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Linking Autoloaders

1,271 bytes added, 17:19, 9 August 2022
Configuration
=Configuration=
==Linking two autoloaders==
 
1. Create two [[Auto Loader|autoloaders]] 
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.
==Linking an autoloader to a report==
<!-- Ticket# 52594 - Linking Autoloader -->
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