Scenario The Invoice button must be hidden in Estimate transactions to restrict a specific role such as Sales Reps from creating Invoices Solution Navigate to Customization > Workflow > Workflows > New Basic Information: Name: Enter Hide Invoice Button for Estimate Record Type: Select Transaction Subtype: Select Estimate Released Status: Select Released Keep Instance and History: Select Always Enable Logging: Enter Checkmark Event Definition: On Create: Enter Checkmark On… Continue reading Create a Workflow to Hide the Invoice Button on Estimate for a Specific Role
Author: Bhagyalekshmi S
CREATING A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH
Sometimes a business requirement demands that the data in a custom field is not something that can be derived by sourcing or using a formula. You may need to provide a total of the quantity of all items on a sales order (or other transaction) or the number of lines on a sales order. This… Continue reading CREATING A CUSTOM FIELD THAT USES CALCULATED DATA FROM A SAVED SEARCH
Navigate integrator.io
After you sign up for integrator.io, you can browse through different integration options or use tools and resources to create a flow for an integration. Account management The following menu displays in the top right corner of your account. Use this menu to switch between your Production environment or your Sandbox environment, review notifications, or view… Continue reading Navigate integrator.io
Create HTTP import mapping with static or dynamic lookup
This article explains how to use the lookup handlebar at the record level to implement static and dynamic lookups in an HTTP application import. This lookup option occurs during import mapping, in order to perform an additional query prior to syncing records. Do not confuse this import setting with the results mapping for a lookup flow step, which retrieves records or… Continue reading Create HTTP import mapping with static or dynamic lookup
Response mapping
You can add response mappings to capture data returned from an import within your flow. For flows that have multiple imports, response mappings allow you to insert the response data of an import back into your source record so that you can reference that data in subsequent steps of your flow. For example, if an… Continue reading Response mapping
Set up a basic auth connection to NetSuite
CAUTION: With the release of API version 2021.1, NetSuite does not allow new accounts to connect to a Restlet via basic authentication. This auth type is now marked “To be deprecated – do not use.” If you’re still using basic authentication, you’ll need to change your authentication method to a more secure method. Two additional NetSuite… Continue reading Set up a basic auth connection to NetSuite
Set concurrency limits in integrator.io
Each integrator.io connection has its own concurrency setting, which controls the maximum number of concurrent requests the connection can make. To view or edit your settings for a connection: Go to Connections, then expand the options under Actions. 2. Select the Edit connection pane. 3. Modify the Concurrency level by using the drop-down list. The concurrency level in integrator.io should match… Continue reading Set concurrency limits in integrator.io
Identify existing records when importing records
This feature allows you to identify existing records when importing records. It analyzes data files and datasets to identify similar or existing records in the destination application and react accordingly. You can use this for imports from relational databases and HTTP or REST APIs. Step A: Import your records Records are normally imported through create,… Continue reading Identify existing records when importing records
Can integrator.io handle a lookup response greater than 5MB
As a standard, integrator.io does not support lookup responses greater than 5 MB. However, there is an alternative solution for large single-record or unchanged datasets returned by a JSON lookup. This workaround is valid for use cases like retrieving all Project Ids from a source and then retrieving all the project details for a specific Project… Continue reading Can integrator.io handle a lookup response greater than 5MB
Back up an integration with a snapshot
You can create snapshots when you’re making changes to an integration. A snapshot is a copy of an integration at a certain point in time. Consider it a backup of your integration that you can revert to if you run into issues. You might want to create a snapshot in the following scenarios: When you’re handing… Continue reading Back up an integration with a snapshot