Changes

Linking Autoloaders

1,901 bytes added, 17:19, 9 August 2022
Configuration
: 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=
==Linking two autoloaders==
1. Create two [[Auto Loader|autoloaders]] 
* 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''.aFor ''Autoloader 2'', 1. Proceed to if you are using the same file, ''Connection Type'' should be ''GeneralN/A'' tab, select ''Connection 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.
b2. 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. [[Auto_Loader#Schedule|Configure schedule]]
''Autoloader 2''c. Proceed      Minimum configuration needed to the ''General'' tab, select ''Connection Type'' and configure [[Auto_Loader#External_Data_Source|connection type]].export to a SmartFolder/Configuration Folder
d* 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. [[Auto_Loader#Schedule|Configure schedule]]
If you are using 3.  Create the same file, ''Connection Type'' should be ''N/A'' and ''Frequency'' should be ''On File Upload''second [[Auto Loader|autoloader]] -  this will deactivate users based on the report generated from item 2 above. 
If you are using a different file, configure c & d * Select the same way as a & bSmartFolder/Configuration Folder configured in your report to deactivate the users.
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