Working with data processes

The Data Processes workspace displays the NexJ CRM and generic processes that you created. They are displayed in a data table, on either the CRM Publishing or the Generic Publishing tab.

When you create a process, snapshot mode is enabled by default. The Export Count column in the data table displays the estimated number of records that will be exported when you publish a snapshot for each process. In addition to the default data table actions such as sorting the table, creating a new process, or deleting a process, you can use the table to perform actions that are specific to data publishing processes. Hovering over a data table row reveals the following commands:

• Publish a snapshot by selecting Publish Snapshot, and selecting the snapshot enabled publishing target. For more information, see Managing publishing targets. A message will display asking you to confirm that you want to export the specified number of records.

  

  The JSON files that are generated from snapshots that use the File (JSON) publishing target have a .json extension and the file encoding uses UTF-8.

• Export the definition for a publishing process by selecting Export Definition.

  

  You can edit or delete views that you created. You can only view, export, or clone views created by other users

• Refresh the Export Count column data by selecting Refresh.

Process Builder

Use the Process Builder to define a process on the Create Process page or edit a process. Launch the Process Builder by clicking the Add Process button 

The Process Builder consists of the following:

• A Create Process selection dialog where you can select subject areas, and Blank <Subject Area> Process to open the Create Process page.

• A Create Process page that contains:

  • A banner where you can add the process name and description.

  • A process settings pane on the left-hand side with the following tabs:

    • Data Selection
      Select the required fields and filters for your process. For more information, see Creating processes.

    • Publishing Options
      Select the required streaming publishing, snapshot publishing, and schedule options, and provide the required Kafka topic name for a process. You can also configure a custom header for publishing event streaming updates to an HTTP URL, and add publishing targets to a process. For more information, see Creating processes.

  • A process data pane on the right-hand side that displays a preview of the raw process data in the Data tab and the message data formatted in JSON in the Message tab. These previews refresh in real time as you modify your process settings. Display additional columns using the chevron buttons . Some collections provide links to associated records on the applicable NexJ CRM workspace. For more information about collections, see Viewing fields of a collection.

You can perform the following actions from the Create Process page:

• Save the process by clicking the Save button . The Process Details page displays.

• Cancel creation of the report by clicking the Cancel button

  

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• Edit a process and revert your changes by clicking the Revert button

  

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Process Details

While the Process Builder displays a preview of your process data, the Process Details page displays the current full data for a selected process. Launch the Process Details page by clicking on a process in the processes data table.

For more information about the actions you can perform on the Process Details page, see Viewing definitions.

Process fields

Fields are the basic building blocks for processes. Each field represents an attribute that you can include in the process.

You can select fields in the Data Selection tab on the Create Process page. Conduct a direct search for fields by entering the field name in the Add Fields text search field, or clicking the Select button 

If you select a collection field in the Add fields dialog (for example, the Activities field for a Contacts process), and expand the field to select related fields (for example, Activity End Time or Activity Start Time), the process displays the fields of the collection grouped by the subject area (for example, the interactions grouped by contacts). In processes, collection fields can be identified by their default fields. The default field is displayed in processes to represent the selected collection whether the default field is selected or not (for example, the default field for the Activities collection is the Description field). 

Selected fields and default fields of selected collections display as columns in the Data tab in the process data pane. The columns refresh in real time as you add, remove, or modify fields. You can reorder the fields using drag-and-drop in the Fields section in the process settings pane.

After you add a field, you can apply filters to include or exclude specific records from the process. For some fields, multiple selection dialogs are available, where you can select specific values to include or exclude. For other fields, you can use operators, such as equals, contains, greater than, less than, between, unspecified, and so on, to define the filter. For more information about operators supported by Data Bridge, see Using operators.

The maximum number of fields that you can add to a process is 200.