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SmartConnect
Creating an Integration Process
Determining Source Grouping

Determining Source Grouping

Published: Sep 12, 2018

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Determining Source Grouping

Published: Sep 12, 2018

Under the Integration tab click on the Source Grouping tab.
The Name and Type fields will default.
Function column – the user can choose a function to be applied to the data that will be grouped.
1. First – returns the first record from the source.
2. Last – returns the last record from the source.
3. Max – returns the record with the largest value.
4. Min – returns the record with the smallest value.
5. Sum – returns a sum of the column if it is numeric.
Group By – sets the grouping at the record/transaction level. This will normally be the unique identifier for master records, or the field(s) used to identify one transaction from another.

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