Create _data profile dialogue
From Lobster_data version 4.6 onwards, Lobster_pro offers the option of directly creating _data profiles with a link to their editing in some places.
A small wizard dialogue is offered for this purpose, which can be opened via a "+" symbol next to the profile selection list.
Example: Profile selection element
When you click on the plus symbol, a dialogue for creating the new profile is displayed in several steps.
Note: If the "+" button is inactive, it is not possible to jump to the Lobster_data user interface for technical reasons. There may be several reasons for this, e.g. timeout initial start of the _data interface, inappropriate _data version, infrastructural reasons that prevent access to the _data user interface.
Step 1: Profile name
The name of the new profile is predefined here. This can also be changed later in the basic settings of the profile.
Step 2: Input data (Source tree)
If the "Create input data template" option is activated, several options for creating a template are offered (see section Template options).
The selected option is marked accordingly with a tick.
Note: If the profile is created in the context of a form, template options are available here specifically for the form editor.
Step 3: Output data
Here, the configurator can decide whether it also wants to create a template for the profile's output data. If the "Create output data template" option is activated, the same options are available as in step 2.
For details, see section Template options.
Step 4: Misc settings
Provides further setting options to minimise the need for later configuration outside of phase 3 (mapping).
Pass back output data Adds a response unit to the profile, which sends the generated output data back to _pro (e.g. to process or reuse the result at the calling point)
Backup data Creates a backup file for the output data. These can be viewed in the _data control center
Step 5: Data mapping (and other profile settings, if needed)
Clicking on the "Create" button in the last step automatically navigates to the Lobster_data user interface, which opens the preset profile in phase 3 (data mapping). In the case of an output and input template (step 2/3), as well as the corresponding settings from step 4, no further phases (apart from phase 3) need to be configured in the optimum case.
Step 6: Save profile
Once the profile has been created, the saved profile name is applied directly.
Note: If the profile is in the context of a client action (e.g. form, client workflow, ribbon button), the system also checks whether the profile is enabled for client access via the profile security. If this is not the case, it is possible to jump directly to the corresponding settings.
Template options
Options for creating source or target tree templates. The selected option also defines the input format (input data) and the integration unit used (output data).
Template data from test mode (only in forms)
This option is only available if a corresponding element has been linked under "Data from element". The link symbol can be used to select any element from the form.
If this option is selected, the form is automatically started in test mode. The data of the target element can be filled in accordingly here. To accept the data as a template, the test mode is ended again using the "Accept" ribbon button (top). The mapping tree of the profile created later is then generated according to this data. The data is also attached to the profile as a test file.
Template data from element structure (only in forms)
This option is only available if a corresponding element has been linked under "Data from element". The effect of this option is almost identical to the "Template data from test mode" option mentioned above, but here the test mode is not started to collect template data, but only "guessed" data fields and sample values from the pure element structure (e.g. text fields provide a generated text value or a number; depending on the configuration, checkboxes provide true, date fields a generated date, etc.).
Entity
Provides the option of loading a known _pro object as a template. In this case, no sample data is attached to the profile.
