Adding or Editing Operations
Use the Operations screen to add, edit, or delete custom Operations.
To add or edit a custom Operation
1. From the Integration Cloud navigation bar, click Applications.
2. Select an Application from the list, and then select Operations.
To use an Application, you are required to agree to the summary of terms. Click I agree to use the Application. Click I do not agree if you disagree with the summary of terms and do not want to use the Application. Click Cancel to go back to the Applications page.
3. From the Operations screen for the selected Application, click Add New Operation to add a custom Operation or click Edit to update an existing custom Operation. You can edit the Operation or the Business Parameter from the Edit drop-down list.
4. On the Select your <...> account screen, complete the following fields. Required fields are marked with an asterisk on the screen.
Field | Description |
Name | Provide a name for the custom Operation. |
Description | Provide a description for the custom Operation. |
Type | Select the type of Operation you want to perform for the selected Application. A Trigger is an Operation which fetches data from an Application and which can be used in the Source section while creating an Integration. An Action is an Operation which uploads data to an Application and which can be used in the Target section while creating an Integration. Note: | You will not be allowed to change these options after you have created an Operation. |
|
Select account | Select an Account created for the Application from the drop-down list. Only active or enabled Accounts are listed in the drop-down list. |
Select functional area | Select the Application service from the drop-down list. Note: | This option is available only for certain Applications. |
|
5. Click Next.
The Select the Operation screen appears.
6. Select the Operation to be performed, and then click Next.
The Select the Business Object screen appears.
7. Select the Business Object to be associated with the Operation you have selected in the previous step and then click Next. Business Objects appear only for certain Applications and Operations.
The Select the Data Fields screen appears.
8. Select the data fields for the Business Object you have chosen in the previous step and then click Next. Data fields appear only for certain Applications and Operations. Mandatory data fields for the Business Object that appear in the Added Data Fields pane are selected by default and cannot be cleared.
Simple fields appear with a check box while complex fields appear with an arrow mark and then followed by a check box. The following states are observed for complex fields and for the table header check box:
Unchecked - None of the fields are selected
Checked - When all the fields are selected
Partially checked - When at least one field is not selected
When the state is "Partially checked", then based on the browser you are using, the check box of the complex field and the table header check box appear hyphenated in Google Chrome (
), appear as a black box in Internet Explorer (
), and appear shaded (
) in Mozilla Firefox.
Click
or
to move only the selected fields.
Click
or
to move all simple and loaded complex fields.
You can close multiple complex fields by clicking the
Collapse All button on the top left corner of the
Select the Data Fields pane. Point the mouse cursor to a field to see more details about that field. The informative symbol (
) appears beside a complex field that is not loaded.
Note: | For some Applications, for example, Microsoft Dynamics CRM, you can choose the way a query can be executed in the Confirm operation screen. Choose the operation and then click Finish. |
9. Verify the details in the Confirm Operation screen. You can click the link beside the Data Fields Added field to view the data fields you have added.
10. Click Finish to create the custom Operation.
Note: | You will not be able to delete an Operation if it is used by an Integration. |
After you click Finish or Save, if there are any Business Parameters, you will be asked to configure the Business Parameters.
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