Integrate

Configure a GUI Script

This topic contains the following sections:

NOTE: For Stewardship Tier versions 7.3 and later, recording a GUI script to use as the basis for an Integrate template has been removed. New templates based on GUI recordings cannot be created in version 7.3 and later; however, GUI templates created in previous versions of the Stewardship Tier, as well as copies of GUI templates, can be used in the tasks described in this topic.

Modify a GUI Script with a Custom Command

>Review the steps in the process.

Integrate allows a user to manually overwrite the GUI script using a custom command that performs advanced checks and functionality during posting.

To view the current command and create a custom command for a field captured in the GUI recording:  

  1. Select Categories from Navigation pane.
  2. Click the Templates icon for a category.
  3. Locate the Template with a Type of GUI Script.
  4. Click Vertical View.
  5. Click Configuration tab.
  6. Click GUI Script Data button.

  7. Click Vertical View for a field.

    View the field descriptions for the GUI Script Data page’s Vertical View.

    NOTE: The script line related to this field displays in VB Script Line.

  8. Click Recording tab.
  9. Click Commands to view the commands and actions captured for this field during the GUI script recording.
  10. Navigate back to the GUI Script Data page’s Vertical View.
  11. Click General tab.
  12. Click Edit.
  13. Click Custom Command check box to enable it.

  14. Modify the text in VB Script Line field to include the custom command.

    NOTE: The VB Script Line must contain valid VBScript syntax for the custom command to run.

Integrate will run the custom command when posting data.

Delete GUI Script Fields

>Review the steps in the process.

GUI script fields are individual fields that capture data during the GUI script recording. If redundant steps were created during the recording, delete the field instead of re-recording the script.

Delete GUI script fields on the GUI Script Data page by clicking Delete for the record.

Copy a GUI Script Data Record

>Review the steps in the process.

Integrate allows a user to copy a template based on a GUI Script and to copy an individual GUI script Data Record. The GUI Script Data Record can be copied to the current template only.

Refer to Copy a Template for more information.

NOTE: A user cannot copy a GUI Script Data Record if the template that contains the GUI Script is active.

To copy a GUI Script Data Record:

  1. Select Categories on Navigation pane.
  2. Click the Templates icon for a category.
  3. Click Vertical View for a template based on a GUI script.
  4. Click Configuration tab.
  5. Click GUI Script Data.

  6. Click Vertical View for a GUI Script Data Record.

    View the field descriptions for the GUI Script Data page’s Vertical View.

  7. Click Copy in Page toolbar; a confirmation message displays.
  8. Click Ok.

Integrate creates an exact copy of the GUI Script Data Record, except for the priority, which it increments by 1.

Configure Conditional GUI Script Data Records

>Review the steps in the process.

Conditionals for GUI scripts contain logic used during the post process to determine whether or not to execute steps within the GUI Script template. Only one conditional can be configured per GUI data record.  A condition can be applied to a single data record or can be applied to a loop.

NOTE: Conditionals cannot be modified if the template is active.

To configure conditional records on the GUI Script Data page:

  1. Locate the GUI data record.
  2. Click Vertical View.

  3. Click Conditionals button.

    View the field descriptions for the GUI Script Conditionals page.

  4. Select a field from CONDITIONAL FIELD NAME list box.

    NOTE: This list contains all fields captured during the GUI recording (those that have the Is field check box enabled).

  5. Select a conditional from CONDITIONAL TYPE list box.
  6. Enter a value in CONDITIONAL VALUE field.
  7. Click Save .

After this template is added to a process, the data set that will be posted will meet the conditions configured. 

Configure GUI Script Template Loops

>Review the steps in the process.

Looping is a posting mechanism that processes multiple child keys for one parent key. It allows for multiple headers with infinite details to be posted. Looping can be enabled during template creation or after recording.

When a template that uses loops is added to a process, each loop in the template becomes a process template loop. Refer to GUI Script Template with a Single Loop for more information.

Looping is necessary when data in the same field at the detail level should be updated for multiple header records. For example, to enter data for the Export Legal Control for a Material, a template would need to generate one transaction with multiple screens to update the export control class for each country.

Looping is not necessary when a change in data is made at the header level as is the case when changing a Material Description.

NOTE: The template must be deactivated to configure looping.

To configure loops for a GUI script:

  1. Click the Enable Loop check box to enable it on the Configuration tab of the Template page’s Vertical View.

  2. Click GUI Script Data.

    View the field descriptions for the GUI Script Data page.

    NOTE: This page displays three loop-related columns when the Enable Loop check box is enabled: Loop Plus, Loop Minus, and LOOP NAME.

  3. Click the Loop Plus or Loop Minus buttons to control the loop levels.

    NOTE: The Loop Plus button does not display for the first row as the highest prioritized record does not have a loop.  The Loop Minus button is disabled until the user clicks the Loop Plus button for a record.

    NOTE: A loop is comprised of contiguous row selection. Integrate names the loop for the row or group of rows selected with the lowest priority Loop 1.1. Integrate creates a new loop, and names it Loop 1.2 when a noncontiguous row of higher priority has a loop added.

    NOTE: After clicking the Loop Plus button, the Loop Minus button is activated and the loop name, generated by Integrate, displays in the LOOP NAME column.

  4. Click Vertical View for a looped record to view information about the loop.

    View the field descriptions for the GUI Script Data page’s Vertical View.

    NOTE: For looped records, the General tab displays a Loop Details section, including the fields Loop Name, Loop Description, and Loop Index.

  5. Navigate to the Template page’s Vertical View.
  6. Click Documentation tab.
  7. Click Report to view the modified script with loops.