This page describes how to create an Upload Data Request and how to prepare an onboarding.
Upload Data Request
Upload Data Requests can be used to request data from someone, and receive an email notification when the recipient uploads the requested file. The recipient also receives an email when a new Upload Data Request is created.
After the file is uploaded the prepare onboarding page is opened, where the recipient can start a new onboarding by using the uploaded file as input.
An Upload Data Request is created automatically when a user is invited for a new collaboration, see Benutzer für Datenaustausch einladen
Also, it is possible to create an Upload Data Request manually by selecting a folder on the Data View and clicking on the Request Data button:
The following form needs to be filled in:
Prepare an onboarding
Onboarding can be started in the App to process an input file, like a product catalogue file.
We have three different ways to prepare an onboarding:
Upload a file from the Home page
Select an existing file on the Data View and click on the
Onboardbutton
Solve an Upload Data Request
Double click on the Upload Data Request under the My Work section
Upload a file
After a file is selected an onboarding can be started by following the steps:
In the first step,
Share Data, upload a file, select the content type, the data provider and the target location
In the second step,
Confirm Format, check if the right file is uploaded and it is loaded correctly. If you need it, please fix the file format and reload the file.
In the third step,
Gather Information, specify the mandatory standard attributes.
In the last step,
Start Onboarding, verify the inputs and click on the buttonStartto start a new onboarding. A new Job is created and you will receive an email when the processing is finished which will contain the following steps. Also need to state how it continues, e.g. iterations where feedback tasks are generated, you give feedback, you press on Apply Feedback, and once you are happy, you approve the job. Maybe link to related articles as well.
