Managing Integration Subscriptions

Users can search for active subscriptions and create a new integration subscription using the procedures described in this section.

Search for Integration Subscriptions

Complete the following steps to search for existing integration subscriptions:

  1. Log in to the ONE system.

  2. Click Menus/Favs > Integration > Search Integration Subscription. In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The Search Integration Subscription screen appears.

  3. To search for an active subscription, click the Filters (edit) link.
    The Search window pop-up appears.

  4. Select Yes from the Active? drop-down box.

  5. Click the Search link.

    images/download/attachments/117756341/sis01-version-1-modificationdate-1679082350000-api-v2.png

    The search result screen appears.

  6. Click the Export to CSV button to export the report to a CSV file.

Creating an Integration Subscription

Complete the following steps to create an integration subscription:

  1. Navigate to Menus/Favs > Integration > New Integration Subscription. In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The New Integration Subscription screen appears.

    To create new integration subscriptions, you can also:

    • Click the Add Subscription button on the Search Integration Subscriptions screen.

    • Click the Schedule Report button on an outbound report.


    images/download/attachments/117756341/cis01-version-1-modificationdate-1679082350000-api-v2.png

  2. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field Name

    Description

    * Category

    Select the category from the drop-down list.

    * Outbound Interface

    Select the outbound interface from the drop-down list.

    * Outbound Interface Version

    Select the outbound interface version from the drop-down list.

    Active?

    Select the checkbox to create a subscription active.

    Destinations

    Select the recipients from the table. See below for instructions on adding a new destination.

    * Execute As

    Use the picker tool to select a role for executing the subscription.

    Ignore Changes Made By

    Use the picker tool to select a user to ignore changes made by them.

    Preferred Timezone

    Select a preferred timezone from the drop-down list.

    Active Date Range

    Select the date and time range during which the integration subscription will remain active.

  3. Click the Add new destination link to add a new destination for receiving messages.
    The New Message Destination pop-up window appears.

    images/download/attachments/117756341/cis02-version-1-modificationdate-1679082350000-api-v2.png


  4. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field Name

    Description

    * Name

    Enter the name of the message destination.

    * Destination Type

    Select the destination type from the drop-down list. Please note that the fields will change when you select different destination types.

    * Email

    Enter the email address.

    Subject

    Enter the subject of the message.

    Message

    Enter the message.

    Attached File Name

    Enter the attached file name.

  5. Click the Create button on the popup to add the destination.
    The newly added destination appears in the Destinations table.

  6. Click the Create button on the tab to create the subscription.
    A success message appears.