About Field Pipelines

Syncaroo
Syncaroo
  • Updated

Field pipelines are the next level down from the entity pipeline in your unified customer data model. They enable you to interact with the fields in each entity pipeline. This is where you define the mapping between the fields within the entities from the various synapses you have connected to Syncari. Field pipelines run in response to changes in the field.

You can also create a field pipeline with the Field Mapper. When you map files using the Field Mapper you create a basic field pipeline for each row. If you want to add any logic to the mapping, you need to do that in the field pipeline.

Open a Field Pipeline in Sync Studio 

➡️ To open a field pipeline select the Syncari node, and then select the field from the panel on the right.

field-pipeline-access.png

Notice the highlights on the fields which indicate the mapping status of the fields.

  • No highlight indicates the field has no draft. If it includes this icon icon-mapped.png, it hasn't been mapped. If you don't see the icon, it has a published mapping.
    field-mapped-unmapped.png
  • Yellow highlights indicate there is a draft of the mapping.
  • Green highlights indicate the field is mapped and ready to be published along with the entity pipeline.

Draft and Publish

Syncari uses the draft and published model for field pipelines too. You cannot publish an individual field pipeline separate from the entity pipeline, but you can choose which field pipelines to publish along with the entity pipeline. To help stay organized you can mark a field pipeline Ready.

If you've never mapped a field—through the field mapper or on the canvas—and you open the field pipeline, Syncari prompts you to create a draft. Click any of the Create a pipeline draft buttons to continue.

field-create-dfraft.png

Field Pipeline Overview

The field pipeline shows the relationship between a source field, the Syncari field, and an optional destination field. You can add logic to the pipeline with the options available on the field pipeline panel on the right side. Review this screenshot to see what you can do with a field pipeline. 

field-pipeline-callouts.png

  1. The breadcrumbs in Sync Studio show you which entity and field pipeline you're in. Use breadcrumbs to navigate between fields. 
  2. Return to entity pipeline.
  3. Switch between draft and published versions.
  4. Ready to Publish—Select to mark the field pipeline Ready.
  5. Save Draft is activated when you have unsaved changes. Although Syncari saves the draft automatically when you perform specific actions, we recommend saving often.
  6. Validate checks for errors in the construction of your field pipeline. Syncari runs through each node one at a time to check for errors (see Validating Pipelines).
  7. Test opens the test menu where you can run a variety of tests on the entity pipeline. While validation checks the construction of the pipeline, tests check the logic of the pipeline by running the pipeline on selected records (see Testing Pipelines).
  8. The trash can deletes the draft entity pipeline and any field pipelines in it. See Interacting with Field Pipelines.
  9. The field pipeline panel changes based on which nodes you select in the pipeline. 
  10. This is a source field node for this field pipeline. Source nodes are where data comes into Syncari.
  11. This is the Syncari node for this field pipeline. The Syncari node stores data within the Syncari unified data model.
  12. This is a synapse destination node for this entity pipeline. Source nodes are where Syncari sends data.
  13. Use the slider to zoom in and out of the canvas view.

Field Pipeline Options

Review this screenshot to see how to interact with your field pipeline.

field-pipeline-options.png

  1. Functions—Select this tab to access the functions you can use in the field pipeline (see Field Functions).
  2. Actions—Select this tab to access the actions you can execute in the field pipeline (see Actions).
  3. Sync from Entities—Select this tab to access the entities that you can use as sources for the field pipeline. The entities are defined by which synapses are connected at the entity level (see Create Field Pipelines).
  4. Sync to Entities—Select this tab to access the entities that you can use as destinations for the field pipeline. The entities are defined by which synapses are connected at the entity level (see Create Field Pipelines).
  5. Fragments—Select this tab to access the functionality templates that you can reuse within an entity pipeline (see Fragments).
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