Integrate

View and Configure Relationships for a Process Based on an RFC

>Review the steps in the process.

Each loop in a process template based on an RFC template must be linked to the Upload or Download loop through a relationship. The Auto Generate Database Objects feature creates these relationships, but they can also be edited.

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: If the VIEW NAME for a process template’s first loop is updated on the Process Template Loop page, Integrate updates relationships involving that loop with the new view name. Integrate updates relationships whether or not the process was created using the Auto Generate Database Objects feature.

To view relationships and configure them manually (if necessary):

  1. Click Relationships on the Page toolbar on the Process Template Loop page.

    NOTE: If the Auto Generate Database Object feature was used, in the column on the left, Integrate mapped each child loop to the Upload parent loop. Below the plus icon for each loop name, the blue and orange bar indicates that the Child ID has been mapped to the Parent ID (in this case the Upload loop).

  2. Click Edit for an Upload relationship.

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

    NOTE: The Parent Direction and Child Direction display Upload. The View Name for the Parent Upload is the view name generated for this loop by the Auto Generate Database Objects feature.  The View Name can be manually updated and saved on the Process Template Loop page. In this case, Integrate will update the View Name in the Parent Upload loop for the relationships.

  3. Select a column name from Parent Column Name list box to set a parent relationship if necessary.

    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. 

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

    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.  

  5. Navigate back to the Relationship Mapping page.

    NOTE: In the column on the right, Integrate also mapped each child loop with download fields to the Download parent loop  Below the plus icon for each loop name, the blue and orange bar indicates that the Child ID has been mapped to the Parent ID (in this case the Download loop). Integrate also sets a relationship between the Parent Upload loop and Parent Download loop. The Download loops (those loop that contain download fields) map to the Parent Upload loop through the Parent Download loop.  This way, each record uploaded via the Primary Upload loop will have one or many corresponding records in the download tables.

  6. Click Edit for a Download relationship.

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

    NOTE: The Parent Direction displays Upload. The Child Direction displays Download.

  7. Select a column name from Parent Column Name list box to set a parent relationship if necessary.

    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. 

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

    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.