Get Data Moving Animal 2.0 - Guide.pdf - Openntf - Openntf

The Data Moving Animal 2.0 guide is designed to assist users in synchronizing data across Lotus Notes databases and Excel formats. This document provides structured guidance on completing the form accurately and effectively, ensuring a seamless data management experience.

Follow the steps to fill out the Data Moving Animal 2.0 form online.

1. Click the ‘Get Form’ button to access the Data Moving Animal form and open it in your preferred editor.
2. Begin by selecting the appropriate view for data synchronization, such as 'Notes to Notes – by Title'. Then click on 'New – Data Moving Config' to create a new configuration.
3. In the Source & Target tab, enter a suitable title for your configuration. Optionally, select owners for the configuration to restrict view and access.
4. Specify your data source by selecting the corresponding database and form. This will help in filtering the fields needed for synchronization.
5. Set your data target by choosing the database and form that will receive the data.
6. In the Document Selection tab, choose how you want to process documents from the source, whether to select all documents, filter them by a VIEW, or use a selection formula.
7. Define a key for linking documents across the source and target databases, ensuring it's a field name or formula that relates both.
8. Designate the lookup view within the target database for matching documents based on the key.
9. Determine actions on finding or not finding target documents, and how to handle multiple document matches.
10. In the Data to Push tab, select which fields to copy over, either all fields or specific selected fields.
11. Move to the Advanced tab where you can set scheduling options for your configuration along with logging preferences.
12. Review the fields in the Advanced/Data to Move section to make any necessary modifications or additions.
13. Optional: In the Advanced/Fields to Modify section, set up formulas to adjust how data appears in the target database.
14. In the Advanced/Email Notification section, you can set up notifications to be sent once the data move is executed in either analysis or live mode.
15. Finalize your settings and click on the action to 'Run Data Move' either in analysis mode for checks or in live mode for updates.
16. After execution, view the log in the Run History section to check for details on the data movements.
17. You can save changes, download, print or share your filled form as needed.

Start filling out the Data Moving Animal form online today for efficient data management!