Read XML activity

An activity that maps data from an XML code snippet to your process schema.

Configure the Read XML activity

To configure the Read XML activity, do the procedure in this topic.

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Document tab.
On the Document tab, drag the Read XML activity onto your process.

Procedure

Complete the fields on the General Configuration screen.
Click Source Configuration .
On the Source Repository screen, select the source location of your XML code snippet to map the values in your process schema.
Click XML Reader Template Configuration .
Complete the fields on the XML Reader Template Configuration screen.
For more information, refer to Read a XML File.
Click XML Reader Schema Configuration .
Complete the fields on the XML Reader Schema Configuration screen.
(Optional) Click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).

General Configuration

Specifies the basic settings for the Read XML activity.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name	Definition
Display Name	Function: Specifies the activity name that shows in your process. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text description for your activity. Accepted Values: More than one line of text. Default Value: None Accepts Process Data Variables: No

Field Name

Definition

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

Example:

This is a common configuration field that is used in many examples. Refer to:

Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:: Specifies an optional text description for your activity.
Accepted Values:: More than one line of text.
Default Value:: None
Accepts Process Data Variables:: No

Source Repository

Specifies the source location of your XML code snippet to map the values in your process schema.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > Amazon S3.
Box	Function: Specifies that Box is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > Box.
Dropbox	Function: Specifies that Dropbox is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > Dropbox.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > File System.
FTP	Function: Specifies that FTP is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > OneDrive for Business.
Salesforce	Function: Specifies that Salesforce is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the source location of your XML code snippet to map the values in your process schema. To select your file in the source location, complete the fields on Read XML > Source Repository > SharePoint.

XML Reader Template Configuration

Loads your XML code snippet to connect with your process.

Fields

Field Name	Definition
XML Source	Function: Specifies the XML code snippet to connect to your process. Accepted Values: A valid XML code snippet. Default Value: None Accepts Process Data Variables: Yes
Load	Function: Runs the XML code to get data from the external service.

XML Reader Schema Configuration

Maps the values in your XML code snippet to schema elements in your process.

Fields

Field Name	Definition
Mapping Schema	Function: Connects the schemas to your process schema. The source and the destination schemas show in a tree view in the left and right panes. Accepted Values: Read only - However, the drag and drop operations are supported to map the schemas. Drag a data node from the source schema pane to the destination schema pane: Green line - The data type of source and destination nodes matches. Blue line - The data type of source and destination nodes doesn't match. The data conversion is required to map the schemas. Red line - Specifies that the custom data conversion is required. Example: Refer to: (Example) Schema Mapper (Example) How Can I Map a Repeating Schema Element to Data Population? (Example) Create Zoom Meeting
AutoMap	Function: Maps all fields in the data source and the process schema that have the same name. Example: Refer to: (Example) Schema Mapper
Reset	Function: Deletes all connections that have been made in the Schema Mapper for this activity.
Data Conversion	Function: Specifies the data conversion between the source and the destination schema fields. Accepted Values: No Data Conversion Needed - The data type of the source schema elements matches the data type of the target schema elements, or no data type conversion is necessary. Default Conversion - The data type of the source schema elements does not match the data type of the target schema elements. This option uses a default conversion methodology. Custom Data Conversion - Uses a data conversion method you specify. If you specify a custom data conversion method, it must return the results in valid XML format. Default Value: No Data Conversion Needed Example: Refer to: (Example) Schema Mapper
Add	Opens this Screen: Custom Mapping screen Function of this Screen: Specifies custom C# code that can be used to map fields to an XML schema. Example: Refer to: (Example) Schema Mapper
Edit	Opens this Screen: Custom Mapping screen Function of this Screen: Specifies custom C# code that can be used to map fields to an XML schema.
Delete	Function: Deletes the selected custom data conversion from the list.
Reload	Function: Runs the XML code to connect the data again.