In Dialog is het mogelijk om informatie uit te wisselen met Relatics. Doorloop de volgende stappen om de koppeling te configureren.
|Dialog user with admin role|
|Relatics user account with access to Workspace Studio.|
|Optioneel: Communication module|
Attention: To set up the integration, you need to have administrative rights as a Dialog user. To configure the integration, follow these steps:
- Click on the settings icon in the top-right corner of the Dialog page.
- Click on "Settings," then navigate to the "Integrations" tab and select "Connect project" in the Relatics card.
- In the panel that opens, enter the Environment name (this is the text before ".relaticsonline.com" in the address bar of your Relatics environment).
- Enter the Workspace ID and click on "Save" at the bottom right of the screen.
Share information from Dialog with Relatics
- To share information from Dialog to Relatics, you need to create an Import Definition and a Webservice (server for receiving data) for each item (e.g., stakeholders) in Relatics.
- You can find sample XML files with the correct column names in the Information Model section. The XML files include relationships with other items. Both items have Foreign Keys and a unique Relation Key for that relationship.
- The Relation Key can be used to update the relationship.
- The Relation Key also has a RelationDeleted status (0/1), where 1 indicates that the relationship has been deleted.
- Each item has a deleted="0" field, where 1 indicates that the item has been deleted.
- Make sure to include the Foreign Key as Identifying specifications in the Import Element Node of the Import Definition.
- After setting up the Import Definition and Webservice, enter the corresponding Operation Name and Entry Code in Dialog.
- Click on "Save." Check that the Webservice is correctly filled in and that no validation errors occur.
- Information from Dialog will now be automatically shared with Relatics whenever there is a relevant change.
Share information from Relatics with Dialog
- To share information from Relatics to Dialog, create a Report and the corresponding Webservice (server for providing data) for each item in Relatics.
- You can find an example XML with the correct column names in the Information Model section.
- It is important to include all relevant information, such as Name, ID, etc., as properties in the Report.
- You can download an example webservice response XML file. Ensure that the ID and ForeignKey are included at the top level in the response.
- We support both ID and GUID for the ID field.
- Contact Support to set up a test environment for testing the webservices.
- After setting up the Report and Webservice, enter the corresponding Operation Name and Entry Code in Dialog. Click on "+ Columns" to map the Relatics information model with the Dialog information model.
- Make sure the attribute has the same name as the element. Note that some fields are mandatory.
- You can find the mandatory fields in the Information Model section.
- Click on "Save."
- Check that the Webservice is correctly filled in and that no validation errors occur.
- Information from Relatics will now be automatically shared with Dialog. This happens automatically every time a project user logs in.
- If you encounter the "Foreign key must be unique" error, check if the Foreign Key is included as Identifying specifications in the Import Element Node of the Import Definition.
Download the XML-formatted information model for each item in Dialog here. Use this information model to set up the Report and Import Definition. Dialog uses Base64 XML via the SOAP 1.2 protocol.
When sharing information from Relatics to Dialog, the following fields are mandatory:
- Activities : ['name' , 'date']
- Complaints : ['date' , 'text']
- Contact person : ['last_name']
- Customer requirements: ['title']
- Issues: ['name' , 'issues_date' , 'description']
- Middel: ['type' , 'sent_date', 'group']
- Stakeholders: ['name']
- Tasks: ['task/text' , 'timestamp']