Configure Relationships Manually for a Process based on an XML Template

Review the steps to create and transfer XML files.

A process based on an XML template must have links assigned to the view for different loops. These links are called relationships and are used to map values in parent views to values in child views.

Relationships between loops can be established manually, or Integrate can automatically determine relationships using the Auto Generate Database Objects feature.  Refer to Generate Database Objects Automatically for more information.

NOTE: Each loop must have a VIEW NAME and PRIMARY KEY COLUMN NAME before a relationship can be added to the loop.

NOTE: A process cannot be activated if the process is based on an XML template and relationships have not been established between the loops.

To add a relationship manually:

  1. Click Categories from Navigation pane.

  2. Click the Processes icon for a category.

  3. Click the Loops icon for a process based on an XML template.

  4. Click Relationships on Page toolbar.

    View the field descriptions for the Relationship Mapping page.

    NOTE: Each loop level must be linked to another loop as either a parent or a child in a relationship.  The first loop in the process template and the parent of all other loops in the process template displays at the top of list on the Relationship Mapping page, and is called Upload.

  5. Click the + icon below a loop level.

    View the field descriptions for the Process Template Loop View Relationships page

    NOTE: This action allows the user to create a parent child relationship between the loop level above the + icon and the loop level that is above it in the hierarchy (the parent loop called Upload). For example, The Relationship Mapping page displays the Upload loop. Underneath Upload, Loop 1.1 and Loop 1.2 display.  Clicking the plus icon beneath Loop 1.1 displays the Process Template Loop View Relationships page, where the user selects the column name for the parent Upload loop and the column name of the child Loop 1.1. This column name will link these loops together.

  6. Select a column name from Parent Column Name list box to set the parent relationship.

    NOTE: When Integrate generates the relationship automatically, it uses the value ID for the Parent Column Name. If the user manually sets a column as the Parent Column Name, this column must contain a unique value that can be mapped to a column in the child loop.  

  7. Select a column name from Child Column Name list box to set the child relationship.

    NOTE: When Integrate generates the relationship automatically, it uses the value ParentID for the Child Column Name. If the user sets a column as the Child Column Name, this column must contain a unique value that can be mapped to the Parent Column Name in the parent loop.  

  8. Click Save.

To edit a relationship on the Relationship Mapping page to accommodate changes to the XML template:

  1. Click Edit beneath the plus icon for a loop.
  2. Select an option from Parent Column Name list box.
  3. Select an option from Child Column Name list box.
  4. Click Save.