The validator view is used to monitor and validate data stored in a buffer.
The article provides guidance on how to:
Creating an Ops Portal Validator View
Open the Operations Portal created earlier, go to the Operations Portal section in the menu on the left of the platform and click the plus button (+) to add the new View as per the image below.
Provide a name and a meaningful description (description optional).
Click on the Save View button.
Select the Control Type
Each Ops Portal view can be configured to use a specific control type.
Select the Validator option which provides a view into any data stored in a Buffer.
Click on the Control field.
The selection list opens, select the Validator option as shown in the image below.
Select the Buffer
Select the desired buffer to access from the dropdown list or alternatively, create a new buffer by clicking on the highlighted plus button (+) as illustrated in the below image.
Default Query
Used to query the buffer. For more information on how to query a buffer, click on the link below:
Validation Flow – Select the required flow to run to validate records. This is optional.
Key Fields – Key fields for the Ops view to use in various operations, specifically, finding records. These are the fields with unique IDs.
Display Fields – Fields to display in the grid.
Property Name – Name of the property on the record.
Alias – User-friendly alias of the property name.
Type – Property type.
Description – Column description of the property.
The field names can be obtained from the buffer output as per the image below:
Flow Buttons Section
Buttons on the Operations Portal that can be used to initiate SyncFlow flows that have been set in a SyncFlow Control Ops View.
Name – Name of the button on the Operations Portal.
Ops View Name – The configured SyncFlow Ops View name that the button initiates.
Icon – The flow button's icon.
Color – The flow button's color.
Refresh View checkbox – Select whether the flow button will auto-refresh the page when completed.
Popup Message – Confirmation popup message.
Has filter input parameter – Allow related flow to receive the filter query as an input parameter.
To add new buttons, click on the plus (+) icon outlined in the image below. Click on the tick button highlighted in yellow on the right side of the screen to add the buttons or click the (x) button to remove. Once buttons are added, click on the pencil icon to edit or the delete icon to remove the buttons as highlighted in blue in the image below.
Suggestions Fields – Display fields to be highlighted as validation suggestions in the final Ops View table.
Link Fields – Add 'links' to records. These are artificially added to the frontend for ease of use and does not add a 'link' to the record once specified. The functionality depends on a link being present in the related record.
Hidden checkbox – Hide the view from the Operations Portal.
Once the View's configuration is completed, click the Save View button.
Operations Portal
The view is constructed in the Operations Portal. To access it the Operations Portal, Click on the link below:
Type the Organization name and click on the sign-in button.
1. Select the Ops Portal option from the view list on the left side of the platform.
2. Select the Ops Portal view that was created from the list of available views.
The View is displayed where data can be validated as illustrated in the image below.
View Options Section
Refresh button – Refresh the page.
Filter – Select the records to view. The image below shows the options.
Options - Select the to either accept, reject or clear records as shown in the image below:
Filter Options
View Records Options
All - View all records.
Processed - View processed records.
Accepted - View accepted records.
Rejected - View rejected records.
Clear - View clear records. All records that have not been processed, accepted or rejected.
Valid - View records that have valid properties.
Invalid - View records that have invalid properties.
Transformed - View records that have transformed properties.
Not Transformed - View records that have properties that were not transformed.
Reset - Reset all selections.
Filter Icons
Total Count – Total record count after filter. | |
Processed Count – Total processed records after the filter. | |
Accepted Count – Shows accepted records when selected. | |
Invalid Count – Shows records with invalid properties when selected. | |
Rejected Count – Shows rejected records when selected. |
Flow Request Buttons – Buttons used to initiate SyncFlow flows that have been set in a SyncFlow Control Ops View. Click on the outlined button to show more buttons if more than three were created. It is in the order the flows were added in the Flow Buttons section.
Clicking on a button will initiate the relevant flow as configured. The image below shows an example of a popup message after clicking a flow request button. See the Flow Buttons Section on how to create and edit the flow button's color, icon and popup message.
The flow requests bar will show all flow requests. It is located at the bottom of the page on the right side of the screen as shown in the image below.
The flow requests box can be expanded and collapsed or removed using the icons outlined in blue.
The flow requests box will automatically expand when any of the buttons are pressed to show the requests. As mentioned earlier in the article, this can be turned off in the settings page. Details about how long the flow took to run as well as the status will be shown as shown in the image below.
Statistics – Shows the Validation statistics as illustrated in the image below.
Ops Portal Default Columns
This section details the default columns found in the portal as illustrated in the image below.
Selection Checkbox Column
The Selection column has checkboxes used to select multiple or all records. When a checkbox is clicked, the Accept selected, Reject selected and Clear Selected buttons become activated. Outlined in green in the image below is the checkbox to selected all records.
State Column
The state of the record is shown using the below icons:
Details Column
Details of each record are displayed on this tab. To access the details, click on the information icon outlined in red in the image below to open record details.
Actions Column
Records are edited in the actions tab. To access the actions options, click on the pencil icon. Once open, data can be edited as illustrated in the image below.
Action column options:
Exit edit mode. | |
Clear record. This will unaccept or unreject the record. | |
Save and accept values. This will remove the error message. | |
Save and validate values. | |
Save values. |
An alternatively way to access the different options in the Actions column is to right-click on a record to open and edit or to select as shown in the image below.
Right-click on an opened record to get a list of more options as shown in the image below.
Fields Columns
The set display fields are shown in this section as shown in the image below.
Errors in the fields are shown using the error message icon in the specific field.
The fields are edited using one of the Action options as discussed above will show the transformed record icon in the specific field.
For more information on the Data Cleanser Mapper Step, click on the link below:
Bulk editing fields
Hover the mouse on a field to see more options as shown in the image below.
This will allow you to sort the records, see information about the records, and edit records in the field at the same time. The edit option is shown below. Enter the required value and then select where to edit only selected records, filtered records, or all the records in the field.
Ops Portal View Menu Section
To access the menu, click on the username initials located on the top right of the page as shown in the image below.
In addition to showing the user details, the menu has the option to show the flow request buttons if they are closed. There are also options to sign out and access the settings page.
Settings Page
The settings page is shown in the image below.
Table row height
Set the table row height by clicking on the outlined dropdown arrow to select the required pixels.
Global checkbox behavior selection
Specify the behavior of the Validator view's table global checkbox. Whether to select all rows of a given state. Default is set to 'All' rows. This currently only affects the Validator table views. 'Clear' rows are neither 'Accepted', 'Rejected' nor 'Processed', though they can still be valid or invalid.
Automatically expand flow request button
The flow request box automatic expansion is turned off in the settings as well by clicking the on/off button outlined in blue in the above image.
Keys
The Keys section is used to generate user keys. To generate a key, click on the button outlined in green in the image above. For more information on keys, click on the link below: