Creating and managing formats

About Formats

When data objects are involved, for example, when working with web services, you need to describe all required formats used for data exchange. 

When defining a data exchange format, you are not defining fields and validation rules. Instead, you are defining parsing options, such as: what delimiter is used for CSV or what namespace is used for XML.

Read more about available data exchange formats.

Creating a format

Step 1 Open the Connections page and select the Formats tab. Click the Add Format button.

Step 2. Select the corresponding format type in the opened box.

To quickly find the desired format type, you can enter all or part of the type name in the search box. After this, only the format types which have the entered string in their names will be displayed. To filter formats by a category, you can click the corresponding format category from the list to the left of format types.

Step 3 After the format type has been selected, continue by entering the format parameters.

Step 4 After the format has been created you can save it by clicking the Save button.

Managing formats

All saved formats are displayed in a grid on the Formats page and can be quickly filtered by name and type. 

Modifying, Duplicating and Deleting formats

Formats can be modified, duplicated, or deleted from within the grid.

• Click the Save button at the right bottom corner of the screen to update the format.
• Click the Duplicate button at the left bottom corner of the screen to duplicate the format.
• Click the Delete button at the left bottom corner of the screen to delete the format.

Find Format Usage

You can find all the flows which are using the specific format.

To find where the format is used click the Find Usage button at the bottom of the screen.

Exporting and importing format

Use Export/Import to copy formats between accounts or duplicate them with all the parameters.