fullenddate)@
|-
| style="background-color: #dcdcdc;"|Start Time
| style="background-color: #dcdcdc;"|n/a
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|@hour(fullstartdate)@:@minute(fullstartdate)@
|-
| style="background-color: #f0f0f0;"|Person
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"| 
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Person ID
| style="background-color: #f0f0f0;"|oppeopleid
| style="background-color: #f0f0f0;"|@personid@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Person (firstname lastname)
| style="background-color: #f0f0f0;"|oppeoplename
| style="background-color: #f0f0f0;"|@person@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Person Email
| style="background-color: #f0f0f0;"|oppeopleemail
| style="background-color: #f0f0f0;"|@person.email@
|-
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|Person Custom Field
| style="background-color: #f0f0f0;"|oppeoplefield
| style="background-color: #f0f0f0;"| 
|-
| style="background-color: #dcdcdc;"|UTA Providers
| style="background-color: #dcdcdc;"|n/a (needs a workflow task)
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|https://wiki.smartsimple.com/wiki/Web_Page_View_Field_Variables
|-
| style="background-color: #f0f0f0;"|Status Indicator
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|n/a
|-
| style="background-color: #dcdcdc;"|Transactions
| style="background-color: #dcdcdc;"|n/a (needs separate autoloader)
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|https://wiki.smartsimple.com/wiki/Web_Page_View_Field_Variables
|-
| style="background-color: #f0f0f0;"|UTA Providers (L2)
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|https://wiki.smartsimple.com/wiki/Web_Page_View_Field_Variables
|-
| style="background-color: #dcdcdc;"|Modified By
| style="background-color: #dcdcdc;"|n/a
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|@modifiedby@/ @modifiedbyid@
|-
| style="background-color: #f0f0f0;"|Created Date
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|@createddate@
|-
| style="background-color: #dcdcdc;"|Created By
| style="background-color: #dcdcdc;"|n/a
| style="background-color: #dcdcdc;"| 
| style="background-color: #dcdcdc;"|n/a
|-
| style="background-color: #f0f0f0;"|Invitations
| style="background-color: #f0f0f0;"|n/a
| style="background-color: #f0f0f0;"| 
| style="background-color: #f0f0f0;"|n/a
|}
 
====UTA Record / all Levels====
When you are updating company type information related to an Event or a Transaction you can automatically associate an account field to a transaction or event field in order to establish a parent for the transaction. This includes using Account standard fields.
If no matches exist then you can select the required action using the '''No parent matched action''' drop-down.
 
When you are updating user type related to a Transaction information you can automatically associate a user field to a transaction field in order to establish a parent user for the transaction.
If no matches exist then you can select the required action using the '''No parent matched action''' drop-down.
 
* Add as orphan record - record is loaded into the system but without being attached to a parent company
* Attach to dummy account - record is loaded into the system and is attached to the parent company specified in the '''Default Parent ID''' field.
This section is only displayed at the bottom of the Autoloader page if you have set the '''Record Type''' to People and the '''Item''' to either Event or Transaction.
* Add as orphan record - record is loaded into the system but without being attached to a parent company
* Attach to dummy account - record is loaded into the system and is attached to the parent entity specified in the Default Parent ID field.
This section is only displayed at the bottom of the Autoloader page if you have set the Record Type to [[UTA]] and the Level to Level 2 or Level 3.
[[Image:Auto10g.png]]
*
*: [[Image:AutoFTP2.PNG]]
*
** Disable processing. Download file only - if checked then the system will only pull the file across into SmartSimple, but will not load the contents of the file
** Delete File from Data Source After Downloaded - file will be deleted from the sftp site
** Login Name - username to allow access to the system
** Login Password - password to allow access to the system
** Path - exact folder location on the system where the files can be found i.e. "/in" or "/out"
** File Names - name of the files to be loaded via the Autoloader
*
*: [[Image:AutoHTTP.png]]
*
** Disable processing. Download file only - if checked then the system will only pull the file across into SmartSimple, but will not load the contents of the file
*
*: [[Image:AutoSOAP.png]]
*
** Disable processing. Download file only - if checked then the system will only pull the file across into SmartSimple, but will not load the contents of the file
===OData===
<!--Upgrade May 2018 - Ticket#62753-->
 
*
*: [[Image:External-OData1.PNG]]
*
** OData Version - Version of OData available from the endpoint
** URL - the endpoint of OData
*
*: [[Image:External-Schedule.PNG]]
*
** Frequency -
Chris Kulczyk
Smartstaff
171
edits
Retrieved from ‘https://wiki.smartsimple.com/wiki/Special:MobileDiff/32958’

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