Steps pane

The Steps tab displays the data mapping workflow: the process that prepares and extracts data. The process contains multiple distinct steps and is run for each of the records in the source data. For more information about the steps and how to use them, please refer to Steps and Data mapping workflow.

Finding a step

To find a certain step in a large data mapping workflow, start typing the name of the step in the Find Step field at the top of the Steps pane, and press Enter. Use the buttons next to the number of search results to navigate through the matching steps.
Note that the search is case-insensitive.

Moving a step

To rearrange steps, simply drag & drop them somewhere else on the colored line in the Steps pane.
Alternatively you may right-click on a step and select Cut Step or use the Cut button in the Toolbar. If the step is Repeat or Condition, all steps inside it will also be placed on the clipboard. To place the step at its destination, right-click any step and select Paste Step, or use the Paste button in the toolbar. The pasted steps will be positioned below the selected step.

Viewing step details

Hovering over the task shows a tooltip that displays some of the details of that step. To see all details for a step, click on the step and take a look at the Step properties pane (Step properties pane).
Clicking on any Extract step in the Steps pane highlights any area in the Data Viewer from which it extracts data.
You can also click on the Preprocessor step to select all the steps in the workflow to show a complete map of all the extracted data.

Window controls

The following controls appear at the top of the Steps pane:

  • Zoom In (CTRL +) : Click to zoom in by increments of 10%

  • Zoom Out (CTRL -) : Click to zoom out by increments of 10%

Contextual menu

You can access the contextual menu using a right-click anywhere inside the Steps pane.

  • Add a Step: Adds a step to the process. More options are available when a Repeat or a Condition step is selected:

    • Add Step in Repeat: Adds a step to a Repeat loop.

    • Add Step in True: Adds a step to the True branch of a Condition step.

    • Add Step in False: Adds a step under the False branch of a Condition step.

    • Add Multiple Conditions Step: Adds a Multiple Conditions step.

    • Add Case Step: Adds a Case condition under the selected Multiple Conditions step.

  • Ignore Step/Reactivate Step: Click to set the step to be ignored (aka disabled) or to reactivate it. Disabled steps are grayed and do not run, neither in the DataMapper nor when the data mapping configuration is executed in Workflow. However, they can still be modified normally.

  • Delete Step: To remove a step, right-click on it and select Delete step from the contextual menu or use the Delete button in the Toolbar. If the step to be deleted is Repeat or Condition, all steps under it will also be deleted.

  • Copy/Paste Step: To copy a step, right-click on it and select Copy Step or use the button in the Toolbar. If the step is Repeat or Condition, all steps under it will also be placed in the clipboard. To paste the copied step at its destination, right-click the step in the position before the desired location and select Paste Step, or use the button in the Toolbar.