Integrate

Register a Status View as an After Post Rule

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).

A Status View used to communicate posting status to the user can be run as an After Post Rule. The view status is "pass" when there are no records in the view for the PostingID (i.e., all the records posted successfully). The view status is "fail" if the view contains at least one record of data for the PostingID (i.e., at least one record failed to post). The view’s failed status becomes the posting status of that template.

Before performing this task, a Template Administrator must create a category, create a template, and create a process. A Status View must be written and stored in a data source accessible to the Stewardship Tier.

Refer to Register After Post Rules to a Process Template Overview for general information.

NOTE: Status Views must be used for Asynchronous postings if it is required for an Asynchronous posting to potentially have a failed status.

To register a Status View After Post rule in Integrate:

  1. Select Categories in the Navigation pane.
  2. Click the Processes icon for a category.
  3. Click the Templates icon for a process.

  4. Click the After Post Rules icon for the template ID.

    NOTE: If no After Post rules have been added to the process template, Vertical View displays. If rules do exist, click Add on the Process Templates: After Post Rules page’s Horizontal View.

    View the field descriptions for the Process Templates: After Post Rules page

  5. Enter a number in the Priority field to set the order this After Post Rule runs if multiple After Post Rules exist.

    NOTE: Rules execute in ascending priority order.

  6. Select the data source that stores the view in the Status View Data Source ID list box.
  7. Select the name of the view in the Status View list box.
  8. Click Save.