Epicor Kinetic Post Activity¶

Introduction¶

An Epicor Kinetic Post activity, using its Epicor Kinetic connection, inserts object data into Epicor Kinetic and is intended to be used as a target to consume data in an operation.

Create an Epicor Kinetic Post Activity¶

An instance of an Epicor Kinetic Post activity is created from an Epicor Kinetic connection using its Post activity type.

To create an instance of an activity, drag the activity type to the design canvas or copy the activity type and paste it on the design canvas. For details, see Create an Activity Instance in Component Reuse.

An existing Epicor Kinetic Post activity can be edited from these locations:

• The design canvas (see Component Actions Menu in Design Canvas).
• The project pane's Components tab (see Component Actions Menu in Project Pane Components Tab).

Configure an Epicor Kinetic Post Activity¶

Follow these steps to configure an Epicor Kinetic Post activity:

• Step 1: Enter a Name and Select a Service
  Provide a name for the activity and select a service.

• Step 2: Select an Operation
  Select an operation.

• Step 3: Review the Data Schemas
  Any request or response schemas are displayed.

Step 1: Enter a Name and Select a Service¶

In this step, provide a name for the activity and select a service. Each user interface element of this step is described below.

• Name: Enter a name to identify the activity. The name must be unique for each Epicor Kinetic Post activity and must not contain forward slashes / or colons :.

• Select a Service: This section displays services available in the Epicor Kinetic endpoint.

  • Selected Epicor Kinetic Service: After a service is selected, it is listed here.

  • Search: Enter any part of the service name into the search box to filter the list of services. The search is not case-sensitive. If services are already displayed within the table, the table results are filtered in real time with each keystroke. To reload services from the endpoint when searching, enter search criteria and then refresh, as described below.

  • Refresh: Click the refresh icon or the word Refresh to reload services from the Epicor Kinetic endpoint. This may be useful if services have been added to Epicor Kinetic. This action refreshes all metadata used to build the table of services displayed in the configuration.

  • Selecting a Service: Within the table, click anywhere on a row to select a service. Only one service can be selected. The information available for each service is fetched from the Epicor Kinetic endpoint:

    • Name: The name of the service.

    • Type: The type of the service.

    • Object Description: The description of the service.

  Tip

  If the table does not populate with available services, the Epicor Kinetic connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

• Continue on Error: Select to continue the activity execution if an error is encountered for a dataset in a batch request. If any errors are encountered, they are written to the operation log.

• Save & Exit: If enabled, click to save the configuration for this step and close the activity configuration.

• Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 2: Select an Operation¶

In this step, select an operation. Each user interface element of this step is described below.

• Select an Operation: This section displays operations available in the Epicor Kinetic endpoint.

  • Selected Epicor Kinetic Service: The service selected in the previous step is listed here.

  • Selected Epicor Kinetic Operation: After an operation is selected, it is listed here.

  • Search: Enter any part of the operation name into the search box to filter the list of operations. The search is not case-sensitive. If operations are already displayed within the table, the table results are filtered in real time with each keystroke. To reload operations from the endpoint when searching, enter search criteria and then refresh, as described below.

  • Refresh: Click the refresh icon or the word Refresh to reload operations from the Epicor Kinetic endpoint. This may be useful if operations have been added to Epicor Kinetic. This action refreshes all metadata used to build the table of operations displayed in the configuration.

  • Selecting an Operation: Within the table, click anywhere on a row to select an operation. Only one operation can be selected. The information available for each operation is fetched from the Epicor Kinetic endpoint:

    • Name: The name of the operation.

    • Description: The description of the operation.

  Tip

  If the table does not populate with available operations, the Epicor Kinetic connection may not be successful. Ensure you are connected by reopening the connection and retesting the credentials.

• Back: Click to temporarily store the configuration for this step and return to the previous step.

• Next: Click to temporarily store the configuration for this step and continue to the next step. The configuration will not be saved until you click the Finished button on the last step.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Step 3: Review the Data Schemas¶

Any request or response schemas are displayed. Each user interface element of this step is described below.

• Data Schemas: These data schemas are inherited by adjacent transformations and are displayed again during transformation mapping.

  The Epicor Kinetic connector uses the Epicor REST API, available in a Swagger UI from https://<epicor-host-name>/Server/api/help/. Epicor REST Services version 1 is supported. Epicor REST Services version 2 is not supported. Refer to the API documentation for information on the schema fields. (A login to Epicor is required; substitute your Epicor host name in the above URL.)

  The Post activity supports both JSON and XML its request and response schemas.

• Refresh: Click the refresh icon or the word Refresh to regenerate schemas from the Epicor Kinetic endpoint. This action also regenerates a schema in other locations throughout the project where the same schema is referenced, such as in an adjacent transformation.

• Back: Click to temporarily store the configuration for this step and return to the previous step.

• Finished: Click to save the configuration for all steps and close the activity configuration.

• Discard Changes: After making changes, click to close the configuration without saving changes made to any step. A message asks you to confirm that you want to discard changes.

Next Steps¶

After configuring an Epicor Kinetic Post activity, complete the configuration of the operation by adding and configuring other activities, transformations, or scripts as operation steps. You can also configure the operation settings, which include the ability to chain operations together that are in the same or different workflows.

Menu actions for an activity are accessible from the project pane and the design canvas. For details, see Activity Actions Menu in Connector Basics.

Epicor Kinetic Post activities can be used as a target with these operation patterns:

• Transformation Pattern
• Two-transformation Pattern (as the first or second target)

To use the activity with scripting functions, write the data to a temporary location and then use that temporary location in the scripting function.

When ready, deploy and run the operation and validate behavior by checking the operation logs.