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Contributor
Jun 27, 2023 1:57 PM UTC
Solved

Workflow - Load Methods

 I have a source file that will be updated/changed with the entities being loaded every time when it is loaded via a WF.In Order to preserve the balances of the Entities previously loaded I am thinking to have Source ID same as my Entity Name as I don't see any "Merge" Mode Load Option in WF. Is there any other way or better option to load files in Merge Mode.

Employee - Mentor
Jun 28, 2023 1:29 AM UTC

Splitting by Source ID would work, but there is also an Append load option

EricOsmanski_0-1687915759764.png

 

7 replies

Employee - Mentor
Jun 28, 2023 1:29 AM UTC

Splitting by Source ID would work, but there is also an Append load option

EricOsmanski_0-1687915759764.png

 

Contributor
Jun 28, 2023 1:52 PM UTC

Thanks Eric! I tried appending and it accumulates the balances if an entity was previously loaded, and a new balance was updated for the same entity. So, I think in order to Merge the data split by source ID is the option.

Contributor
Jul 4, 2023 3:35 AM UTC

I tried with Entity as Source ID to enable Merge Mode load. However, there is a restriction on number. of Source IDs per Workflow (1000).

Appreciate any other suggestions to load data in Merge Mode.

Newcomer
Nov 21, 2023 4:34 PM UTC

Wondering why there is no Merge option to begin with?  Perhaps this is something that needs to be promoted to ideastream or whatever it's called now