Dataflow Automation RecordSets

Table of Contents

• What is a Dataflow Automation?
• What is a RecordSet?
• What's this feature all about?
• How do I assign records based on certain conditions?

Also, check out:

• VIDEO: How do I assign records based on conditions?

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's this feature all about?

Conditional assignment of records will allow you to assign records to your user only if those records meet certain criteria. Perhaps you're doing inspections across the country and you want to assign records to a particular user based on which state the inspection took place. Or, maybe you want to assign records to a user where the site failed the inspection. This Dataflow Automation feature will allow you to set conditions and assign records automatically.

How do I assign records based on certain conditions?

To conditionally assign records to users, please follow the instructions below.

STEP 1. With your RecordSet highlighted, click the Actions drop-down menu, select Forms and either Data Collector or iFormBuilder (depending on where your records reside). Then select the Data Collector Record action.

STEP 2. Name your Action.

STEP 3. From the Record Action drop-down menu, select Assign.

STEP 4. Choose the form of which you'll be working. PLEASE NOTE: If you have several forms in your database, use the search feature to locate it quickly.

STEP 5. Click Dynamic Mapping. This will allow you to dynamically assign the records.

STEP 6. In this example, we have an element on our form named user. So in the Dynamic Assign Record to User field, we'll put {{record.user}} which tells it to use the user element as the assignee.

STEP 7. The Grammar field is where you'll set your conditions. In this example, we have an element named State, which has a data column name of state1. In the Grammar field, we will place the following:

field=state1(="VA")

This is saying when the State element is equal to VA, assign the records to the user.

STEP 8. Save your Action.

STEP 9. Once new data is sent into the RecordSet, the assigned user will receive a notification that the record has been assigned to them.

Opening the record, you'll see the state is VA.

VIDEO: How do I assign records based on conditions?

This video demonstrates how to assign records based upon a condition using the API Grammar.