There are two ways to download assets from Oracle using the Integrator. More information about downloading can be found here.
Download via Form
The Download Form will be displayed when the ‘Download via Form’ is selected. Here, you can enter values into the available fields to set the download criteria. You can search using a ‘%’ to see the available list of values to search. Click the ‘Download’ button to download data onto the sheet.
Download via Sheet
When the option to ‘Download via Sheet’ is selected, the Integrator will use the data entered in the columns that allow sheet values to be used as the download criteria to download data to the sheet. These columns are indicated by a white triangle above the column name.
Download via Sheet using wildcard value %
Utilize the wildcard % for Download via Sheet to retrieve data that partially matches your search criteria. For example, entering 'Demo%' will download all contracts starting with 'Demo.'
Note that query conditions on the sheet and in the Download form are treated as AND clauses rather than OR in the download query.
Download using lower-level filters
If you utilize a lower-level filter (Financial Data, Assignment Data, Source Line data) then only those records which match the filter will be returned.
Example use of a Download Form to filter the download criteria:
If you have an asset with three assignments and you apply a filter by Employee Name on the Download Form, the integrator will only download assets where the Employee Name matches the filter criteria. This means that only the assignments associated with the specified Employee Name will be included in the download, excluding any assignments that do not match the filter. This functionality ensures that the downloaded data is relevant and specific to the Employee Name filter applied.
The asset below has 3 distribution lines.
Enter the Employee Name to be used as a filter on the Download Form.
Assets with the distribution line in the Assignments section that matches the search criteria will be returned to the sheet. No other distribution lines that may exist against an asset will be download.
