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<div class="trix-content"><p>The <strong>General</strong> section is where you define the “identity” of the transfer (name/description), which systems it connects, which tables/objects it moves between, and the <strong>core behavior</strong> (Add/Update/Delete, error handling, etc.).<br><br><strong>Main fields</strong></p><ul><li><strong>Code</strong>: unique transfer ID (e.g., 01_CUST02_CRM_UPD).</li><li><strong>Description</strong>: add a human-readable description.</li><li><strong>Status</strong>: lifecycle label (e.g., Implementing/Testing/Ready/Archived).</li><li><strong>Group</strong>: folder/grouping for organization + scheduling (e.g., CUST).&nbsp;</li></ul><p><strong>Connections &amp; tables</strong></p><ul><li><strong>Source / Source Layout</strong>: which connection/layout reads the data (e.g., NAVODATA001).</li><li><strong>Destination / Destination Layout</strong>: which connection/layout writes the data (e.g., CRMODATA001).</li><li><strong>Source Table</strong>: source entity/table (e.g., CustomerCard).</li><li><strong>Destination Table</strong>: target entity/table (e.g., account).</li><li><strong>Link Storage</strong>: where Rapidi stores record relationships (helps matching across systems).</li></ul><p><strong>Behavior checkboxes<br></strong><br></p><ul><li><strong>Enabled</strong>: transfer can run.</li><li><strong>Update</strong>: update existing target records.</li><li><strong>Add</strong>: create new target records.</li><li><strong>Delete</strong>: delete target records (usually keep off).</li><li><strong>Continue on Error</strong>: don’t stop the whole run because of 1 bad record.</li></ul><p>Other options (Actions/Move/Delete All/Autogenerate Key/All Fields) are advanced—leave off unless you know you need them.</p></div>
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