•Data Management Configuration
Summary
Script Name |
Create Funds |
Minimum Supported Version |
7.19.0 |
Source Type |
Multiple Source |
Script Definitions |
Create Funds |
Use Case
Creates funds based on a .CSV source file.
Source File Format
This script is run by using multiple .CSV or BI (saved as a text/csv 'Extract Tempate') source files.
The following source files are used with the Create Funds script:
fund_source_file
The following image illustrates the structure required for the fund_source_file:
The following table outlines the field mapping:
Column |
Required? |
Source Column Header |
Field Name |
UI Field Location |
1 |
Yes |
fund_reference_key |
N/A - Uniquely identifies each record |
N/A |
2 |
Yes |
name |
Name |
Funds Management - Funds|Detailspage |
3 |
Yes |
data1 |
Data 1 |
Funds Management - Funds|Details page |
|
Hint More fields can be entered into the source file. The headers must match the names in the Registry. |
goal_source_file
The following image illustrates the structure required for the goal_source_file:
The following table outlines the field mapping:
Column |
Required? |
Source Column Header |
Field Name |
UI Field Location |
1 |
Yes |
goal_reference_key |
N/A - Uniquely identifies each record |
N/A |
2 |
Yes |
fund_reference_key |
N/A - Uniquely identifies each record |
N/A |
3 |
Yes |
date |
Date |
Funds Management - Funds|Details page |
4 |
Yes |
amount |
Amount |
Funds Management - Funds|Details page |
5 |
No |
count |
Count |
Funds Management - Funds|Details page |
|
No |
expenses |
Expenses |
Funds Management - Funds|Details page |
How the Script Works
The following table outlines the actions and expected results of the script:
Condition |
Action |
Expected Results |
If the script job is executed with only the fund_source_file. |
The script will create all of the funds provided in the file. |
Funds are created. |
If the script job is exexuted with the goal_source_file linked to fund_source_file by 'fund_reference_key'. |
The script will create all of the funds and goal provided in the files. |
Funds with goals are created. |
Data Management Configuration
The following outlines the data management job configuration:
•Data Management Job Name: Create Funds
•Script Definition: Create Funds
The following image is an example of the Data Management|Schedule page when creating a job using all of the available source files:
