This example show how to add a master data business flow for the Role object to send role data from P6 to an excel file (.xlsx) using the File provider.
Prerequisites
You have: Gateway is set up with the following application deployments:
- configured Gateway with P6 and File deployments.
- named the P6 deployment as P6 deployment.
- named the File deployment supporting .xlsx format as File Deployment-File Path-xlsx.
- added a field mapping template for the Role object, Field Mapping Template for Role
Procedure
To create a field mapping template for the Role object:
- In the sidebar, select Flow Type and then select Master Data.
- Select Add...
- In the General step of the Business Flow wizard:
- Select P6 from the Source list.
- Select File from the Destination list.
- Enter the Business Flow Name, Send P6 Roles to File in xlsx Format.
- In the Mappings step:
- Select the Gateway Object Name, Role .
- Select the Field Mapping Name, Field Mapping Template for Role.
- In the Source App Parameters step, select Next.
- In the Destinations App Parameters step:
- In the File Name field, enter: Roles.xlsx.
- Select Default Generator from the File Generator list.
- In the Summary step, review your selections and select Save.
The Send P6 Roles to File in xlsx Format business flow is now available to run synchronizations between P6 and File providers.