What's covered in this article?
- What is a Dataflow Automation?
- What is a RecordSet?
- What is a Dataflow Automation action?
- What is the purpose of searching for an action resource?
- How do I search my Dataflow actions?
Also, check out:
What is Dataflow Automation?
Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.
Click here for more information on Dataflow Automation.
What is a RecordSet?
RecordSets are storage locations for data saved within a Dataflow. These RecordSets and the actions associated with them are the foundations for Dataflow Automation.
Click here for more information on RecordSets.
What is a Dataflow Automation action?
A Dataflow Automation action allows you send data from your RecordSets to other entities in a variety of different ways such as Reports, Email, Post and more.
What is the purpose of searching for an action resource?
When creating adding an action to a RecordSet, the search allows you to easily find the resource (i.e. Report, Document, Form, etc) you wish to use for your action. This is especially helpful when you have a vast list of resources so that you don't have to scroll through dozens of them and can find them quickly.
How do I search my Action resources?
To search through your Action resources, please follow the instructions below.
With your Dataflow loaded, highlight the RecordSet you want to add the action to.
From the Actions drop-down menu, choose the action you want to create.
Name your Action.
Search for the resource you want to use.
Choose the resource and click Save.
Your action is now attached to your Dataflow using the resource you selected.
Video: Searchable Action Resources
In Dataflow Automation Release 2.5, users will have the ability to search through large lists of action resources.
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