Changes

* Go thru each of the first three tabs.

==='''GENERAL''' tab===

: [[File:Auto6b.PNG]]

The File Layout section is used to determine the number of columns in the file, the delimiter between the columns and the use of a '''HTML table''' to display the data.

* '''Record Node Filter''' - Only presented when the File Type is XML.

====Defining the Column Mapping====

Once you have defined the number of fields, you define the field order to match the column order in the upload file.

** Update Unique Match Only - will only update when one matching record is found

** Update All Matches - will update all matching records

<span style="font-size: medium;">'''IMPORTANT:''' </span><br />

* These fields would normally be used if you have extracted data from [[SmartSimple]] including those ID fields, updated the data outside of [[SmartSimple]] and wish to import the updated information.

1. If you wish to deactivate a user using the Autoloader then select the '''Disable User Login (use value of 1)''' Field option and ensure that the uploaded file has a value of 1 in the relevant cells.

* '''Workflow before loader starts''' – drop-down list that contains a list of all workflows in the system. It defaults to No and if users wants to have a workflow execute before the Autoloader adds the data to the system they should select the relevant workflow.

* '''Workflow after loader ends''' – drop-down list that contains a list of all workflows in the system. It defaults to No and if users wants to have a workflow execute after the Autoloader adds the data to the system they should select the relevant workflow.

* '''Run sequencial Autoloader after loader ends''' – [[Linking Autoloaders]]

* '''Trigger Formulas''' – enables the triggering of any template formulas that may exist for the selected record type and item/level. If this check box is not enabled then these formulas will not execute.

* '''Send email with log when Autoloader is done''' – Sends email every time the Autoloader executes with a report of the upload process.(Note: The log file is also stored in the same folder as the uploaded file.)

* '''Send email notification when Autoloader failed to complete''' – Sends email when ftp/sftp connection failed, or when autoloader process was terminated unexpectedly.

====Create Options====

This section of the Autoloader is used to determine how new records in the upload file should be handled.

This is an Autoloader setting that provides a more friendly and accessible user interface for importing data into the system as well as allowing users to verify the file before uploading it to a SmartFolder for processing by the Autoloader.

==='''HISTORY''' tab===

<span style="color: #ff0000;">Available after February 2019 upgrade.</span> <br/>

A new Autoloader feature that shows a new History information tab. The list includes the file name, user who uploaded the file, start time, end time, records added/updated and status of last run.