Routine Setup

Create a New Routine

Select Add Routine

Routine Name: This is the name you have defined for the routine.

Routine Description: This is your defined Description for the routine. It should be a summary of what it actually does.

Upon adding it, you will be returned to your list of routines.

Select the Pencil to continue the creation of fthe routine

Sequence Name: This is your name for the sequence. It should be short and clearly express what is happening.
Sequence Description: This is a long-form definition of what this sequence is doing.
Routine Order: This refers to the sequence of execution for the routine.
Data Source ID: This is the Plex Data Source ID

In the current state, you can run routines that have data source executions that run in the order that you dictate

Dynamic files can be partially or wholly generated by previous sequences in the routine.

The Test credential is for querying Plex for Data Source Parameters and input.

Source Sequence: is the selection of the routine segment to pull information from

Source Type is the selection of where to pull the information from—either the input or the output of the data source.

It dynamically looks up the outputs of the data source.

It will look up the information from either the Excel input or dynamically created rows.

The target is the column that this information should be inserted into.

It matches the data type of the output and will not allow you to select something incompatible.

Matching rules control how the data is inserted into the input of this sequence of the routine.

Source Type: This feature allows you to perform matching either on the input sequence or on the output sequence.
Source Output Match Column: This selects which column you should attempt to match.
Target Input Match Column: This selects which column you should compare to in the input for this data source.

Generate Dynamic Input Rows allows you to create entirely new rows of input when no match is found. This enables you to have truly dynamic rows and uploads.