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Assigning imported records

In this article you'll learn how to assign imported records

After reading this article you will know:

  • How to use imported records in another action

How to use imported records in another action

After importing a file by using an action, you may want to process the all the new records. For example, each imported record needs to be sent by email. Process imported records makes that possible.

After you import a file via an action, you probably want to do something with the imported files. For example, for each file that you import you might want to send an email with a notification.

  1. Go to Actions by clicking on the Actions icon in the Builder Bar.

  2. Choose an action that uses an import step, or create your own import action from scratch.

  3. Select the import step of the action and click on the Edit button in the top right corner.

  4. Scroll down and check the Enable callback action checkbox, this will show additional input fields.

  5. Check the Process imported records checkbox to automatically use the imported records within the records variable of the action.

  6. Choose an action to execute after the import, or create a new action by choosing - New -. Note that if the Process imported records checkbox is enabled, you’ll only be able to choose actions that are a batch action and are built on the same model as the imported records.

  7. Optionally, you can choose to enable the Execute all action in foreground checkbox, which sets the callback action to run in the foreground if this is set to background.

  8. Click the Save button in the top right corner to save the import event.

  9. In the chosen callback action, enable the Preserve collection checkbox to use a collection of all records in the action (input variable records). If this option is disabled the action will be executed once for every record (input variable record).

Go to Actions by clicking on the Actions icon in the Builder Bar.

Choose an action that uses an import step, or create your own import action from scratch.

Select the import step of the action and click on the Edit button in the top right corner.

Scroll down and check the Enable callback action checkbox, this will show additional input fields.

Check the Process imported records checkbox to automatically use the imported records within the records variable of the action.

Choose an action to execute after the import, or create a new action by choosing - New -. Note that if the Process imported records checkbox is enabled, you’ll only be able to choose actions that are a batch action and are built on the same model as the imported records.

Optionally, you can choose to enable the Execute all action in foreground checkbox, which sets the callback action to run in the foreground if this is set to background.

Click the Save button in the top right corner to save the import event.

In the chosen callback action, enable the Preserve collection checkbox to use a collection of all records in the action (input variable records). If this option is disabled the action will be executed once for every record (input variable record).

Import step callback

You can start a callback action after an import step, processing the imported records. Enable the callback action on your import event, then select Process imported records. This will assign the collection of imported records to the actions record(s) variable. It will act like a batch action.

You'll be able to create a new action or select an existing action as callback action. Imported records will be automatically matched to record if Process imported records is checked. You can only choose actions that are built on the same model as the imported records.

This callback action will trigger when the last record is imported in the import event. It will then use all records from the import to start a batch action. You can read more about callback action in the following article: Callback actions.