Steps pane
The Steps tab displays the data mapping workflow: the process that prepares and extracts data. The process contains multiple distinct steps and is run for each of the records in the source data. For more information about the steps and how to use them, please refer to Steps and Data mapping workflow.
Moving a step
To rearrange steps, simply drag & drop them somewhere else on the dotted line in the Steps pane. Alternatively you can right-click on a step and select Cut Step or use the Cut button in the Toolbar. If the step is Repeat or Condition, all steps under it will also be placed in the clipboard. To place the step at its destination, right-click the step in the position before the desired location and click Paste Step, or use the Paste button in the toolbar.
Viewing step details
Hovering over the task shows a tooltip that displays some of the details of that step. To see all details for a step, click on the step and take a look at the Step properties pane (Step properties pane. Clicking on any Extract step in the Steps pane highlights any area in the from which it extracts data. You can also click on the Preprocessor step to select all the steps in the workflow to show a complete map of all the extracted data.
Window controls
The following controls appear at the top of the Steps pane:
- Zoom In (CTRL +)
: Click to zoom in by increments of 10%
- Zoom Out (CTRL -)
: Click to zoom out by increments of 10%
Contextual menu
You can access the contextual menu using a right-click anywhere inside the Steps pane.
- Add a Step: Adds a step to the process. More options are available when a Repeat or a Condition step is selected:
- Add Step in Repeat: Adds a step to a Repeat loop.
- Add Step in True: Adds a step to the True branch of a condition step.
- Add Step in False: Adds a step under the False branch of a condition step.
- Add Multiple Conditions Step: Adds a Multiple Conditions step.
-
- Add Case Step: Adds a Case condition under the selected Multiple Conditions step.
- Ignore Step: Click to set
the step to be ignored (aka disabled). Disabled steps are grayed and do not run, neither
in the nor when the data mapping configuration
is executed in Workflow. However, they can still be modified normally.
- Delete Step: To remove a step, right-click on it and select Delete step from the contextual menu or use the Delete button in the Toolbar. If the step to be deleted is Repeat or Condition, all steps under it will also be deleted.
- Copy/Paste Step: To copy a step, right-click on it and select Copy Step or use the button in the Toolbar. If the step is Repeat or Condition, all steps under it will also be placed in the clipboard. To paste the copied step at its destination, right-click the step in the position before the desired location and select Paste Step, or use the button in the Toolbar.
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