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Autoloader File Preparation

870 bytes added, 21:29, 3 August 2022
Merge Control
==Merge Control==
Example: For an autoloader with four columns, where the first column updates and matches by the ''Owner'' standard field, the format of the uploaded file must be ''firstname [space] lastname''. However, the csv file being used for the upload contains two columns, one containing the first name and one containing the last.
Example: For an autoloader with four columns, where the first column updates and matches by the ''Owner'' standard field, the format of the uploaded file must be ''firstname [space] lastname''. However, the csv file being used for the upload contains two columns, one containing the first name and one containing the last.  It is a trivial matter to concatenate these two columns in Excel or other spreadsheet programs; however, the conversion process from Excel back to csv may introduce errors into the upload file. As well, if the file is uploaded to the SmartFolder automatically to trigger the autoloader process, there will not be an opportunity for this intervention.
[[Image:AutoLoaderColumnMapping.png|link=|400px]]
===Syntax===
:[column number to be replaced]=[separator],[column 1],[column 2],...,[column n]             Multiple Merge Controls can be used in the same autoloader, separated by double semicolons.              Examples:  ''             '''Case 1''': 1= ,2,3 '' ''             ''If Column 2="FirstName"  and Column 3="LastName"  then Column 1 = "FirstName LastName"              where the separator used is a space ''             '''Case 2''': 1=-,2,3 '' ''             ''If Column 2="ABCD"  and Column 3="123456"  then Column 1 = "ABCD-123456"              where the separator used is a dash ''             '''Case 3''': 10=|,4,5,6'' ''             ''If Column 4="Value4",  Column 5="Value5" and Column 6="Value6"  then Column 10 = "Value4|Value5|Value6"              where the separator used is a pipe delimiter ''             '''Case 1''': 4=,1'' ''             ''If Column 1="123456"  then Column 4 = "123456"
Multiple Merge Controls can be              where there is no separator used in the same autoloader, separated by double semicolons. Example: ''1= 2,3;;20=|,4,5,6''
==Constant==
Smartstaff
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