Create and configure an Interact connector service workflow

WatchInterval

The interval in seconds between checking for new data from Interact.

A value of 60 – 300 seconds is suitable in most cases.

Url

Enter the URL for the Interact service.

Depending on whether the configuration is made for test or production, enter one of the two URLs.

ClientId

The organization's Interact ID, which is defined by ACOS.

CertificateThumbprint

Enter the thumbprint that identifies the Interact certificate.

FormIds

The IDs of the Interact form that the Interact connector service workflow fetches data from. You can see the form ID in the Interact client. You can select multiple forms by listing the form IDs separated by a comma. If you do not specify a form ID, data from all forms will be fetched.

ExecutingUser

Select the user that will be used to create and update cases, documents, and contacts in WorkZone.

The user you select as the executing user must have sufficient permissions to perform the actions on cases, documents, and contacts that the Interact forms are designed to do. The executing user's permissions must always be aligned with the functionality of the Interact forms. If you introduce new forms or change existing forms, you should always verify that the executing user's permissions are still valid.

Security group

Interact requires Create, Read, and Update permissions. By default, security group 6 includes these permissions but your organization may have defined the groups differently. For information about security groups, see Apply security groups to users in the WorkZone Installation Guide.

Access codes

The selected user must also have the necessary access codes to be able to perform create and update actions on cases, documents, and contacts. The required access codes depend on how your organization has set up WorkZone. If you want Interact to be able to create and update cases, documents, and contacts that are protected with certain access codes, the executing user needs to have the same access codes. For example, if you want to update a case with the access code HR, the executing user will need to have the HR access code applied as well.

UseLegacyFormat

Turn on this parameter, if you use the WorkZone add-in in Interact to map fields in the Interact form to WorkZone. The add-in generates the standard WorkZone Interact XML format that the Interact connector service workflow can retrieve.

By default this parameter is turned on.

See Map fields.

CustomTransformationRecordId

If you have mapped fields in a custom XML format, enter the document number of an XSLT transformation that can convert the retrieved XML to the WorkZone Interact XML format. If you specify an XSLT transformation in this parameter, the setting of the UseLegacyFormat parameter will be overwritten.

See Example of an Interact connector service workflow and Map fields using a WZ_ODATA page.

CustomSchemaRecordId

Enter the document number of an XSD schema that the retrieved custom XML format is validated against. This parameter is only relevant if you have set the CustomTransformationRecordId parameter.

See Example of an Interact connector service workflow and Map fields using a WZ_ODATA page.

FetchInterval

Specify the interval in seconds between fetching data from Interact and processing it. The minimum interval is one second. By default, the parameter is set to one second.

Example: When the Interact connector service workflow fetches and processes Interact data every second, it may result in resource issues. You can reduce the resource load by setting the value to, for example, 60 seconds so that the service workflow only retrieves and processes Interact data every minute instead of every second.