Create a SOTI Snap Link Connection

Before you begin

Your app must contain a Form screen to use a SOTI Snap Link Data Export connection.

Note: To complete a SOTI Snap Link data export, you must download and install the SOTI Snap Link application on a computer that meets the System Requirements.

About this task

Use SOTI Snap Link data export to send data from a SOTI Snap app to an external destination such as SQL Server database.

To send data from your app to a SOTI Snap Link:

Procedure

  1. In the Canvas, select the Data Connection Rules tab to show the Data Connection Rules view.
    Select the Data Export tab.
    Data Connection Rules view, Data Export tab
  2. Select New Data Export Rule to launch the Create Data Export wizard. Enter a name for the data export and select SOTI Snap Link from the available sources. Select Next.
    Note: Each data connection name must be unique within the app.
  3. Select Create New to add a SOTI Snap Link account to SOTI Snap.
  4. Enter a name for the SOTI Snap Link account. You can also add an optional description.
    Create Snap Link Connection
  5. Select Generate Enrollment ID to create an enrollment ID. Select Copy Enrollment ID to copy the enrollment ID to your clipboard.
    Each enrollment ID is unique to a SOTI Snap Link account. You have another chance to save the enrollment ID later, and you can retrieve it at any point by opening the details for the SOTI Snap Link data export.

    If you want to export data from multiple apps (or different forms within the same app), choose the same SOTI Snap Link account each time you create a new SOTI Snap Link data export.

  6. Use the No. of Days slider to select the length of time to retain data in the SOTI Snap Link database.
  7. Select Continue.
  8. Enter a username and password.
    Each SOTI Snap Link connection can have only one registered user. If you lose your login information, contact your SOTI Snap administrator.
    Register Snap Link User
  9. Select Next.
  10. Select the SOTI Snap Link account you just created and select Next.
  11. Select the app form screen where you want to pull data from to send to SOTI Snap Link.
  12. Choose the app fields you want to include in the data transfer. Only fields in the selected Form screen appear. Select Next.
  13. Determine which data from the app to export to this destination.
    • Choose All records to export all app data.
    • Choose Filter records to create filters and export only a subset of data from the app.
    App record filtering options
    1. Specify if the record must meet all or any of the specified conditions for it to export.
    2. Select the field where you want to apply the condition. Use the Operator and Value fields to set your conditions.
    3. Select Add to add more conditions.
    4. Once you are satisfied with all your conditions, select Next.
  14. Review the settings of the data connection. If you're satisfied, Select Download to save the SOTI Snap Link installer to your computer and then select Finish to save your data connection. Otherwise, select Back to return to a previous screen and make edits.

Results

New data connections are immediately active and appear under their respective tabs in the Data Connection Rules view.

What to do next

Install SOTI Snap Link and activate it on your computer.

Important: The enrollment ID expires after 48 hours, so install and activate SOTI Snap Link as soon as possible.

Once a SOTI Snap Link account is active, you can use the same account for other apps.

Note: You can only publish your app once the SOTI Snap Link account is active.