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 Lookup to locate an integration. The Integration detail view is displayed.

On this page, you can:

  • Click List View icon on the toolbar, or click the current group tab to switch to the List view.
  • Use the Lookup to search for records.
  • Vie a Group. See What are Groups?.
  • Click Reset Inbox Status to reset the status of BODs that have not processed due to a disruption of the synchronization process. See (Infor CRM Back Office Extension only).
    Note: The Reset Inbox Status is for troubleshooting purposes only.Infor CRM SLX does not recommend resetting the Inbox unless you are directed to do so. Resetting the inbox status inappropriately can 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 cannot be edited. See Integration Information Fields

Detail view tabs

The tabs that display depend on the integration. You can 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. See Dragging and Dropping