Automator Visual Process

Hi Janet,

You should be able to resolve this by using an input mask on 'renamed email file' that will only pick up the renamed files. SBA*.xlsx, for example.

However, I believe there is also a potential timing issue. As you have it, both branches will run concurrently and the second part with the email/delete may try and run before the file has been renamed.  If you have an old copy of the renamed file that you are overwriting, the old version could be sent. I assume this is unlikely with a date stamp, but it might be confusing or hide an issue in the testing stage.

You can force the second branch to wait by adding a workflow line.

 

With this additional line, the second branch will not run until the rename is complete.

In this example, the following settings are used:

Original File : *.xlsx

Rename File : To SBA_ &[mm]&[dd]&[yyyy].xlsx

New File : SBA*.xlsx

 

Regards,

Steve.

------------------------------
Steve Caiels
Professional Services
Altair
------------------------------
-------------------------------------------
Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Hi Janet,

You should be able to resolve this by using an input mask on 'renamed email file' that will only pick up the renamed files. SBA*.xlsx, for example.

However, I believe there is also a potential timing issue. As you have it, both branches will run concurrently and the second part with the email/delete may try and run before the file has been renamed.  If you have an old copy of the renamed file that you are overwriting, the old version could be sent. I assume this is unlikely with a date stamp, but it might be confusing or hide an issue in the testing stage.

You can force the second branch to wait by adding a workflow line.

 

With this additional line, the second branch will not run until the rename is complete.

In this example, the following settings are used:

Original File : *.xlsx

Rename File : To SBA_ &[mm]&[dd]&[yyyy].xlsx

New File : SBA*.xlsx

 

Regards,

Steve.

------------------------------
Steve Caiels
Professional Services
Altair
------------------------------
-------------------------------------------
Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

I can't remember, but "New File" may need to exist for this to work.  In the old datapump days, all inputs had to exist before a process would kick off.  Even though the "new file" will exist by the time it gets to "Email new name", when the process entire process kicks off it does not and may prevent the process from successfully running.

------------------------------
Chris Porthouse
Senior Implementation & Integration Engineer
Altair
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 05:10 AM
From: Steve Caiels
Subject: Automator Visual Process

Hi Janet,

You should be able to resolve this by using an input mask on 'renamed email file' that will only pick up the renamed files. SBA*.xlsx, for example.

However, I believe there is also a potential timing issue. As you have it, both branches will run concurrently and the second part with the email/delete may try and run before the file has been renamed.  If you have an old copy of the renamed file that you are overwriting, the old version could be sent. I assume this is unlikely with a date stamp, but it might be confusing or hide an issue in the testing stage.

You can force the second branch to wait by adding a workflow line.

 

With this additional line, the second branch will not run until the rename is complete.

In this example, the following settings are used:

Original File : *.xlsx

Rename File : To SBA_ &[mm]&[dd]&[yyyy].xlsx

New File : SBA*.xlsx

 

Regards,

Steve.

------------------------------
Steve Caiels
Professional Services
Altair
------------------------------

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.
Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Hi Janet,

You should be able to resolve this by using an input mask on 'renamed email file' that will only pick up the renamed files. SBA*.xlsx, for example.

However, I believe there is also a potential timing issue. As you have it, both branches will run concurrently and the second part with the email/delete may try and run before the file has been renamed.  If you have an old copy of the renamed file that you are overwriting, the old version could be sent. I assume this is unlikely with a date stamp, but it might be confusing or hide an issue in the testing stage.

You can force the second branch to wait by adding a workflow line.

 

With this additional line, the second branch will not run until the rename is complete.

In this example, the following settings are used:

Original File : *.xlsx

Rename File : To SBA_ &[mm]&[dd]&[yyyy].xlsx

New File : SBA*.xlsx

 

Regards,

Steve.

------------------------------
Steve Caiels
Professional Services
Altair
------------------------------
-------------------------------------------
Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Steve, this solution worked. Thanks!

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 05:10 AM
From: Steve Caiels
Subject: Automator Visual Process

Hi Janet,

You should be able to resolve this by using an input mask on 'renamed email file' that will only pick up the renamed files. SBA*.xlsx, for example.

However, I believe there is also a potential timing issue. As you have it, both branches will run concurrently and the second part with the email/delete may try and run before the file has been renamed.  If you have an old copy of the renamed file that you are overwriting, the old version could be sent. I assume this is unlikely with a date stamp, but it might be confusing or hide an issue in the testing stage.

