Initiating Requests

There are two steps involved in loading data using this process: creating the request type and the request.

Creating Request Types

  1. Navigate to Admin, select General, select Request Type, and then select Add. The Select Business Object screen opens.

  2. Select the request type business object that corresponds to your request type (“Online Loader Request Type” or “Batch Loader Request Type”) from the Request Type Business Object drop-down list and click OK. The Online Request Type or Batch Request Type screen opens (based on the business object selected).

  3. Enter a code and meaningful description for the request type in the Request Type and Description fields. For example, "Online Loader Request Type" or "Batch Loader Request Type".

  4. Enter a Detailed Description (optional).

  5. For request types based on the Batch Loader Request Type business object, specify whether or not the contents from the attachment record will be deleted once the upload is finished (Yes or No) in the Deleted Attachment Upon Finish drop-down list.

  6. Click Save.

Creating Requests

Online Requests

  1. Navigate to Menu, select Tools, select Request, and then select Add. The Select Type screen opens.

  2. Select your online loader request type and then click OK. The Online Loader Request screen opens.

  3. Select the business object for your loader in the Business Object field.

  4. Select your CSV file to upload or enter the data directly into the Data section and then click Save. Note: If examples of online requests are already available in your system, search for the appropriate request, click Edit, and either use the existing data if it applies, or click CSV File To Upload to upload your already formatted and populated CSV file. You can also click Download To CSV File and manually populate the data into the file and then click CSV File To Upload to upload the file. Your request will open in the Request zone in the "Created" state.

  5. Click Load Data in the Record Actions section to submit the request. If successful, the status of the request will be "Loaded". Check the Request Log for requests that do not transition to a “Loaded” status. You will need to click Back to Created to reset the request back to the "Created" status and click Edit to fix the issue before resubmitting the request.

Batch Requests

  1. Navigate to Menu, select Tools, select Request, and then select Add. The Select Type screen opens.

  2. Select your batch loader request type and then click OK. The Batch Loader Request screen opens.

  3. Select an external system from the External System drop-down list.

  4. Select the business object for your loader in the Business Object field.

  5. Enter a commit frequency in the Commit Frequency field.

  6. Enter the File Name or search for and select the Attachment that should be in the request and click Save. 

  • For Batch File Upload — The Filename is specified in the request. Comma delimited files should uploaded to or available on the server. Run the W1-GBUPL batch job to create the sync request. Parameter File Name and File Path should match the file name and path of the file. Once the job has ended and the request is loaded, run the F1-SYSRQ batch job to process the created sync request.

  • For Batch Attachment Upload — The Attachment ID is specified in the request. Comma delimited file is uploaded as an attachment. Run the W1-GAUPL batch job to create the sync request. Parameter Request ID should match the created request. Once the job has ended and the request is loaded, run the F1-SYSRQ batch job to process the created sync request.

  • Use the following parameters when running the F1–SYSRQ batch job:

    • Maintenance Object: F1–SYNCREQIN

    • Restrict by Batch Code: True

    • Restrict by Business Object: W1–GenericDataLoaderSync

    • Restrict by Status Code: PENDING