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Synchronizer How To's

How to's for the Synchronizer guide.

How to Add the Synchronizer Object to a Workflow?​

Steps to Add the Synchronizer Object​

  1. Open the Flow Designer.
  2. Drag and drop the Synchronizer object from the Toolbox Panel onto the workflow canvas.
  3. Select the object and configure its settings in the Properties Viewer.

How to Configure Synchronization Between Two Documents​

Steps to Configure Synchronization​

  1. Go to the Properties Viewer of the Synchronizer object.
  2. Under the Synchronization section:
    • Source Type → Select Document to define the source form.
    • Source Document → Choose the document whose fields will be synchronized.
    • Target Type → Select Document to define the destination form.
    • Target Document → Choose the document where data will be copied.
  3. Map fields in the Fields section:
    • Assign each source field to its corresponding target field.
    • You can map tables, details, and detail tables as well.