REFER PREVIOUS STAGE

This option helps users access and reference data or stages from earlier integration processes, ensuring continuity and consistency in data management.

Pre-condition

The user should be logged in with valid credentials. A Dataset and MetaData should be created and linked to a Stage.

Permissions related to Refer Previous Stage

  • Can create ReferPreviousStage
  • Can Edit ReferPreviousStage
  • Can Delete ReferPreviousStage

Accessing "Create Refer Previous Data" Form

STEP 1: Click on "Data Setup".

Navigate to the Data Setup section in the system.

STEP 2: Click on the "Data Upload".

Click on Data Upload to open the data upload section.

STEP 3: Click on "Refer Previous Stage".

Click on Refer Previous Stage, located on the top right corner of the page.

STEP 4: Click on the "Create" Button.

Click the Create button to open the Create Refer Previous Stage form.

STEPS FOR REFER PREVIOUS STAGE

The Refer Previous Stage form will pop up.

REFER PREVIOUS STAGE FORM

Create Refer Previous Stage Form

STEP 5: Fill Out the Create Refer Previous Stage Form

  • Name: Provide the Name in the text field.
  • Dataset: Select the appropriate dataset from the dropdown menu. After selecting, the form will expand.
    • Dataset fields: The selected dataset fields will be listed.
    • Stage fields: Select the stage fields from the dropdown menu.
    • Is Tran ID: This is a toggle option. You can enable it if required.

REFER PREVIOUS STAGE DATASET

  • Stage: Select the required stage from the dropdown menu.
  • From Date: This field specifies the starting date of the date range.
  • To Date: This field specifies the ending date of the date range.
  • Allow Duplicates: When checked, this option allows for the duplication of entries.

STEP 6: Create or Cancel

  • Create: After filling in all necessary details, click the Create button to submit the form and create the upload.
  • Cancel: Click the Cancel button to cancel the upload process and clear the form.

View or Search Refer Previous Data

  • Search for a Referenced Data: If you need to search for specific data, use the search bar.
  • View Created Data: Once the data is created, it will be displayed in the window along with Dataset Name, Stage Name, From Date, and To Date.

REFER PREVIOUS STAGE SEARCH VIEW

Manage Refer Previous Data: Actions

REFER PREVIOUS STAGE ACTION

1. Delete

Click the Delete icon to remove the referenced data from the system.

2. Edit

Click the Edit icon to enable editing mode, then make the necessary changes. After editing, save the changes to update the information.

3. Upload History

Click the Clock icon to view the history for that specific data. REFER PREVIOUS STAGE ACTION