Integrate

Post Data with a Custom Template

A Custom template allows a user to create a mechanism for posting to any system.

A user must create all of the associated files and code to support the Custom template.

After a Custom template has been added to a process and the process has been activated, the process can be posted.

Integrate automatically creates a process post for a process template with the name Auto Generated Post For [Process Name]when the process is saved.

NOTE: Data can be posted using a multiple template process. Refer to Post a Process with Multiple Templates for more information.

NOTE: When posting data to a target system, a Template Administrator can register an After Post Rule to a process template. The rule runs after the process template executes successfully and before the next process template begins processing (if posting with a multi-template process). When a process template that has an After Post Rule registered posts successfully, the data is passed to the next dependent process template as an input parameter. Refer to Register After Post Rules to a Process Template for more information.

NOTE: A process must be active to add or edit a process post.

To post data using a Custom template:

  1. Click Categories on Navigation pane.
  2. Click the Processes icon for a category.

  3. Click the Postings icon for a process.

    NOTE: A process must be active for the Postings icon to be available.

  4. Click the Connections icon for a process post to view the Connection ID.

    NOTE: A process post record, with a blank Connection ID, is required for the post process to work.

  5. Return to the Process Post page.
  6. Click the Post icon; a confirmation message displays.

  7. Click OK.

    NOTE: Once the post is complete, Integrate displays a message detailing how many records successfully posted and how many records failed.

  8. Click View Messages icon when the post is complete.

NOTE: Integrate displays a record for each record in the dataset, with a message returned from the system. Message text must be provided by the user and included in the custom code.

NOTE: A developer can log posting messages to assist with troubleshooting and add them to Integrate’s ttDebugLog table as part of the custom template implementation.