Read a XML File

To map data from a XML code snippet to your process schema, do the procedure in this topic.

Figure: XML Reader Template Configuration screen

XML Reader Template Configuration screen
Figure: XML Reader Schema Configuration screen

XML Reader Schema Configuration screen

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. Do one of these:
    • Add an activity:
      1. In Process Builder, in the Activity Library, open the Document tab.

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

        Read XML activity
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.
  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. On the XML Reader Template Configuration screen, complete these fields as necessary.
    Field NameDefinition

    XML Source

    Description:
    Specifies the XML code snippet to connect to your process.
    Allowed Values:
    A valid XML code snippet.
    Default Value:
    None
    Accepts Variables:
    Yes

    Load

    Description:
    Runs the XML code to get data from the external service.
    To Open this Field:
    • On the XML Reader Selection Configuration screen, select Read XML Runtime Payload From Source Repository.
  6. Click XML Reader Schema Configuration XML Reader Schema Configuration icon.
  7. On the XML Reader Template Configuration screen, complete this field as necessary.
    Field NameDefinition

    Mapping Schema

    Description:
    Connects the schemas to your process schema.

    The source and the destination schemas show in a tree view in the left and right panes.

    Allowed 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:
  8. (Optional) Complete these fields as necessary.
    Field NameDefinition

    AutoMap

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

    Reset

    Function:
    Deletes all connections that have been made in the Schema Mapper for this activity.

    Data Conversion

    Description:
    Specifies the data conversion between the source and the destination schema fields.
    Allowed 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:

    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:

    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 JSON code to connect the data again.
  9. (Optional) Click Advanced Advanced icon > Email Notifications E-mail Notifications icon.

    For more information, refer to Email Notifications screen (Process Activities).