2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page will demonstrate how to edit the writer component of DBSync.
In order to access the writer, first you will need to open the mapping of a process that you have already created. Please see section 3.1of the wiki to add a process definition language, and section 4.2 to open a process map for more information regarding creating and viewing a process.

1. Right-click on the Writer Component and select 'Properties' to view the details of it.
2. Select the Adapter type from the drop down list – Example – QuickBooks Adapter. The properties of the specific adapter are automatically displayed on the selection.
3. Enter the External ID name in the field, if you wish to perform the Upsert operation on the records. Example --QBName__c (more clarity needed here, need assistance, also Upsert function might need to be explained somewhere unless it is part of “IT vernacular”
4. Enter the table name that you want to select as the target. Example – Account.
5. Click on the Lookup hyperlink to select the object to which it has to be writtenA workflow is a collection of one Trigger and a set of rules required to perform an integration.

The status can be set to, 'On or Off'. An on status will enable a workflow to execute - either by schedule or by Run Now action. An Off status will disable a workflow from executing. Properties can also be set by selecting appropriate fields and save.

The below screenshot illustrates the workflow listing page. All workflows have a sequence in order of execution. 

Image Added

Panel

Create, Edit and Delete Workflow

To create a workflow - "Create New Workflow

  1. Enter a preferred name and "Save" to view the Workflow on the listing page.
  2. "Edit"- To edit/change the Workflow name.
  3. "Delete"- To Delete the Workflow and all of its components from the system. Once deleted, a user will not be able to recover Workflows, or any of its components, from the system.
  4.  "Download"-  Download the Workflow in a zipped format in the Downloads folder of the local file system.