Setup a Basic Flow : ECGrid Support

Document how to create a basic flow of receiving a document from ECGrid VAN to mapping out a generic text report. Use the 850 4010 to generic purchase order text report as an example.

Creating flows

Go to the Flows page.
Click on the button Add Flow.

The "Add Flow" sheet will show up. Then you can add the flow name (required) and description (optional).

After saving flow information, the "Flow Configuration" will appear.

Click the button Add Trigger.

Select Action, Document Type, Connection.
- Action: Select the source where the system will receive documents.
- Document Type: The type of document that the system will receive.
- Connection: The connection that is related to Action.
Click button Next to continue.
Setup Condition for received documents.
- Condition: Condition to filter the incoming data of documents.

In Condition Setup, we provide some operators (2) to check data in the Left Expression (1), which is get value of the coming document by xpath and Right Expression (3) to store value to compare with Left Expression. The Right Expression can be hardcode value or can be get by xpath from coming documents.
In case you don't need to filter incoming documents, you can click button Next to continue.
The last step for the trigger is Partner Setup.
By clicking the Add Partner button, the partners that you added to Connected Partners page will appear. Otherwise, please click the button Finish to end up set up for the Trigger.
If the documents are related to partners, you can select partners here.
Next step, click the button + to add Action to do next with incoming documents.
At this step, you can select Action to decide what to do with the incoming documents and select Document Type for the output.
Click button Next to continue.
Like the Trigger, we also support check Condition for Action.
Click button Finish to end up with Flow Configuration.