Export scenario creation

You create export scenarios in the window. The creation of the export scenario consists of the following general steps:

1. Analysing the sequence of actions in the window for data export

   Before you start creating an export scenario in the Manage export scenarios (SM207025) window, you create a data provider and learn how to retrieve the needed data records from the corresponding Visma Net window.

   If needed, you could use the same data provider for import and export of data in the same format.
   However, a data provider and the scenarios that use this provider share the same external data source.
   Therefore, if you do not want to confuse the input and output data sources, you should create separate data providers for importing and exporting data.

   Before you start creating a scenario, we strongly recommend that you try to retrieve the records of the exported data manually.
   Pay attention to the sequence of actions you perform: the order in which you specify values in the fields in the window, and the actions you perform.

2. Specifying scenario parameters

   You specify the following parameters of an export scenario: the name of the scenario, the Visma Net window that should be used for export, and the data provider and the object, which together specify the target data source.
   You can also specify other export scenario parameters that define the mode of export and the properties of the data resulting from the export.

3. Creating scenario mapping
   Mapping is the process of creating one-way relations between the fields of the Visma Net window and the fields of the external data source.
   To provide mapping for a particular field on an Visma Net window, you perform the following steps on the Mapping tab of the Schedule export scenarios (SM207035) window:
   1. In the Source object field, you specify the Visma Net object that includes the source field.
      An object represents a group of fields on an Visma Net window, such as a top part or a detail tab.
      (These are the same objects that are used in import scenario mapping.)
   2. In the Field/Action Name column, you select the appropriate internal field or action.
      An internal field is a field of the Visma Net object selected in the Source Object field.
      
   3. In the Target field/value column, you select the matching external field or type a formula the system will use to determine the value.
      An external field is a field of the object from the data provider specified in the scenario.

   You first map the key fields that identify the records you want to export.
   After you have mapped the key fields, you should map the other needed fields.

   You can deactivate some steps of a scenario by clearing the Active check box for the corresponding rows.

4. Configuring source restrictions

   To export only some records from the Visma Net database, you can configure source restrictions for an export scenario in the Manage export scenarios (SM207025) window.

After these steps have been performed, the scenario is ready and can be used for data processing.