External IDs
On each of the record detail pages in this section of the application, there is an area for External IDs. These are the ID for that record in the corresponding system. This can assist with finding and troubleshooting any issues with data in those systems.
Custom Fields
A custom field is a field defined in the custom fields data model that is attached to a parent or child record type. It enables an extension of that data model beyond the fields provided in iPaaS.com. This is described in more detail in the custom fields documentation.
Core Records and Collections
Core Record Details: Where the core fields of data of the record are stored.
Related Collection Details: Each of these can contain one or more records depending on the collection and that individual record. They can also contain child collections of their own (grandchild collections of the core record).
Saving or Canceling Changes
Apply:
For creating this will save the new record
For updating this will save any changes made
Cancel: Cancel any changes made.
Delete: Deactivates the record that can be reactivated in the near future as needed (covered in another course).
External Systems are Queued for Update
When interacting with records in iPaaS.com, this notice may show from time to time. It means there has been a webhook sent from an integrated system and iPaaS.com is preparing to update that record.
Required Fields
Required fields are denoted with a red asterisk in iPaaS.com. In this documentation they are denoted by an * next to the title.
Note that all of the data coming over via subscriptions will take required fields into account and records will error out if that data is not present.
Create Vs. Edit Screens
These are mostly identical, however, you need to save a parent record before you can add or edit a child record. Our documentation uses these screens interchangeably.
Most data types can be both created and updated within iPaaS.com. The notable exception is Transactions which can only be viewed within the platform. There are more actions available via the API and through mapping collections.
Navigation Structure
There is a lot of common functionality when navigating within this section:
Search or Filter: Type in the term you are looking for or click the funnel icon to search by field.
Search by External ID: This allows you to select an external system and find that record in iPaaS using that system’s ID for this record.
Add [Data Model]: Where applicable, provides a way to add a new record for that data model in iPaaS.com. That record will be pushed out to other systems per the webhook settings.
Bulk Actions: Select the records you want to perform this action and then select the action. Unless otherwise specified, this only contains a delete function in the dropdown.
Filter: Filter by column by entering data in these fields (where permitted).
Edit: Click through to edit the record (where permitted). In other situations, there will be an eye icon allowing you to view, but not edit the record.
Delete: Delete the record.