This topic outlines the common features, navigation elements, and data concepts you'll encounter when working with records in iPaaS.com.
Navigation Structure
iPaaS.com uses these common commands in screens, forms, and dialogs:
NOTE: While these are available for every data model, not every one may be used.
Search or Filter: Type in the term you're looking for in the search bar or click the funnel icon to search by field, operator, value, and action. Here is an example filter used to find employees:
Search by External ID: You can select an integrated external system and find the corresponding iPaaS.com record using that system’s unique ID.
Column Filtering: Enter data directly into fields at the top of columns (where permitted) to filter the list based on that column's data.
Add [Data Model] Button: Where applicable (e.g., for Customers, Products), this button allows you to create a new record directly within iPaaS.com. This new record will then be pushed out to other integrated systems according to your webhook settings. Note that Transactions can only be added by an external system.
These commands perform actions on records in list view in many data models. Note that not all record types support all commands:
Edit: An icon that takes you to the detail page to edit the record (where permitted).
View: An icon that takes you to a read-only view of the record detail page (used for record types that cannot be edited here, like Transactions).
Delete: An icon or option to delete the individual record from the list.
Key Data Fields and Concepts
External IDs
External IDs have a unique identifier for that specific record as it exists in an external system. External IDs are helpful when cross-referencing and troubleshooting data issues within the external systems. This is described in more detail in External IDs.
Required Fields
Required fields are denoted with a red asterisk in iPaaS.com. You cannot save a record without data in a required field.
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 extends that data model beyond the fields provided in iPaaS.com. This is described in more detail in Custom Fields.
Create Vs. Edit Screens
These screens are similar to those used to create a new record or edit an existing record.
NOTE: When creating a new record with related collections (child records), you must first save the main (parent) record before you can add or edit items in the collections.
Most data types can be created and edited in iPaaS.com. An exception is Transactions, which can only be viewed within this interface. Transactions can't be created or edited here, as they are created by an external system. More advanced actions might be available via the API or mapping collections.
Understanding the Record Detail Page
Record Structure and Components
When you click to view or edit a specific record, you'll land on its detail page.
Core Record Details: This main area displays the primary fields for the record.
Related Collection Details: Sections showing related data (e.g., Order Items within an Order). These collections can contain one or more related records and may even have their own child collections (grandchild collections of the core record).
Not all of these are child collections. Examples are company relationships, customer relationships, and timesheets on employees.
Actions on the Record Detail Page
When creating or editing a record:
Click Apply to save a new record or update changes to an existing record.
Click Cancel to cancel any changes made but not applied.
On some forms, click Delete to deactivate the record. This action does not permanently remove the record. Instead, it is marked as inactive.
"External Systems are Queued for Update" notice:
This message may occasionally appear when viewing or interacting with a record. It indicates that iPaaS.com has received a notification (webhook) from an integrated system about a change to this record, and the platform is processing that update. You don't need to do anything unless you have any sync issues.