Difference between revisions of "ATC/Current/AdminGuide/BuildArchFlows"
From Genesys Documentation
m (Text replacement - "https://help.mypurecloud.com/articles/altocloud-permissions-overview" to "https://help.mypurecloud.com/articles/?p=195191") |
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|Context=Prepare an Architect workflow to integrate {{MINTYDOCSPRODUCT}} with a third-party system. | |Context=Prepare an Architect workflow to integrate {{MINTYDOCSPRODUCT}} with a third-party system. | ||
|ComingSoon=No | |ComingSoon=No | ||
− | |Platform=GenesysEngage-cloud | + | |Platform=PureConnect, GenesysCloud, GenesysEngage-cloud |
|Prereq=[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:] | |Prereq=[https://help.mypurecloud.com/articles/?p=195191 Configure the following permissions in Genesys Cloud:] | ||
− | *'''Architect''' > '''Flow''' > '''UI''' | + | *'''Architect''' > '''Flow''' > '''UI''' |
*'''Architect''' > '''Flow''' > '''Search''' | *'''Architect''' > '''Flow''' > '''Search''' | ||
|Section={{Section | |Section={{Section | ||
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|anchor=SFCampaignParms | |anchor=SFCampaignParms | ||
|alignment=Vertical | |alignment=Vertical | ||
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|structuredtext=To build an integration using the Architect flow action in {{MINTYDOCSPRODUCT}}, you must use an Architect flow of the '''Workflow''' type. The workflow allows you to execute an action via the REST API. | |structuredtext=To build an integration using the Architect flow action in {{MINTYDOCSPRODUCT}}, you must use an Architect flow of the '''Workflow''' type. The workflow allows you to execute an action via the REST API. | ||
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*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFLeadGenParms|display text=Required parameters for Salesforce Lead Creation and Campaign Attribution integration}} | *{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=AFSFLeadGenParms|display text=Required parameters for Salesforce Lead Creation and Campaign Attribution integration}} | ||
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
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#*Click '''Add''' and specify a name. | #*Click '''Add''' and specify a name. | ||
#*Update the other fields as you need to. | #*Update the other fields as you need to. | ||
− | #[https://help.mypurecloud.com/articles/ | + | #[https://help.mypurecloud.com/articles/?p=2730 Import] the integration-specific workflow: |
#*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=ARSFPrepFlow|display text=Required workflow for the Salesforce Lead Creation and Campaign Attribution integration}} | #*{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=ScenarioArchFlows|anchor=ARSFPrepFlow|display text=Required workflow for the Salesforce Lead Creation and Campaign Attribution integration}} | ||
#{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=RefIntegrity|display text=Update the data action referential integrity constraints}}. | #{{Link-SomewhereInThisVersion|manual=AdminGuide|topic=BuildArchFlows|anchor=RefIntegrity|display text=Update the data action referential integrity constraints}}. | ||
#Save the workflow. | #Save the workflow. | ||
#Publish the workflow. | #Publish the workflow. | ||
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|Status=No | |Status=No | ||
}}{{Section | }}{{Section | ||
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#Under '''Data Action,''' select the name of the corresponding data action. | #Under '''Data Action,''' select the name of the corresponding data action. | ||
#Repeat these steps for every data action with a red border.<br /> | #Repeat these steps for every data action with a red border.<br /> | ||
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|Status=No | |Status=No | ||
}} | }} | ||
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Revision as of 13:47, November 19, 2020
This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.
Prepare an Architect workflow to integrate Genesys Predictive Engagement with a third-party system.
Configure the following permissions in Genesys Cloud:
- Architect > Flow > UI
- Architect > Flow > Search
Campaign parameters
To build an integration using the Architect flow action in Genesys Predictive Engagement, you must use an Architect flow of the Workflow type. The workflow allows you to execute an action via the REST API.
The REST request requires certain parameters:
Prepare the workflow
Important
Always use the Workflow flow type.To prepare the workflow:
- Create a new workflow.
- From the Flows list, select Workflow.
- Click Add and specify a name.
- Update the other fields as you need to.
- Import the integration-specific workflow:
- Update the data action referential integrity constraints.
- Save the workflow.
- Publish the workflow.
Update referential integrity constraints
Predefined data actions are built to work in the Genesys Predictive Engagement development environment. To make them work in your environment, you must update the referential integrity constraints.
For each data action, do the following:
- In the workflow, select a data action with a red border. (The red indicates the referential integrity problem.)
- Under Data Action, select the name of the corresponding data action.
- Repeat these steps for every data action with a red border.
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