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Data Source Sync Rules

How to set up and configure Sync Rules for Data Sources allowing automated Job creation based on a defined scope. Includes information on 'Job Slicing.'

Written by Viviana
Updated over 2 weeks ago

When setting up a Data Source, you can schedule when updates should be checked for and applied. With Sync Rules, you can narrow this down to specific conditional rules.

Add On: Sync Rules are part of an add-on package. If you are interested in using them in your studio, please contact your CSM.


Adding Sync Rules

Before setting up the Sync rules, you must have an available Data Source. For instructions on setting up a Data Source for the first time, please take a look at our related article below.

To create Sync Rules, hover over a Data Source and click ‘Edit’, then go to ‘Sync Rules’ and click ‘Add’.

In this menu, you will have different settings for your Sync Rules. You can have up to 100 rules for a single Data Source to handle different import scenarios based on different criteria.

📝 Note: To avoid issues with competing logic, please make sure that each rule has a unique configuration.


Rule Settings Tab

After selecting to add a new Sync Rule, you will be brought to a new menu where the rule settings can be configured.

General Settings

These are the general configuration settings that control the rule activity and how the job should be defined.

Setting Option

Function

Rule Name

Type a rule name for internal identification.

Workspace

Select a Workspace from the drop-down that the rule should apply to.

Enable

Toggle On/Off. When you disable the Sync Rule, the rule will be 'paused' and not applicable to productions until re-enabled.

Job Name

Select tokens to use values from selected System Properties to populate the Job name automatically.

If using Slice Job by Product Properties, you will also be able to select from Product Properties.

Sync Settings

Sync settings control the scope of products affected by the sync.

Sync Option

Function

Sync Scope

Select between:

  • New Products: New sync rule settings will be applied to all future imports, leaving existing Products unchanged.

  • All Products: Apply the new sync rule settings to existing products in the Data Source, including any delta files if applicable.

Sync Settings

You can set up Import settings to be applied to your Products and Samples.

Select between:

  • Done Products

  • Existing Products

  • Existing Samples

This is the same as the Job import settings found here.

Sync Settings Notes

  • When selecting 'All Products,' you will need to manually update existing Products with the new settings by selecting 'Update from Data Source' from its 3-dot menu.

  • Applying rule changes to a large data source or one with a significant number of delta files may result in longer sync times.

Slice Job Settings

Slice Job settings control the frequency and scope applied to data to create a Job.

Slice Option

Function

Slice Jobs By

Choose an option from the drop-down.

See list of options

  • Daily Job

  • Monthly Job

  • Quarterly Job

  • Annual Job

  • Job by Product Property*

  • New Job

  • Existing Job*

→ Slice Job by Product Property

If selected, you will need to define the specific Product Property (up to 3).

→ Slice Job by Existing Job

For existing jobs, you will need to select the job from a list.

Products that match the criteria rule will be imported into the selected job.

Please note that the list does not contain Jobs created by auto-syncs.

Slice Settings Notes

'Job Name' Notes

  • If the Job Code is blank, we will use the 'Job Name' as the Job Code. The maximum number of characters for the Job code is 64.

  • If the Job Name already exists in the system, we will add the Date-Time as a postfix to that Job Name and use it as the Job Code.


'Frequency & Time' Notes

  • The Workspace’s timezone settings will determine the timeline for the Job slice. Lean more

  • If the Data Source schedule is set to Monthly and the Job Slice schedule is Daily, Creative Force will create only one job each time the Data Source is synced, in this example, once a month.

'Slice by Property' Notes

Creative Force supports slicing Jobs by up to three unique Product Properties. This results in unique Job Codes based on a combination of attributes.

Properties Selected: Season + Collection Type + Product Line
Job Name Input: [Collection Type] _ [Season] _ [Product Line]


Property Values:

  • Season: S24

  • Collection Type: SP

  • Product Line: Accessories

Resulting Job Name: SP_S24_Accessories


Criteria Tab

After setting your Rule Settings, you can navigate to the 'Criteria' tab. In this menu, you will have the option to set the actual conditional rules that define how Job Syncs handle your Products.

Criteria can be set based on various Product Properties. Products that match the established rule will then be imported to your Job.

To learn more about logical operators in conditional rules, you can review our dedicated article on the subject at the link below.

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