To add a Pass-through processor in OptiFLOW:

  1. Fill in the Processor Configuration fields:

  • Processor Label: Give this processor a name and description. It is best practice to label processors according to their business use case (e.g. FTP Processor, Amazon S3 Processor, etc.).
  • Description: Describe the actions that this processor will be performing. (e.g. Pushing files from Folder A on Thru Site to FTPS server folder. All transactions will send a REST notification and Text Message to admins.)
  1. After filling out the Processor Configuration, add the Destination Actions that this processor will perform. To add a destination action, select Add an Action. Multiple actions can be added to a single processor (SFTP file transfer, FTPS file transfer, file moves, etc.)

  1. Next, choose a destination action that you would like to add. Below are the definitions for each of these actions. Each action is linked to a section that explains how to set up that particular action.

  • FTPS – Push all files added in specific Thru site folders to targets on a FTPS server.
  • SFTP – Push all files added in specific Thru site folders to target folders on a SFTP server.
  • Amazon S3 – Push all files added to specific Thru site folders to target folders in S3 storage.
  • Thru Site – Push all files added to certain folders on your Thru site to Thru Site target folders.
  • Web Service Call – Send a REST notification when files are added to a certain Thru site folder.
  • File Move – Automatically move files added to a folder on the Thru site to another folder that exists on the Thru site.
  • Mail Notification – Send an email notification to a subscribed list when files are added to a certain Thru site folder.
  • Text Message – Send a REST notification when files are added to a certain Thru site folder.
  1. After you are finished setting up the destination actions, set the schedule type (Continuously, Daily, Weekly or Monthly) and the frequency (every 15 sec, 1 hour, etc.) for this Pass-through Processor.

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