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**Delete Before Publishing**

  • Always use title casing for Heading formats 1 and 2.

  • Always use active voice.

  • Do not use "Please" anywhere in the document.

  • Screenshots

    • Always use the New Form UI.

    • Be optically similar. Max size corresponding gridline to 1000 px size, as in the style guide.

    • Do not capture Snap borders when showing configurations in the Examples section. You can add a border in the editor here.

    • See Image Style Guide for details.

  • Examples must always use first-person plural references. You can use the second-person if needed depending upon the example's content.

In this article

Table of Contents
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Overview

You can use this Snap to ...bulk export the data associated with a selected entity in Microsoft Dynamics 365 Finance and SCM.

Snap Type

The <Snap name> Dynamics 365 Finance and SCM Bulk Export Snap is a Read/Write/Parse/Transform/Flow/Format-type Snap that reads/fetches/writes/parses/executes/transforms/calls/creates… .

Prerequisites

  • Valid client ID.

  • A valid account with the required permissions.

...

  • .

Support for Ultra Pipelines

...

Works in Ultra Pipelines

...

...

Does not support Ultra Pipelines

Limitations

None.

Known Issues

None.

Snap Views

Type

Format

Number of Views

Examples of Upstream and Downstream Snaps

Description

Input 

Document

Binary

Binary or Document

  • Min: 0

  • Max: 1

  • Mapper

  • Copy

  • ..

  • Requires

    the EDI

    user data

    and internal ID

    as a JSON document

    .

    Output

    Document

    Binary

    Binary or

    Document

    • Min: 1

    • Max: 2

    ..
    • Mapper

  • ..

  • The EDI transaction ID and order confirmation
    • Copy

    Sends the new user information in bulk for an entity.

    Error

    Error handling is a generic way to handle errors without losing data or failing the Snap execution. You can handle the errors that the Snap might encounter when running the Pipeline by choosing one of the following options from the When errors occur list under the Views tab:

    • Stop Pipeline Execution: Stops the current Pipeline execution if the Snap encounters an error.

    • Discard Error Data and Continue: Ignores the error, discards that record, and continues with the remaining records.

    • Route Error Data to Error View: Routes the error data to an error view without stopping the Snap execution.

    Learn more about Error handling in Pipelines.

    Snap Settings

    ...

    data{"features":["title","icon","rounded","collapsible","border"],"title":"Documenting Fields Based On Data Type/UI Element","titleColor":"#000000","titleColorBG":"#ff5c30","titleSize":"14","titleBold":true,"titleItalic":false,"titleUnderline":false,"lozenge":"Hot stuff","lozengeColor":"#172B4D","lozengeColorBG":"#fff0b3","height":200,"panelPadding":12,"panelColor":"#172B4D","panelColorBG":"#FFFFFF","borderColor":"#ff5c30","borderRadius":3,"borderStyle":"solid","borderWidth":1,"icon":"editor/info","iconPrimary":"#FFFFFF","iconSecondary":"#0052CC","newMacro":false}

    **Delete Before Publishing**

    Choose from the following sentences to document specific field types.

    Drop-down lists/Option Buttons (radio buttons):

    You must list the LoV and describe them if their meaning isn't apparent. In this case, format the LoV in italics, regular font for the LoV's description. In either case, list the LoVs as a bullet list.

    • <State what the option should do in this field>. The available options are: <bullet list of LoVs>
      Specify the Salesforce API to be used. The available options are:...

    • Select the <category> that you want to use. Available options are...
      * Option 1<italicized>. <third person singular form of the verb>
      * Option 2<italicized>. <third person singular form of the verb>
      Select the API that you want to use. Available options are:
      Bulk API. Sends the Snap execution request details as a bulk API call.
      REST API. ...
      OR
      Select one of the three following modes in which the Snap executes:
      * Validate & Execute. Performs limited execution of the Snap and generates a data preview during Pipeline validation, then performs full execution of the Snap (unlimited records) during Pipeline runtime.
      * Execute only. Performs full execution of the Snap during Pipeline execution without generating preview data.
      * Disabled. Disables the Snap and all Snaps downstream from it.

    Check boxes:

    • If selected, <Snap behavior>.
      If selected, an empty file is written when the incoming document has no data.

    • If selected, <behavior>. If not selected/Otherwise, <behavior>
      Use "If not selected" if the first sentence is long.
      If selected, the Snap uses the file path value as is. Otherwise, the Snap uses the file path value in the URL.
      If selected, an empty file is written when the incoming document has empty data. If there is no incoming document at the input view of the Snap, no file is written regardless of the value of the property.

    • Select to <action>
      Use this if the behavior is binary. Either this or that, where the converse behavior is apparent/obvious.
      Select to execute the Pipeline during validation.

    Text Fields

    • Describe what the user shall specify in this field. Additional details, as applicable, in a separate sentence. Include caveats such as the field being conditionally mandatory, limitations, etc.
      Enter the name for new account.
      Specify the account ID to use to log in to the endpoint.
      Required if IAM Role is selected.
      Do not use this field if you are using batch processing.

