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. |
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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. |
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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 are selected by default and cannot be cleared.
Note: | For some Operations of certain Applications, for example, Coupa, you can add your own fields. Such fields are called custom fields. Custom fields are marked by custom on the screen. You can add, edit, or delete only custom fields. Click the  icon to add a custom field. The icon appears only if you are allowed to add custom fields for the selected operation. After you have added a custom field, you can click on the custom field to edit the field properties. |
Simple fields appear with a check box while complex fields appear with a check box followed by an arrow mark. The following states are observed for complex fields:
Unchecked - For unchecked complex fields, only the mandatory child fields are selected but those fields will not be added to the signature, unless you select the parent field.
Checked - If a complex field is selected by default, then only the mandatory child fields are selected. You can select the optional fields, if required. If you select a complex field, then all the child fields are selected.
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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