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XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
    • Browser Requirements
    • Features
  • Resources
    • What's New in 7.0
    • Security
    • Connectors
    • FAQs
      • Integration
      • Configuration
      • Troubleshooting
      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
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  1. Concepts

Integration Wizard

PreviousActivity Configuration WizardNextReport Designer Wizard

Last updated 4 months ago

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The XMPro Integration Wizard provides a user-friendly way to integrate WorkFlow Connector Plugins with XMPro Activities. It allows users to create activities based on structures specified by a connector and to map the existing Activity objects to the connectors.

Wizard Features

The Wizard is available on three levels in the XMPro WorkFlow Designer:

  1. Activity Level

  2. Trigger Level

  3. Control or Object Level

A User-friendly way to map controls to a data source is by means of Predictive Mapping.

Automatic Control creation, which includes:

  • Automatic Data type constraints.

  • Automatic Required constraints.

  • Create, Read, Update, Delete (CRUD) on Object Groups which updates all line items to the Source Object in one operation.

Browse Page features includes:

  • Populating the page.

  • Automatic Browse objects creation.

  • Configuration of target objects.

  • Lookups are populated.

  • Chart Controls are populated.

  • Define conditions for which an operation should execute.

  • Define a Where clause consisting of Constants, Table Columns, and Controls.

Detailed information on how to use the Integration Wizard can be found .

here
Fig 1. XMPro Integration Wizard