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Agent and Data Management

Change Template Field Settings

Configure settings such as name, description, data format, confidentiality, default value, etc. for a field in a template.

Add an Agent to an Agent Group

Assigning an agent to an agent group enables you to bring field names, publishing, and other settings into compliance with agent group requirements.

Sort or Filter an Agent’s Collection

Specify which fields will be displayed, add criteria to filter data, and organize data using custom sort orders. Save filtering and sorting configurations as views for agent collections. Use views to view, publish, and/or export subsets of data.

Publish Data to Amazon S3

Configure an agent to automatically publish its extracted data to an Amazon S3 bucket—after each run or on a schedule.

Publish Data to Dropbox

Configure an agent to automatically publish its extracted data to a Dropbox account after each run or on a schedule.

Publish Data to an FTP Server

Configure an agent to automatically publish its extracted data to an FTP server—after each run or on a schedule.

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