How to update records in data type with external csv file automatically every day
Hello everyone,
I have some questions about updating automatically records in Pega. First, let me introduce the context:
1. We have a data type X, we need to update its records every day at h hour (I guess using a job schedular) from external data base table which provides us a csv file to be used in the update process.
2. An administrator (with specific access group) will have the possibility to update this data type records as well: An administrator has a screen which contain a table in which he will be able to check a case to add a new record in that data type, or to update an existing record.
Questions about points 1 and 2 above: 1. Is that could be done via a job schedular which will use an activity. the imported csv file should be saved in a temporary data type. Then, could we apply comparison on csv files (csv file containing existing recors Vs csv file providing by the external data base table) and then save changes (adding or removing records) all via an activity, do we have methods to do that in Pega?
2. is it feasible to update data type records in action tab of a button or another UI element?
Many thanks in advance.
NCS Pte. Ltd
SG
Hi @AmiraF34: Looking into your query, you have 2 use case.
1. Updating the data type from a csv received from other system. In this case, may I know what is the method by which the csv file will be received? If this is done via a file transfer between the systems and if the file can be available in the server location from which PEGA Process can read it, you can use a file listener to read the data from the file. Please see details about file listener here. This can also be done using job scheduler. You should have custom code to read the file data from server and can refer pxUploadCSVResults to process the file. In both case, please be cautious on the file size.
2. To update data type records on UI action. Yes this is feasible. PEGA has features like savable data pages, OBJ methods which can be used in activities to update the DB record.
Thanks.
Capgemini
FR
@ArulDevan Thanks for your reply. 1. in our case, yes it is confirmed we will use file listener. It is used to only get the recent file which will be use to update records. But how to update then the records in the data type please? there is a simple and direct way ? 2. Ok I will search that
NCS Pte. Ltd
SG
Hi @AmiraF34: Once you read the files using the file listener and once you have each records, then PEGA has multiple ways to store / update the records to the System Of Records (In this case your data type). You can use savable data page (sample available here . You can also use save data page method from your service activity) Or you can use Obj / RDB operations based on your use case.
In any case, you may need to know the key of the records which need to be updated.
Please also see below.
Thanks.