To create a business flow in Gateway:
- In the sidebar, select Flow Type and then select Master Data or Project Data.
- In the Business Flows tab select Add... or Edit....
- In the General step of the Business Flow wizard:
- Select the source application from the Source list.
- Select the destination application from the Destination list.
- In the Business Flow Name field, enter or edit the name for the business flow.
- (Optional) Select the Compare Flag check box if you want to send only those objects and fields to the destination application that have been added or updated since the last synchronization was run.
- (Optional) Select the Use Custom Steps check box if you have added the following types of custom steps:
- (On-premises only) Internal Java custom steps
- External Java custom steps using the Customization SDK
- Custom Steps using Gateway Scripting Language
If you subsequently choose to not use custom steps in your business flow, the following warning message displays when you deselect this option: Deselecting the Use Custom Steps option will remove all custom steps already included in the job run sequence. Select Cancel to include the Use Custom Steps option.
- In the Description field, enter a short explanation and use of the business flow.
Note: Select Next on each screen to advance to the next step.
- In the Mappings step:
- Select the Gateway Object Name and the Field-Mapping Name for each object to be supported in the business flow.
- In the Applied For field, select the type of action that will be performed for each object:
- Create: Creates new values
- Update: Updates existing values
- Both: Create and update values
Note: You can also add a new field-mapping template for a business object in the Customization tab, and then select it in the Mappings step.
- In the Source App Parameters step, select the source field values, if any, and the attributes of the source parameters.
- In the Destination App Parameters step, select the destination field values, and the attributes of the destination parameters.
- (Optional) In the Custom Steps step, select the custom steps that have been created.
- In the Summary step, review a summary of all the selections made in the previous steps:
- Expand each step title to review the selections made in that step.
- Select any of the following actions:
- Select Back to navigate to a specific step and make changes.
- Select Save.
The business flow can now be used in a synchronization.
Tip:
- When you name a business flow, use a name that will help you remember the type and direction of information in this flow. For example, Master Data Flow - P6 to Primavera Cloud.