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Define Multiple Row Handling

Use the Row Definition dialog box to define how to select a field when it exists in multiple rows. The Row Definition dialog box appears when you map a field in a flat file (fixed or delimited) where you set a subordinate record to MaxOccurs = *. In these cases, you specify which row to use, or identify which rows represent a valid occurrence of the record and create a new row in the table.

Note: Only define automatic row creation criteria for one field within the record. The Row Definition dialog box only appears for the first field you map.

To define multiple row handling

  1. In the Navigation pane, click Clients.

Clients pane

  1. In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.

General tab

  1. Click the Import Files tab and then click the New Business, Financial Transactions, Maintenance, or Final Recall tab, depending on the import file type.

Import Files tab

  1. Click Modify File Mapping. The Data Translator window appears.

Data Translator window

  1. Click the Mapping tab.

Data Translator window

  1. In the Destination pane, expand a table (for example, Debtors) and then expand a record (for example, 0).

  2. In the Source pane, drag a source field to a destination field in the Destination pane. The following example creates a note record for rows in a flat file. This file can contain multiple rows for the Notes2 record for each account. The criterion creates a record for Notes2 rows that have data in the Description field.

Map Description field

After mapping a field that exists in multiple rows, the Row Definition dialog box appears.

Row Definition dialog box

By Row Number: If selected, Exchange Manager selects the field based on the specified row number.

By Column Value: If selected, Exchange Manager selects the field based on the specified field and its specified value.

For Each Row: If selected, Exchange Manager creates rows dynamically based on the number of rows and the data in the row. The blank box represents a WHERE clause. You can use it to verify that data exists in the row before creating a record (<> ""). You can also specify a qualifier in the WHERE clause box. For example, "Seq < 5" tells Exchange Manager to add as records all rows containing a number less than 5 in the Seq field.

  1. Complete the information and then click OK.