To configure the Snapshot process
1.
In an interactive flowchart in Edit mode, add a Snapshot process to the flowchart workspace.
2.
Provide input to the Snapshot process by connecting it to one or more data manipulation processes.
Data manipulation processes include Decision, Interaction, Sample, or Select.
3.
Double-click the Snapshot process.
4.
Select one or more source cells from the Input drop-down list.
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.
Select a table from the Export to list.
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.
Select an option to specify how updates to the output table are handled:
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.
Specify the fields that are written out by the Snapshot process.
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.
You can manually select the fields to include.
a.
Select the fields that you want to include in your output from the Candidate Fields list.
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.
You can manually modify the pairings by clicking <<Remove or Add>>.
d.
If desired, re-order the fields in the Fields to Snapshot list by selecting a field and clicking Up1 or Down1 to move it up or down in the list.
8.
(Optional) Click the General tab to add a name and notes to the process or to configure the Output Cell name or Cell Code.
The name appears on the process in the flowchart. The notes appear when you mouse over the process in a flowchart.
9.
Click OK.
The process is configured and appears enabled in the flowchart.
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