This shows how to access standard fields and it works ok, but I've added custom fields (user fields) on Accounts, there is no showcase how to do that? Or am I missing something?
Any example for call a API Rest from c# script in a businessProcess?
I have a list of processes to call from a detail, one of them must call an API and process the response but I can not use the "Call Web service" element because the request needs a json structure with many nests and I can not complete it in any other way that is not a script, any suggestions?
I use the OData to extract the data. I need to get cases with the specific status from the CaseCollection. To do this I use the following Http-request:
The Status column in the Case table is the foreign key for CaseStatus table. Therefore, the correct syntax is the next: [Name_of_joinable_table / Name_of_column_for_linking_of_joinable_table].
We have an API that we are trying to grab information from and show the information on a detail on the edit page. We are already the API is working and we are getting a response, however we are not sure how to now display the data on the detail.
(We are using a detail because on the edit page we are grabbing a new values and passing them through parameters for a query done on the other server getting the API call.)
Do you have any thought on this? We looked into virtual columns/tables but were unsuccessful.
So, you have a REST-service and you are looking for a way to display the response from it on some detail on the edit page. Do I understand you correctly?
The best way to achieve this goal is create a business process. Please, take a look on the [Call web service] process element.
I was wondering if there are working projects of the different public integration methods out there in the community before I reinvent the wheel; besides what is in the development manual, like on GitHub or on this site. I'm looking for actual Visual Studio projects or solutions; boilerplate if you will. I'm only interested in integration, not BPM customization.
Second question, where do you find the latest Terrasoft assemblies, if you are working with the cloud version only, not on premise.
Please note that you will not be able to open bpm'online solutinon in VS, build it and run. Bpm'online is not OpenSource. However, on-side installation allows attaching visual studio and debugging.
Has anyone been able to use integration SaaS solutions such as Zapier or MuleSoft with bmp'online? I realize the bmp'online is RESTful and may require some additional effort. I am mostly focused on a one-way sync to create leads. Hoping to find a way to hit the DataServices side of bmp'online.
We already have the suggestion to add the out-of-the-box integration with the services registered and passed to the appropriate team. It will be taken into consideration for the further releases.
At the moment the integration can be created via OData/DataService in case the mentioned services have the open API.
Our employee data are available in Oracle database and we want to integrate the employee details to our environment. Every day the data should be synchronized and if any new user is added/modified, it should be updated to our environment post synchronization. How can I integrate Oracle with BPM'Online and where can I find any documents/link related to it?
Hence, you can use OData protocol, which is a universal for integrations. Also, you can create your own web service in bpm'online using C# and send external request to your side. Please see instruction on how to create your own web service:
You can find the CRUD requests example in the atteched file. The only two things that the manual doesn't cover are CSRF token (you will receive it in the login request response and you will need to add it to all of the next requests). Please check how I add the sessionid key. You need to add the CSRF id in the same way. Besides, you can avoid using the sessionid cookie if you use the forceusesession key in the header of all of the requests.
Please note that it's not ok to select all of the contacts via API. If you have a lot of contacts, the request will take huge amount of time. I recommend to use a filtration and select only the data that you need.
Afterward, choosing this method in "Call web service" business process parameter, you will be able to fill in any nested parameter:
