File

Learn how to use the File storage action to build your workflow

Introduction

The File storage action in DBSync Cloud Workflow enables you to read, write, move, and rename files from your local machine or desktop environment. This action is especially useful for handling structured data formats such as CSV, JSON, and XML, supporting a wide range of data processing and integration workflows.

You can use this feature to:

• Archive files for audit or backup purposes

• Transfer data to a target location for downstream processing

• Rename or organize files as part of automated workflows

Whether you're automating data extraction, preparing reports, or managing file-based integrations, the File Storage action offers the flexibility and control needed to manage files effectively within your integration pipeline.

Use Cases

• Archiving transaction data

• Exporting data for manual review

Configuration Steps

NOTE: Ensure that you configure the Remote Agent before using the File Storage action.

Add File Storage Action to Workflow

1. Drag and drop the File storage action into your workflow.

2. Click Configure on the File action.

3. Select the agent that you have configured in the Select Agent dropdown.

4. Select the required Operation (Read, Write, Move/Rename).

Define Storage Parameters for Different Operations

Based on whether you select Read, Write, Move/Rename, define storage parameters in the following ways:

1. Define Storage Parameters for Read Operation

   1. Read From (File/Folder Path): Choose a folder or file from the list OR input a regular expression for a customized and dynamic pattern. (for example, C:/backup/invoices).

   2. File Content: All downloaded files will be stored in a variable. Though the name is auto generated, you can change it, if needed.

   This variable will be added to the datastream (Central fx) to process further.

• Preview: It displays the list of files that you have selected.

• Properties

  • Include files in the sub folder? YES/NO: Provides the option to read only the parent folder or including subfolders.

1. Define Storage Parameters for Write operation

• Write to ( File/ Folder Path): Choose a folder or file from the list OR input a regular expression for a customized and dynamic pattern. (for example, C:/backup/invoices).

• File Name: Define the name for the file to be saved. You can use dynamic variables like File Name, Local File Path, Download File Path, File Size, Remote File Last Modified Date Time.

• File Content: All downloaded files will be stored in a variable. Though the name is auto generated, you can change it, if needed.

• This variable will be added to the datastream (Central fx) to process further.

• Properties

• If File Name Exists:

  • Overwrite: Select to overwrite files with the same name.

  • Skip: Select to overwrite the file with the same name.

• Batch Size: user can select the batch size of 1, 50, 100, 200, 500 from the dropdown.

• Create Sub folder: Click the checkbox to add a static name.

Write to File

1. Define Storage Parameters for Move/Rename Operation

This operation is provided for you to move the data from one file path to another. You can also rename it while moving.

• Source File Path: Choose a file from the drop down list OR input a regular expression for a customized and dynamic pattern.

• Destination File Path: Choose a file from the drop down list OR input a regular expression for a customized and dynamic pattern.

  

  Move/Rename Operation

Best Practices

• Use consistent naming conventions to keep files organized.

• Leverage timestamp placeholders for versioning.

• Secure credentials when using external storage locations.

• Validate output by enabling logging or audit trails.

Limitations

• File size limits may apply depending on the chosen storage.

• Format conversion should be handled explicitly in data preparation steps.