Automating Your Business

Automating Your Business

A place to discuss best practices and methodology around process discovery and modeling, decisions, and content management as well as practices to truly transform your business with design thinking, Agile, and artificial intelligence (AI).

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  • 1.  Deleting personid

    Posted 17 days ago

    Step-by-Step: Deleting personid from LOCATIONUSERCUST via MxLoader

    1. Create a Custom Object Structure

    • Go to Integration > Object Structures

    • Create a new structure (e.g., MXLOCATIONUSERCUSTDEL)

    • Set the Primary Object to LOCATIONUSERCUST

    • Include only the fields you need: LOCATION, PERSONID, ORGID, SITEID

    2. Enable Delete Action

    • In the object structure, go to Add/Modify Actions

    • Ensure Delete is enabled for the LOCATIONUSERCUST object

    3. Create an Enterprise Service (Optional)

    • If you want to use this via REST or MIF, create an Enterprise Service linked to the object structure

    • Set the processing rule to allow delete

    4. Prepare Your MxLoader Sheet

    Use the following format in your Excel sheet:

    LOCATION PERSONID ORGID SITEID _action
    LOC001 STEVIE01 EAGLE MAIN Delete

    • _action must be set to Delete

    • Ensure all key fields are populated correctly

    5. Run MxLoader

    • Use the correct object structure name in the ObjectStructure field

    • Set Operation to Sync

    • Make sure your user has delete permissions for LOCATIONUSERCUST



    ------------------------------
    Mohamed Moussa
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