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* ''' 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.
==L1 Standard Fields: UTA/ Autoloader/ Database Names/ Variable List=={||-| style="background-color: #c8c8c8;"|'''UTA L1 Standard Field Name '''| style="background-color: #c8c8c8;"|'''Autoloader Standard Field Name'''| style="background-color: #c8c8c8;"|'''Database name'''| style="background-color: #c8c8c8;"|'''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====
: [[Image:AutoloaderNewRecordUTA.png|link=]]
*
*: [[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
*
*: [[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
*
*: [[Image:External-OData1.PNG]]
** OData Version - Version of OData available from the endpoint
** URL - the endpoint of OData
*
*: [[Image:External-Schedule.PNG]]
*
** Frequency -
For example, an '''address''' or '''company name''' could contain ampersands, so should be included as:
<pre>JaneSmith</pre><address>[[UTA| </address>
** It is advisable to use CDATA for any field containing text since the contents are often unpredictable.
[[Image:AdhocAutoload3.png|border|100.px]]
==Reference: Standard Field Names and Variables==
The below table can be used to compare Level 1 Standard Field terminology found in the <a title="UTA" href="UTA" data-bs-type="internal_link" data-bs-wikitext="UTA">UTA]], on the Autoloader, in the Database, and Variable syntax
{|
|-
| style="background-color: #c8c8c8;"|'''UTA L1 Standard Field Name '''
| style="background-color: #c8c8c8;"|'''Autoloader Standard Field Name'''
| style="background-color: #c8c8c8;"|'''Database name'''
| style="background-color: #c8c8c8;"|'''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
|}
==See Also==
