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Version: 6.18 (draft)

Contact content output

This plug-in can be used in transformations to import comments and attachments for contacts into ConSol CM.

The following settings are available:

  • Step name: Specify the name of the transformation step. The default name is the name of the plug-in.

  • Content type: Specify whether you want to import comments or attachments.

  • Contact ID: Specify the name of the field which contains the ID of the contact retrieved in the previous transformation steps (see Contact ID lookup plug-in).

  • User: Specify how the user who is the set as the comment or attachment author is identified. In the first drop-down field, select whether the user should be found by login or by ID. Select the field which contains the user name or ID in the second drop-down list.

warning

If the selected user does not exists, the entry is created with the administrator user as the author.

  • Creation date: Select the field from the previous transformation step which contains the date when the comment was added.
warning

A field with data type date must be selected here. If it is not specified, the entry is created with the current date.

  • Batch size: Specify how much data should be imported in one step.

The following settings are available for comments:

  • Comment: Select the field from the previous transformation step which contains the comment to add.

The following settings are available for attachments:

  • File: Specify how the attachment is available. Select Path in the first drop-down field if the attachment is available as file. In this case, you need to specify the path to the file in the second drop-down menu. Select Binaryif the attachment is available directly from within the field from the previous transformation step selected in the second drop-down field.

  • Send as stream: Select this checkbox if the attachment file is sent as a stream. If this option is not selected, the path to the file is sent to the server and then there is the attempt to open the stream. The file path to the local file is needed. This option is available only if Path is selected.

  • Delete afterwards: Select this checkbox to delete the file after the transfer. This option is available only if Path is selected.

  • File name: Select the field from the previous transformation step which contains the file name of the attachment.

  • Mime type: Select the field from the previous transformation step which contains the mime type of the attachment. This setting is optional.

  • Description: Select the field from the previous transformation step which contains the description of the attachment file. This setting is optional.