About the Snapshot process in interactive flowcharts
The Snapshot process in interactive flowcharts fills the same purpose of Snapshot processes in batch flowcharts, to capture a list of IDs and associated data, and export them to a table. The interactive flowchart Snapshot process contains a subset of the batch flowchart Snapshot process. You can save to a table only. You also cannot order or skip duplicate entries in the table, however, since interactive flowcharts only handle one record at a time, these features are not necessary.
Snapshot and data formats
When saving to an existing table from the Snapshot process, Interact saves data as described in the following table.
defaultDateFormat configuration property
defaultDateFormat configuration property
When writing to a table that does not already exist, the Interact runtime environment dynamically creates a table using default data types. You can override these default data types by creating a table of alternate data types. For details, see the Interact Administrator's Guide.
To configure the Snapshot process
To configure the Snapshot process
1.
In an interactive flowchart in Edit mode, add a Snapshot process to the flowchart workspace.
2.
Data manipulation processes include Decision, Interaction, Sample, or Select.
3.
4.
All output cells from any process connected to the Snapshot process are listed in the drop-down list. To use more than one source cell, select the Multiple Cells option. If more than one source cell is selected, the same snapshot actions are performed on each source cell.
5.
If a table does not exist, select New Mapped Table and follow the instructions for creating a new table in the Campaign Administrator’s Guide.
6.
a.
Append to Existing Data—append the new information to the end of the table. This is the recommended method for database tables.
b.
Replace All Records—remove any existing data from the table, and replace it with the new information.
c.
Update Records—all fields specified for snapshot are updated with the values from the current run of the process.
7.
a.
The fields in the table appear in the Export Fields list under the Table Field column. You can automatically find matching fields by clicking Match>>. Fields with exact matches for the table field names are automatically added to the Export Fields list. If there are multiple matching fields, the first match is taken.
b.
a.
You can select multiple fields at one time using Ctrl+Click or a contiguous range of fields using Shift+Click.
b.
Move selected fields to the Fields to Snapshot list by clicking Add>>.
c.
d.
8.
The name appears on the process in the flowchart. The notes appear when you mouse over the process in a flowchart.
9.
The process is configured and appears enabled in the flowchart.