Using the Integration detail view
Use the Integrations detail view to add, view, or modify information for a selected integration. The detail view consists of information boxes, tabs, and a user-defined middle section.
Note:
- The system administrator and users with the appropriate role can access these features.
- The integration information visible and available to modify can be different, depending on the Authentication Type and specific integration.
To access the Integrations detail view:
- You can click Integrations on the Navigation bar to access the Integrations list view.
- You can click a integration name or use the to locate an integration. The Integration detail view is displayed.
On this page, you can:
- Click icon on the toolbar, or click the current group tab to switch to the List view.
- Use the to search for records.
- View a Group. See What are Groups?.
Integration Information fields and Detail view tabs
The integration information fields, and detail tabs contain the primary information about the integration. Depending on the integration, you can view or edit the information as needed. Some information cannot be modified. Refer these topics for integration-specific fields:
- Back Office Extension. See Configuring Back Office Extension Integration.
- Contour. See Configuring Contour integration.
- CRM Workflow. See Configuring CRM Workflows.
- Exchange Rate Service: This integration is no longer supported.
- ExchangeSync (OAauth). See the Applying Infor CRM Sync for Exchange document.
- Generative AI. See Configuring the Generative AI integration.
- GoogleMail. See the Applying Infor CRM Sync for Gmail document.
- GoogleSync. See the Applying Infor CRM Sync for Gmail document.
- Infor CPQ. See Enabling CPQ.
- ION Workflow. See Configuring ION Workflows.
- Marketo. See Configuring Marketo.
- OCM EMail Marketing. See Configuring the OCM Email Marketing integration.
- Outlook Sync. See Configuring Outlook Sync Integration.
- Sales Intelligence integration. See Configuring Sales Intelligence integration.
User Defined section
You can drag and drop tabs into the user defined middle section. The tab is displayed until moved back to the lower section. See Dragging and Dropping