Creating Subscriptions

You create a subscription by navigating to the target viewpoint and selecting the source viewpoint to subscribe to. When a change is committed in the source viewpoint, requests are generated to perform the same change in the target viewpoints.

Best Practice

When you create a node type converter, it is a best practice to convert a source node type to a single node type in the target viewpoint. If you convert a source node type to multiple target node types, the subscription request could become ambiguous and the record may be skipped.

Tip:

After you create a subscription, use the Lineage tab in the viewpoint inspector to visualize the subscriptions that your viewpoint is the source and target of. See Viewing Viewpoint Lineage.

Subscription Prerequisites

These conditions must be met in order to be able to create a subscription:

• The source and target viewpoints both must have an Active status.

• The subscription creator and the default and alternate assignees must have sufficient permissions and data access. See Security for Requests.

• If the source and target viewpoints both have a hierarchy type node set, the two hierarchy sets must be different, and the two viewpoints must have at least one equivalent node type between them. That is, the source and the target viewpoints must have the same node type in the same application, or else a node type converter must be set up to convert the source node type to the target node type.

• If the source viewpoint has a list type node set and the target viewpoint has a hierarchy type node set, the two viewpoints must have at least one equivalent node type between them. That is, the source and the target viewpoints must have the same node type in the same application, or else a node type converter must be set up to convert the source node type to the target node type.

• If the source and target viewpoints both have a list type node set or if the source has a hierarchy type node set and the target has a list type node set, the two viewpoints must have at least one different node type and a node type converter must be set up to convert the source node type to the target node type.

Considerations

• For subscription actions that add or insert nodes where the source viewpoint has a list type node set and the target viewpoint has a hierarchy type node set, the value of the parent in the hierarchy viewpoint can be determined in a few ways:
  • You can select a node level property in the source viewpoint to specify the parent of the node in the target viewpoint. The source property for the target parent must be configured on the subscription. See Specifying Source Properties for Target Parents.
  • An administrator can define an expression to calculate the parent value. See Calculated and Stored Properties
• For subscriptions with calculated node names, the node names are calculated in the source viewpoint and the resulting names are passed to the target viewpoints. If you want to calculate the names in the target viewpoint, you must set up a property transformation in the node type converter to transform the name property into a blank value or one of the calculated name keywords. See Calculated Names and Subscriptions.
• Parent transformations in node type converters are run for top nodes in source hierarchy viewpoints when request items for a subscription request are generated. This enables top nodes which were added in a source viewpoint to be placed under a different parent in a target hierarchy viewpoint.
• For target nodes that use name transformations, if the target node is linked to the source node, the target nodes can be Removed or Deleted from the target viewpoints by using the node link information to identify the target nodes.

  Note:

  Node links are established when nodes are synchronized using subscriptions, when creating request items from a compare, or when nodes are matched and merged (see About Node Links). If there are nodes in the target viewpoint with name transformations that are not linked to source nodes (for example, they were not created or updated from the source viewpoint with a subscription), then they cannot be Removed or Deleted from a target viewpoint using a subscription.

• If your target viewpoint name has more than 30 characters, you must create a label that has 30 characters or less. The label is used instead of the viewpoint name in the subscription request file. See Inspecting a Viewpoint.

• You cannot create subscriptions with time labeled viewpoints as either the source or target viewpoint.

Creating a Subscription

A target viewpoint can subscribe to multiple source viewpoints. To create a subscription:

1. From Views, open the view that contains the target viewpoint.

2. Select the target viewpoint.

3. Place your cursor to the right of the viewpoint name, click , and then select Inspect.

4. Select the Subscriptions tab, and then click Create.

5. In the Create Subscriptions dialog box, perform these actions:

   1. Select the source viewpoint that you want to subscribe to.

      Note:

      Only the viewpoints that match the conditions in Subscription Prerequisites are displayed for selection.

   2. Optional: Enter a name and description for the subscription. By default, the subscription name is "{Source View Name} | {Source Viewpoint Name}".
   3. Click Create.

After you click Create, the subscription is displayed in the Subscription Inspector. From here, you can edit the subscription settings. See Editing Subscriptions.