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The file transfer is a concept that allows for transfer of sets of files. Each file set has a unique ID in relation to the file transfer and all files in a file set are uniquely named (see the user guide https://composetogo.atlassian.net/wiki/spaces/CNGD/pages/1835117 to learn how to customize the file names). The file transfer can e.g. be used for transferring XML and PDF documents generated in a workflow for off-site handling.

Create a file transfer and double-click the file transfer element in order to open the File Transfer Builder.

Head to the Properties panel and enter a preferred URL Path Name (just some name to distinguish the file transfer in the workspace).

If you have a preferred interval for transferring files you may change the default setting of 3600 seconds to your preferred Time between each file transfer.

You need to add the properties for authentication. Add Client Code Suffix, User Name and Password as preferred. (If you are using FlowRemote to transfer the files to your file server, please note that you need the client code suffix together with the name of the workspace during the installation.)

Save the draft and Publish the File Transfer.

Your settings are published and displayed in the Published section. Exit the file transfer builder to the Organizer.

The file transfer is almost ready to be connected to workflows. Click the Start button in order to run it.

We use FlowRemote, a file transferring agent, to transfer the files generated/uploaded in a workflow to a preferred file server. Once the File Transfer is running it is possible to connect it to FlowRemote installed in another server to transfer files at the specified interval.

When the transfer has been confirmed and decrypted the files are deleted from Compose and are no longer visible in the list in the Pending Files section in the File Transfer Builder. With Flow Remote connected it should be possible to view the Public Key when you have selected the Published tab.

Connecting a File Transfer to a workflow

A File Transfer can be used in multiple workflows in the same workspace. Open or create a workflow which includes a Send via File Transfer activity and an activity creating some sort of files. Select the Send via File Transfer activity in the canvas and click Browse in the Properties panel.

Navigate through your folder structure and select the file transfer you’d like to use and click OK.

It is possible to set the destination folder for the transferred files. Enter the name of the folder in the Directory input field.

Let’s specify the file(s) we wish to transfer. Click the Add File button to open the dialog box for selecting files (which should be quite familiar if you’ve handled files in a workflow before, see https://composetogo.atlassian.net/wiki/spaces/CNGD/pages/1835111).

Browse to select the files you wish to transfer. When you have selected the file generation activity you wish to add, click OK. The added file will appear in the list of files. Repeat this step to add multiple file sources.

When the workflow is in production, and end-users fill out the form, the generated files are collected by the File Transfer. To transfer the files to a file server you need to set up a Flow Remote Agent. If you have not set up a Flow Remote Agent, or if the files are still waiting to be transferred to a file server, you will find them in the Files Pending section in the File Transfer Builder.

From there you can download or delete the files. Remember however, these files have not been transferred to your file server. If you delete these, you will not be able to retrieve the files later. If FlowRemote is connected, the files awaiting delivery are stored encrypted. It will therefore not be possible to view these after download if these are downloaded directly from the pending list without FlowRemote.