Read XML activity

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


Read XML activity

Configure the Read XML activity

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

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Document tab.

    Document tab
  3. On the Document tab, drag the Read XML activity onto your process.

    Read XML activity

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location of your XML code snippet to map the values in your process schema.
  4. Click XML Reader Template Configuration XML Reader Template Configuration icon.
  5. Complete the fields on the XML Reader Template Configuration screen.

    For more information, refer to Read a XML File.

  6. Click XML Reader Schema Configuration XML Reader Schema Configuration icon.
  7. Complete the fields on the XML Reader Schema Configuration screen.
  8. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic settings for the Read XML activity.

Figure: General Configuration screen

General Configuration screen

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

Source Repository

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

Figure: Source Repository screen

Source Repository screen

Fields

Field Name Definition

Amazon S3 Amazon S3 icon

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 Box icon

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 Dropbox icon

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 File System icon

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 FTP icon

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 Google Drive icon

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 NetSuite icon

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 OneDrive icon

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 OneDrive For Business icon

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 Salesforce icon

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 SFTP icon

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 SharePoint icon

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.

Figure: XML Reader Template Configuration screen

XML Reader Template Configuration screen

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.

Figure: XML Reader Schema Configuration screen

XML Reader Schema Configuration screen

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:

AutoMap

Function:
Maps all fields in the data source and the process schema that have the same name.

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

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.

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.