Using the Integration Detail View
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The system administrator and users with the appropriate role can access these features. |
Use the Detail view to see, add, or edit information for a selected integration. The Detail view consists of information boxes, tabs, and a user-defined middle section.
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The integration information visible and available to be edited may be different, depending on the Authentication Type and specific integration. |
- On the Navigation Bar, click Integrations to open the Integrations List view. If necessary, use the Lookup to locate an integration, and then click on the integration name.
- On the toolbar click the button, or click the current group tab.
- Click the Reset Inbox Status button to reset the status of BODs that have not processed due to a disruption of the synchronization process.
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The Reset Inbox Status button is for troubleshooting purposes only. Infor CRM does not recommend resetting the Inbox unless you are directed to do so. Resetting the inbox status inappropriately may result in reprocessing of BODs. |
Integration information boxes
The integration information boxes contain the primary information about the integration. Depending on the integration, you can view or edit or the information as needed. Some information may not be edited.
detail view tabs
The tabs that display depend on the integration. Click a link to see more information about each tab.
Links | Options | Resources |
Scopes | Back Offices | Users |
Outbound Message Settings |
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Provider |
Details |
user defined section
You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.