Using the Integrations list view
The Integrations list view displays all of the integrations that you have access. This list includes all integrations released by Infor CRM SLX as well as custom integrations. You can use groups and lookups to narrow the list of records that display.
The system administrator and users with the appropriate role can access these features. |
To access the Integrations list view, you can click on the Navigation Bar.
On this page, you can:
- Click to refresh list information.
- Click the integration name to access the Integration detail view. See Using the Integration detail view
- Work with records in a grid. See Working with Grids in list views and tabs
- Filter my list. See Using Task Pane filters
- Use the Using lookup option to search for records. See
- View a Group. See What are Groups?
- Use the Group Shortcut menu. See Using the Group Shortcut menu
The Task pane contains the
section. In this section, you can:- Add to Group. See Adding Ad Hoc group records
- Remove from Group.
- Save Records as a Group. See Adding an Ad Hoc group
- Export Records. See Exporting records to a file