Configuring a save plan for a data page in App Studio
Configure a save plan to update data in a savable data page. You can use the save plan to persist data updates from the case lifecycle to external systems. By keeping the persistence logic with the data page, the logic is reusable and consistent.
- In the navigation pane of App Studio, click Data.
- On the Data objects and integrations landing page, click a data page.
- On the Data pages tab, in the data page for which you want to configure a save plan, click .
- If you changed the data sources or data save options of the data page in
Dev Studio, the system displays the
Replace 'Save' option window. Click
Replace to advance to the Connection
details window.For more information, see Changing the data source of a data page and Creating a save plan for a data page in Dev Studio.
- In the Connection details page, in the
System field, select a system of record.
- Create new - Create a new system to connect to an external database by using a REST connection. Then, enter a name and a description for the new system.
- Use an existing system - Select the name of an existing system to connect to an external database by using a REST connection.
- In the Connection section, choose whether to connect to an
endpoint URL or an OpenAPI specification.
Choices Action Enter endpoint URL - In the Method field, choose the
connection method.Save plans support the POST, PUT, and PATCH methods.
- In the Endpoint URL field, enter the endpoint URL of the data.
- In the Parameters section, choose
which parts of the URL are dynamic and need to be parameterized for future
calls.
- Select the URL part that you want to parameterize.
- In the Parameter name field, enter the name.
- In the Headers section, click Add header to specify a request header and its value. Some services require extra information, for example, API version.
- In the Authentication section,
select the type of authentication to use to connect to the
system of record.For more information about basic and NTLM authentication, see Authenticating with basic or NTLM authentication.
For more information about OAuth 2.0 authentication, see Authenticating with OAuth 2.0.
- Click Next to advance to the Data mapping page. For more information, see Mapping fields for data pages.
Use openAPI - For more information about connecting to an OpenAPI Specification, see Integrating with a REST API by using OpenAPI Specification.
- Click Next to advance to the Data mapping page. For more information, see Mapping fields for data pages.
- In the Method field, choose the
connection method.
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