Data Manager
Introduces the central hub for organizing data exchange within variables or application integrations.
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Introduces the central hub for organizing data exchange within variables or application integrations.
Last updated
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The Data Manager in Autom Mate provides a user-friendly interface for efficient data handling, especially in application integrations. It simplifies data management within your process designs, allowing you to access and organize fields seamlessly.
The primary purpose of the Data Manager is to streamline the process of accessing and managing fields within applications. It enhances user convenience by offering a centralized location to view, add, and map fields required for executing actions in various applications.
Example:
Enter the "Request ID" you wish to view.
On the right-hand side, default fields appear for parameter entry. To add new fields to this section, the Data Manager provides a comprehensive list of all available fields for "viewing a request" within Xurrent.
The Data Manager includes a search function to quickly locate specific fields needed for configuring actions. Users can use the search button to find and select the desired field, enhancing efficiency in configuration.
Data Manager follows a hierarchical structure aligned with the flow design screen. The sequencing between start and stop actions within the Data Manager is crucial for mapping data between different actions in the flow.
Example:
Accessing Fields for Configuration
Drag and Drop Action: Place the desired action onto the flow screen.
Configure Parameters: Set the necessary action parameters on the configuration pane.
View and Add Fields: Open Data Manager to view, add, or search for specific fields essential for the action.
Mapping Fields Between Actions
Sequence Actions: Arrange actions in the order that reflects the desired data flow.
Map Fields: Use Data Manager to map fields from prior actions as inputs for subsequent steps.
Customize Mappings: Add new field parameters and tailor mappings as needed for data consistency.
The Data Manager facilitates easy access to fields within applications when configuring actions in your flows. When you an action from the onto the flow screen, specific parameters need to be processed within the configuration form to execute the action.
Suppose you want to "" in the Xurrentapplication:
Drag the relevant action from the "" library onto the flow screen.
Select the to access the Xurrent application.
Select the Xurrentaction and configure the parameters.
displays relevant fields for "" in Xurrent.
Xurrent
Drag the "" action for under the action.
and project details on the right.
now shows fields related to .
Since the action comes after the Xurrentaction in the flow, helps map the response from Xurrentto be used as input in . Users can add new field parameters in while using fields from Xurrentfor mapping.
