Using the Integration Detail View

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.

The system administrator and users with the appropriate role can access these features.
Note: The integration information visible and available to be edited may be different, depending on the Authentication Type and specific integration.

To open the Integrations Detail view, click Integrations on the Navigation Bar to open the Integrations List view. Click the integration name to open the integration Detail view. If necessary, use the Lookup to locate an integration.

On this page you can:

  • Click (List View) on the toolbar, or click the current group tab to switch to the List view.
  • Use the Lookup to search for records
  • View a group
  • Click Reset Inbox Status to reset the status of BODs that have not processed due to a disruption of the synchronization process (Infor CRM Back Office Extension only).
    Note: 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 Fields

The integration information fields 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 Configuration Group Provider
Details Workflows  

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.

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