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: It is necessary to configure the Remote Agent before using the File Storage action.

1. Add File Storage Action to Workflow

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

• Click Configure provided on the File action.

• Click on the Select Agent dropdown and select the agent that you have configured.

• Select the desired operations provided (READ, WRITE, MOVE/RENAME).

Read from a FIle

1. Define Storage Parameters for READ operation

• File Path: Specify the Dropbox folder path where the file should be fetched from (for example, C:/backup/invoices).

• File Content: All downloaded files will be stored in a variable. This name is auto generated, however user can also change 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.

Write to a File

1. Define Storage Parameters for WRITE operation

• File Path: Specify the Dropbox folder path where the file should be copied (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. This name is auto generated, however user can also change if needed. This variable will be added to the datastream (Central fx) to process further.

• Properties

  • Overwrite: Enable if you want to overwrite files with the same name.

  • Skip: Enables you to skip overwriting 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: Enable the checkbox to add a static name or drop any variable from the data stream to name dynamically. Or it can be a combination of both.

MOVE/RENAME operation

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.

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.