Adding or Editing Operations
Use the Operations page to add, edit, or delete custom Operations.
To add or edit a custom Operation
1. From the Integration Cloud navigation bar, click Connect > 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 page for the selected Application, click Add New Operation to add a custom Operation or click Edit to update an existing custom Operation. The Add New Operation option is not available for some Applications.
4. On the Select your <...> account page, complete the following fields. Required fields are marked with an asterisk on the page.
Field | Description |
Save as | Provide a name for the custom Operation. |
Description | Provide a description for the custom 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 page appears.
6. Select the Operation to be performed, and then click Next. Depending on whether the operation is Complex, Simple, or Dynamic, the Business Object or the Interactions page appears. Examples of Business Objects are Contact, Account, and so on and examples of Interactions are Create, Update, Upsert, Delete, and so on.
Note: For some operations, Integration Cloud displays appropriate Business Object pages, for example, for the createMultiple and updateMultiple operations in the Salesforce v42 Application, or Interactions (sub-operations) pages, for example, for the Batch and ChangeSet operations in the OData 4.0 Application, depending on whether the selected operation requires metadata, such as a business object, fields, and data types of fields. You can create or update multiple business objects in a single request. You can also add interactions and then associate those interactions with business objects in a single request. Interactions will be executed in the same sequence as they are placed in the Interactions table. Different pages appear based on the scenarios mentioned in the Single or Multiple Interactions with Single or Multiple Business Objects with dependencies section.
Single or Multiple Interactions with Single or Multiple Business Objects with dependencies
Single Operation has a single Business Object - An operation has only a single business object. The operation has neither multiple interactions nor has records. An example of a single operation and a single object can be a "create" operation that contains only the "contact" business object.
Single Operation has multiple Business Objects - A single operation has multiple business objects. An example of a single operation with multiple business objects can be a "create" operation that contains two business objects, "contact" and "account".
Single Operation has multiple Business Objects with dependencies - A single operation has multiple business objects and some of the business objects may have dependencies on other business objects.
Multiple Interactions have multiple Business Objects - Multiple Interactions have multiple business objects. For example, the "create" and "update" Interactions can act on the "account" and "contact" business objects respectively.
Multiple Interactions have multiple Business Objects with dependencies - Multiple Interactions have multiple business objects and some of the business objects may have dependencies on other business objects. For example, the "create" and "update" Interactions can act on the "account" and "contact" business objects respectively.
Further, for some operations, for example, for the Retrieve Contained Or Derived Entity operation in the OData 4.0 Application, Integration Cloud displays nested, hierarchical, or multi-level business objects if the operation is designed to support nested business objects. You can expand the nested business objects to display the child-level objects.
7. Select the Business Object to be associated with the Operation you have selected in the previous step and then click Next. For some operations, you must select the Interaction and then the Business Object. Business Objects and Interactions appear only for certain Applications and Operations.
8. In the Data Fields page, 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 page. 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 page. Choose the operation and then click Finish.
9. In the Confirm Operation page, verify the details. You can click the Data Fields link to view the data fields you have added. For some Operations, you can click the Business Object link to view the data fields added.
10. Click Finish to create the custom Operation.
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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