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Sort and group content for all file transfers

Kathyana Rule
  • Updated

Contents

A new Sorting and Grouping dropdown allows you to manage your flow’s files by sorting and grouping records by field. This feature is available for all new and existing flows. Historically, you only had the ability to indicate multiple rows per record and highlight any key columns. This new feature gives you the ability to group records by field (column1, column2, column3…), and sort the records in ascending or descending order (ASC or DESC).

Sort by

This feature allows you to sort by multiple fields (ASC or DESC) or in the order that the fields were initially entered. You can enter the “Sort records by fields” by a field ID or by using a dot notation.

Note: This feature does not sort numeric fields, including dates, in descending or ascending values.

Group by

Previously, grouping via Key column was only available on a single page of records. Now, it’s available across all the records in the file. You can enter the “Group records by fields” by a field id, by using a dot notation, or one field at a time. When you input at least one field, the platform will group records in the order that the fields were initially entered, from top to bottom. If you provide a sample file, you can create groups via the parsed fields. 

channel.properties

Note: The dot notation starts from “record”: { in the example below.

 {  
"page_of_records": [
    {
      "record": {
        "bookType": "Fiction",
        "info": {
          "title": "This is a title"
        },
        "channel": [
          {
            "properties": "Amazon",
            "sku-id": "12345"
          }
        ]
      }
    }
  ]
}

Sorting and grouping matrix

This matrix details all possible sorting and grouping outcomes.

  Group records – not provided Group records – provided
Sort records – not provided File processed as is. Content is grouped by group record fields.

If a record has a missing field, then the record is grouped in a “missing fields” bucket.

Example: group records by firstName field, but a record does not have a firstName field.
Sort records – provided Content is sorted by the created sort rules. Content is first sorted, then grouped.

Sorting and grouping with new and existing flows

This section provides details regarding sorting and grouping new and existing flows. 

Sort and group in a new flow

When creating new flows with sorting and grouping:

  1. Select the Sorting and Grouping dropdown to specify the file transfer requirements.

Note: Depreciated grouping fields are not available when creating a new flow.

  1. Specify whether the file has headers.
  2. Sort and group records as desired
  3. Select Save and Close

Edit sort and group in a new flow

When editing sorting and grouping in a new flow:

  1. Select the Sorting and Grouping dropdown to specify the file transfer requirements.

Note: Depreciated grouping fields are not available when creating a new flow.

  1. Specify whether the file has headers.
  2. Sort and group records as desired
  3. Select Save and Close

Edit sort and group using the depreciated feature

When editing the sorting and grouping in an existing flow:

  • The depreciated fields are available until you start using the new feature.
  • Existing, depreciated group fields are automatically generated in the new feature, though they may require further configuration.
  • After the new fields are transferred and saved, the depreciated fields will disappear permanently. The only way to use the old fields is through the integrator.io API.

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