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Automatically Create Files on Load Drop Dispatch

You can use the automation feature to automatically create files in a specified SFTP account every time a load drop is dispatched. This is ideal for generating dynamic files with specific event details.
1

Create your automation

Go to the Automations section and create a new automation. Set it to activate when a load drop is dispatched. Enter the desired File Name, choose the FTP User account for the file upload, and select the relevant Document Category (e.g., dispatch).
2

Upload a template file

In the Template File box, upload the template that will be used to create the file. This template can be in common formats such as CSV or TXT. The template will automatically include data from the dispatched load drop.
3

Use dynamic data in the template

Add dynamic data to your template using placeholders. The main data objects available are:
  • load_drop: Access information about the load drop, such as its ID or destination.
  • dispatch_transactions: Details about the transactions linked to the load drop dispatch.
For example, to display the postcode of the load drop’s address:
{{load_drop.address.postcode}}
To list the product code for each dispatch transaction:
{% for transaction in dispatch_transactions %}
{{transaction.product.code}}
{% endfor %}
Refer to the Liquid templates documentation for more detailed guidance on using dynamic data.
4

Finalise and save the automation

Check that all fields are correct, including the file name, FTP user, and template data. Click Save. The automation will now create files automatically when load drops are dispatched.