You can force the second branch to wait by adding a workflow line.

 

With this additional line, the second branch will not run until the rename is complete.

In this example, the following settings are used:

Original File : *.xlsx

Rename File : To SBA_ &[mm]&[dd]&[yyyy].xlsx

New File : SBA*.xlsx

 

Regards,

Steve.

------------------------------
Steve Caiels
Professional Services
Altair
------------------------------

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.

Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Mo, I find this approach interesting in that I can get rid of the original file in a "move".  I run into a problem with the email distribution.  It will  not allow me to attach the renamed file.

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 08:06 AM
From: Mahmoud Abdolrahim
Subject: Automator Visual Process

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.
Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Mo, I find this approach interesting in that I can get rid of the original file in a "move".  I run into a problem with the email distribution.  It will  not allow me to attach the renamed file.

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 08:06 AM
From: Mahmoud Abdolrahim
Subject: Automator Visual Process

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.

Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Hi Janet,
My first Visual Process flow diagram wasn't correct.  I realized later that you want to email a copy of the input file.
I did not have time and test the Visual Process (it pays off to test).  As you mentioned Steve method worked fine.
I reworked the process which is similar to Steve, except I added a hub between copy and email+delete objects.

Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 02:46 PM
From: Janet Grimsley
Subject: Automator Visual Process

Mo, I find this approach interesting in that I can get rid of the original file in a "move".  I run into a problem with the email distribution.  It will  not allow me to attach the renamed file.

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------

Original Message:
Sent: 04-29-2020 08:06 AM
From: Mahmoud Abdolrahim
Subject: Automator Visual Process

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.
Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

Hi Janet,
My first Visual Process flow diagram wasn't correct.  I realized later that you want to email a copy of the input file.
I did not have time and test the Visual Process (it pays off to test).  As you mentioned Steve method worked fine.
I reworked the process which is similar to Steve, except I added a hub between copy and email+delete objects.

Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 02:46 PM
From: Janet Grimsley
Subject: Automator Visual Process

Mo, I find this approach interesting in that I can get rid of the original file in a "move".  I run into a problem with the email distribution.  It will  not allow me to attach the renamed file.

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------

Original Message:
Sent: 04-29-2020 08:06 AM
From: Mahmoud Abdolrahim
Subject: Automator Visual Process

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.

Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"

My final process looks like this.  Had to add another connector to the Delete Distribution.  Thanks to you and Steve!



------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
-------------------------------------------
Original Message:
Sent: 04-29-2020 06:07 PM
From: Mahmoud Abdolrahim
Subject: Automator Visual Process

Hi Janet,
My first Visual Process flow diagram wasn't correct.  I realized later that you want to email a copy of the input file.
I did not have time and test the Visual Process (it pays off to test).  As you mentioned Steve method worked fine.
I reworked the process which is similar to Steve, except I added a hub between copy and email+delete objects.

Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------

Original Message:
Sent: 04-29-2020 02:46 PM
From: Janet Grimsley
Subject: Automator Visual Process

Mo, I find this approach interesting in that I can get rid of the original file in a "move".  I run into a problem with the email distribution.  It will  not allow me to attach the renamed file.

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215

Original Message:
Sent: 04-29-2020 08:06 AM
From: Mahmoud Abdolrahim
Subject: Automator Visual Process

Hi Janet,
Please see the following Visual Process flow to delete the input file.  I used Database Input object, but file input can also be used, since you are not exporting data.
Regards
Mo

------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840

Original Message:
Sent: 04-28-2020 09:21 AM
From: Janet Grimsley
Subject: Automator Visual Process

Having a little trouble adding a "delete file" as the final step in this very simple visual process in Automator.

• Input file:    \\TFBDATAWATCH\Input\IB54.XLS.BANK.XYZ_SBA_PPP_Loans.xlsx
• Rename to output file:    \\TFBDATAWATCH\DATAWATCH\OUTPUT\SBA PPP Loans &[mm]&[dd]&[yyyy]
• Email:  SBA PPP Loans 04282020.xlsx
• Delete SBA PPP Loans 04282020.xlsx

------------------------------
Janet Grimsley
VP, Business Intelligence
The Fauquier Bank
Warrenton VA
(540) 349-0215
------------------------------
"