The Source Settings window allows users to configure where files will be downloaded from and apply rules for file handling and filtering.

Source configuration is completed in steps. Select an endpoint first, then click Next to configure the Path and other options, and then click Save.

Source tab - endpoint selection

Search for an endpoint or select an endpoint from the list. The list can be sorted by endpoint name or type. After you select an endpoint, its name is shown in the dialog to help confirm your selection.

General tab - configure path and filters

Path: Specify the directory path from which files will be downloaded. To browse to a folder, a self-hosted agent must be installed, running, and assigned to the task. This feature is not supported on Progress-hosted agents.

Include subfolders: When the Include subfolders option is enabled, Automate MFT scans all files within the specified source directory, including nested sub-directories.

Collect only files newer than the last successfully processed file: Select to limit a source step to files that are newer than the most recently processed file. When enabled, Automate MFT stores the last-modified timestamp of the most recently transferred file for this source step. On subsequent runs, Automate MFT collects only files with a last-modified timestamp later than the stored timestamp.
  • Automate MFT tracks the last processed timestamp for the specific combination of:
    • Task
    • Source step
    • Source endpoint
    • Source path
Note: This option evaluates file newness using the file’s last modified timestamp, not the file name. Copying an older file into the directory without changing its modified timestamp does not make it eligible for collection.
Filter only specific files: This option allows users to filter which files are downloaded based on file filters and match types. File filters are applied first to narrow down the list of candidate files. After filtering, the match type is applied using AND logic. This means that a file must match the filter and satisfy the defined conditions to be selected for download. For more detailed information, see file wildcards and globs.
  • File Filters: Users can list custom filters, such as file name, extension, and size, to limit the files that are downloaded.
  • Match Type: Users can define rules for filtering files based on specific attributes. These rules are evaluated using logical conditions, and at least one condition must be added for the filter to be active.
    • Match All: Uses AND logic. All conditions must be true for the file to be selected.
    • Match Any: Uses OR logic. A file is selected if any one of the conditions is true.

Retry tab - configure retry settings

Retry if no files found: Select this checkbox to retry your task if no files are found. When this checkbox is selected Retry Count and Retry Delay become available.

Retry Count: Adjust the number of times the task will be retried.

Retry Delay: Adjust the delay between task retries in minutes.

Note: The total amount of time allowed for retries is 30 minutes.