XML Switches and Settings
An XML file can contain a series of Settings and Switches that can add distinct functionality to a Setup.
Adding Settings and Switches to the file will determine how the file is processed. Each Switch and Setting that is added to the xml file is listed within a HTML tag.
Switches
The following table lists a selection of Switches that can be added to a .xml file.
| Individuals | ||
| Switch | Default | Description |
| INDV-AUDITF | OFF | Create Field Level Audit for changes in Individuals. |
| INDV-CACHE | OFF | Create 'Individual Cache data library' for XML Individuals not already in Diligent Entities. |
| INDV-CACHE-DEL | OFF | Delete records from Cache when not found in XML. |
| INDV-CREATE | OFF | Create Individual if not in Diligent Entities. |
| INDV-LASTUPD | OFF | Last update is compared to determine if Individual record should be skipped. |
| INDV-NOSKIP | OFF | Overrides Skip logic of LASTUPD and XMLIMAGE. Forces a full compare. |
| INDV-XMLIMAGE | ON | Uses image of data to determine if changes since last feed. |
| INDVLIST-BLANKFK | ON | Creates 'Issue' for records with a blank FK. |
| INDVLIST-EXCLUDEFLG | ON | Excludes Individuals (marked 'Y') from matching feed. |
| INDVLIST-NOMATCH | ON | Creates 'Issue' for Individuals with FK not matching or found in file. |
Settings
The following table lists a selection of Settings that can be added to a .xml file.
| Settings | |
| COMP-CREATE | Create company not in Diligent Entities. |
| COMP-CREATE-LIVE | Create company in Live mode. |
| CORPLIST-ENTITYTYPE | Type of entity. |
| INDV-ADDRLIST | Individual / IndividualList tag. |
| INDV-ADDRTYPE | Individual / IndividualAddress tag. |
| INDV-AUDITF | Create filed level audit for changes in Individual. |
| INDV-CACHE | Create Individuals Cache DL for XML individuals not in Diligent Entities Individuals. |
| INDV-CACHE-DEL | Delete Records from cache when not found in XML. |
| INDV-CREATE | Create BP Individual for XML Individuals not in Diligent Entities Individuals. If Create Off -Data sent if QR is in files. |
| INDV-EX-FIELD | Values Y or Blank. |
| INDV-EX-TABLE | Only UDFINDIVIDUALS0 and UDFALLPEOPLE0. |
| INDV-FK-FIELD | Individual FK - Field. |
| INDV-FK-TABLE | Only INDIVIDUALS, UDFINDIVIDUALS0 and UDFALLPEOPLE0. |
| INDV-LASTUPD | Expect LastUpd tag on Individual and compare in order to determine Skip. |
| INDVLIST-BLANKFK | Create Issue for individuals with blank FK. |
| INDVLIST-EXCLUDEFLG | Excludes Individuals marked as Y from matching to feed. |
| INDVLIST-NOMATCH | Create issue for individuals with FK not found in XML file. |
| INDV-LU-FIELD | Individual Last Update - Field. |
| INDV-LU-TABLE | Individual Last Update- Table // Only INDIVIDUALS, UDFINDIVIDUALS0 and UDFALLPEOPLE0. |
| INDV-NOSKIP | Override Skip Logic (LastUpd or XMLimg). |
| INDV-XI-FIELD | Individual XML Image - Field. |
| INDV-XI-TABLE | Individual XML Image- Table //Only UDFINDIVIDUALS0 and UDFALLPEOPLE0. |
| INDV-XMLIMAGE | Utilize XML Image of Individual to determine if individual has changes since last feed. |
