Set Properties step

Use the Set Properties step to set values for various document and process properties on outbound connector attributes, such as file name or email subject, or to store values in memory to facilitate your integration. Property values can be composed of static and/or dynamic values.

Generally, you use this step immediately before the outbound connector. The property type in the step should correspond to the type of connector to which the data will be sent. For example, to send data via FTP, use the Set Properties step to set the FTP File Name — not the Disk or SFTP File Name.

Some common uses of the Set Properties step:

• Setting the outbound Disk/FTP/SFTP file name from a mix of static and dynamic content

• Changing the subject for email alerts, allowing you to reuse the same Mail operation component

• Dynamically setting the outbound FTP/SFTP directory

• Dynamically setting connection credentials within a listener process

Set Properties step example

You can use multiple parameters to create complex dynamic values for file names or directories.

For example, to write data out to disk with the following file naming convention:

NEW_ORDER_<ordernum>_<current timestamp>.txt

You can use the Set Properties step to dynamically set the disk file name with five parameters. For example, the parameters are:

• Parameter 1: Type=Static, Static Value="NEW_ORDER_"

• Parameter 2: Type=Profile Element, choose the appropriate profile type, profile, and element

• Parameter 3: Type=Static, Static Value="_"

• Parameter 4: Type=Date/Time, Date Mask="MMddyyyy", Date Type=Current Date

• Parameter 5: Type=Static, Static Value=".txt"

Setting properties for a document

You can use the Set Properties step to set one or more properties for the current document.

The Set Properties step is divided into two columns with actions to create a property and then assign one or more parameters to the property. You can add multiple parameter values to one property to concatenate a more complex value with dynamic content. Follow the instructions to configure a Set Properties step with property parameters.

For information about each property and parameter the Set Properties step supports, see the following topics:

• Parameter value types
• Document properties
• Dynamic document properties
• MIME properties
• Process properties
• Dynamic Process Properties

Procedure

1. Drag the Set Properties step onto the process canvas.

2. In the Set Properties window, enter a custom display name.

3. Below Properties to Set, click the Add Property icon. The Choose Property dialog opens.

4. Select the desired property from the Property Type drop-down and click OK.

5. Select the newly added property on the left and then click the Add Parameter icon on the right (below Property Value).

6. In the Parameter Value dialog, select a parameter type, then configure the parameter and click OK. Add additional properties and parameters as needed.

7. Select a property or parameter and click the Edit Property or Delete Property icon to modify or remove it.

8. Select a property and click the Move Parameter Up or Move Parameter Down icon to reorder it in the list.

9. Click OK.