    Numeric Text Fields

    • Describe what the field represents/contains. Additional details, as applicable, in a separate sentence. Include caveats such as the field being conditionally mandatory, limitations, etc. Include special values that impact the field's behavior as a bullet list.
      The number of records in a batch.
      The number of seconds for which you want the Snap to wait between retries.
      The number of seconds for which the Snap waits between retries.
      Use the following special values:
      * 0: Disables batching.
      * 1: Includes all documents in a single request.

    Notes in field descriptions

    Confluence’s new editor does not allow nesting of most macros inside another macro, especially the Note/Alert/Warning/Info (Panel) macros inside a table macro and Excerpt macros inside Expand or Panel Macro+ macros. So, as a workaround use the Footnotes approach as mentioned below:

    ...

  • Add your Notes---an appropriate Note/Alert/Warning/Info (Panel) macro---immediately below the macro (for example, Table macro) beginning the content with the corresponding number assigned.

  • Info
    • Asterisk ( * ): Indicates a mandatory field.

    • Suggestion icon ((blue star)): Indicates a list that is dynamically populated based on the configuration.

    • Expression icon ((blue star) ): Indicates the value is an expression (if enabled) or a static value (if disabled). Learn more about Using Expressions in SnapLogic.

    • Add icon ( (blue star) ): Indicates that you can add fields in the fieldset.

    • Remove icon ( (blue star)): Indicates that you can remove fields from the fieldset.

    • Upload icon ((blue star) ): Indicates that you can upload files.

    Field Name

    Field Type

    Field Dependency

    Description

    Label*

    Default Value

    ELT Database Account

    Dynamics 365 Finance and SCM Bulk Export
    Example

    ELT RS Account

    Finance and SCM Bulk Export

    String

    None.

    N/A

    The name for the Snap. You can modify this to be more specific, especially if you have more than one of the same Snap in your Pipeline.

    Number of records

    Integration type

     

    Default ValueDMF package API
    Example: Recurring integrations API

    Dropdown list

    N/A

    Specify the type of import API. The available options are:

    • DMF package API

    • Recurring integrations API

    Operation

    Default ValueTrigger Export
    Example: Generate Export

    Dropdown list

    Appears when the Integration type is - DMF package API.

    Select one of the operations. The available options are:

    • Trigger Export

    • Generate Export

    • Trigger and Generate Export

    Package name

    Default Value: N/A
    Example:

    String/Expression

    Sampling Type is Number of records.

    Enter the number of records to output.

    fieldset Name

    Specify advanced parameters that you want to include in the request.

    Field 1*

    Default Value<value> or None.
    Example<value>

    String

    Debug mode check box is not selected.

    Field 2

    Default Value<value> or None.
    Example<value>

    String

    None

    Appears when the Operation is - Trigger Export or Trigger And Generate Export.

    Specify the name of the exported data package.

    Definition group ID

    Default Value: N/A
    Example:

    String/Expression

    Appears when Operation is -

    Trigger Export or Trigger And Generate Export.

    Specify the name of the import data project.

    Execution ID

    Default Value: None
    Example:

    String/Expression

    Appears when Operation is -

    Generate Export.

    Specify the ID to use for the bulk import job.

    • This field is referred to as the Job ID in the Finance and SCM application UI.

    • If this field is empty an new execution ID is created.

    Legal entity

    Default Value: N/A
    Example:

    String/Expression/Suggestion

    Appears when Operation is -Trigger Export or Trigger And Generate Export.

    Specify the legal entity for data import.

    Re-execute

    Checkbox

    Appears when the Operation is - Trigger Export or Trigger And Generate Export.

    Select this checkbox to run the target step.

    Activity ID

    Default Value: N/A
    Example:

    String/Expression

    Appears when Integration type is -

    Recurring integrations API.

    Specify the activity ID.

    Timeout (seconds)

    Default Value60

    Example: 100

    Integer/Expression

    N/A

    Specify the connection and response timeout for the requests made to the server.

    Number of retries

    Default Value0

    Example: 5

    Integer/Expression

    N/A

    Specify the maxumim number of retry attempts between failures.

    If the value for this field is 0, retries are disabled.

    Retry interval (seconds)

    Default Value1

    Example: 10

    Integer/Expression

    N/A

    Specify the amount of time between retry attempts.

    Snap Execution

    Default ValueValidate & Execute
    Example:

    Validate &

    Execute only

    Dropdown list

    N/A

    Select one of the following three modes in which the Snap executes:

    • Validate & Execute: Performs limited execution of the Snap, and generates a data preview during Pipeline validation. Subsequently, performs full execution of the Snap (unlimited records) during Pipeline runtime.

    • Execute only: Performs full execution of the Snap during Pipeline execution without generating preview data.

    • Disabled: Disables the Snap and all Snaps that are downstream from it.

    Troubleshooting

    Error

    Reason

    Resolution

    Account validation failed.

    The Pipeline ended before the batch could complete execution due to a connection error.

    Verify that the Refresh token field is configured to handle the inputs properly. If you are not sure when the input data is available, configure this field as zero to keep the connection always open.

    Examples

    Excluding Fields from the Input Data Stream

    ...