Smartstaff
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Changes
→Configuration
=Overview=
New ability to chain multiple autoloaders to run the same file in sequence. This allows you to load a single file through multiple autoloader imports in a specific sequence. This is useful for various integration processes that aim to import data.
: Example one file contains company records, second file contains addresses for company. Two Autoloaders are required.
In both cases, autoloader will process the file/files in sequence.
* Linking to a Report that will export this report to update other fields to avoid using workflows
: Example one file contains all user records (HR File) that will be activated, the report will filter those users that not included in the HR File and this report will be exported to another SmartFolder that will deactivate these users .
=Configuration=
* e.g. ''Autoloader 1'' will create the Parent Company while ''Autoloader 2'' will create the sub-companies.
2. Link the second autoloader to the first autoloader
* Go to the settings of ''Autoloader 1'' and proceed to the ''PROCESS'' tab, <br/> and select ''Autoloader 2'' from the '''Run sequential Autoloader after loader ends'''
[[Image:LinkingAutoloader_1.PNG|thumb|none|400px]]
3. External Data Source & Schedule
Proceed to the ''General'' tab of ''Autoloader 1'', specify the ''Folder Type'' and ''Folder'' where the file will be located. Select ''Connection Type'' and configure [[Auto_Loader#External_Data_Source|connection type]]. Then [[Auto_Loader#Schedule|configure schedule]] of ''Autoloader 1''.
For ''Autoloader 2'', 1.if you are using the same file, ''Connection Type'' should be ''N/A'', ''Frequency'' should be ''On File Upload'' and specify the ''Folder Type'' and ''Folder'' which is a different folder name from ''Autoloader 1''. Note that the same file will be placed into the 2nd folder name. 2. If you are using a different file, configure [[Auto_Loader#External_Data_Source|connection type]], ''Frequency'' should be ''On File Upload'' and specify the ''Folder Type'' and ''Folder''.
==Linking an autoloader to a report==
Use case for this is when HR Feed is a list of users that needs to be activated in the instance and any other user not in this HR Feed need to be deactivated.
1. Create the first [[Auto Loader|autoloader]] - this is add/update records based on the HR Feed file.
2. Create the Report - this report will filter all users that are not part of the HR Feed file and these report will be exported to another SmartFolder/Configuration Folder to deactivate them.
Minimum configuration needed to export to a SmartFolder/Configuration Folder
* From the left hand side menu, click '''Export''' and go to '''FILE EXPORT'''. From the''' Export Format''', select CSV
* From the '''SCHEDULED EXPORT''' tab, select '''File Export Selected Format''' under '''Export Type, '''add the''' Export File Name'''. and enable '''Activate'''.
* Under '''When to Run''', select '''On Demand''' for the '''Run Type'''.
* Under '''Export To Folder''', select '''Folder Type''' and select '''Folder''' for where you want the report to be exported to.
3. Create the second [[Auto Loader|autoloader]] - this will deactivate users based on the report generated from item 2 above.
* Select the SmartFolder/Configuration Folder configured in your report to deactivate the users.
<!-- Ticket# 52594 - Linking Autoloader -->
==See Also==
** [[Auto Loader]]
