You can define a data page to save data to a system of record by using save plans. By
using save plans, you can save the updated information after without an activity. For example
you can use a data page in a step in your process to edit a customer’s address by referencing
the data page from the step and listing it as a data page to save on the flow
action.
The two save plans that are available are Database save and
Activity. Select the Database save option when
you configured the savable data page to maintain transactionality when the data is saved. It
is not guaranteed that transactionality is maintained if you select the
Activity save plan option.
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After you create a data page, open the Defintion tab in the
data page rule form.
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In the
Structure
field, select how you want the data in
the data page to be structured.
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In the
Object type
field, enter or select the class that
the data page applies to.
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In the
Edit mode
field, select
Savable.
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In the
Scope
field, select the scope through which the
data page can be accessed.
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Complete the fields in the
Data sources
section: to
identify the source of the data to populate the data page.
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In the
System name
field, enter the name of the
system that is associated with the data source.
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In the Source field, select the type of source that the
data comes from.
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To process the data after it loaded, in the Post load
processing field, enter or select the name of an activity to process the
loaded data.
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In the Save type field, select the plan that you want to save
the data with.
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If you selected Database save,
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In the Class name field, enter or select the class whose
data you want to persist.
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If the class in the Class name field is different than the
class of the data page, in the Data Transform field, click the
rule opener icon to create a Data Transform using a template. This data transform maps
the data page class to the Class name field.
- Optional:
In the Validate rule field, enter or select a validate
rule.
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If you selected Activity, in the Activity
name field, enter or select the name of the activity to use to save the
data. You can use this option to create logic to persist data to any system, such as a
REST service.
Note: If you use an activity save plan instead of a database save plan, you must customize
the WriteNow Boolean parameter that is passed to the activity to
be true if you want to save the data in a separate transaction and false if you want to
save the data in a single transaction.
- Optional:
Click +Add save option to create another save option for this
data page.
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Click Save.
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Choose one of the following ways to use the savable data page in your
application: