Use the SugarCRM Get Reports activity to retrieve specific
reports from the SugarCRM server.
About this task
Use this task to retrieve specific reports from the SugarCRM
server. The call to this activity is a synchronous call where the
input data is sent to the activity for processing and the response
is sent back to the orchestration.
Procedure
- In an active orchestration, open the Activities tab
and expand the SugarCRM folder contents.
- Drag the Get Reports activity icon
onto the orchestration. The SugarCRM Get Reports Checklist is
displayed.
- In the Checklist, click Summary.
- Review the contents of the Activity Name field,
and make the required changes.
- In the Checklist, click Pick
Endpoint.
- Click Browse and use the Project
Explorer dialog box to select the relevant SugarCRM endpoint.
- Optional: You can create the endpoint by clicking New and
specifying the required connection details. Click OK to
save and use the endpoint for this configuration.
- To make required changes to the selected endpoint configuration,
click Edit to access the options in a separate
window. Any changes you make globally affects all uses of the endpoint
in active orchestrations.
- Select the Map Inputs in the Checklist.
The XML Schemas generated from the selected object of the Get
Reports activity are displayed as nodes under the request
input parameter in the To Activity panel.
- Create a map between the orchestration variables and the
input parameter of the activity.
Note: Values must be
provided at run time for any mandatory elements of the input structure.
A value can be provided by specifying a default value for element
or by linking the element with an input node. During run time if no
value is provided for a mandatory element, the activity throws an
exception, which is reported by the Web Management Console. If a value
is not provided at run time for an optional input parameter, no exception
is thrown during run time.
- Select the Map Outputs in the Checklist.
The XML Schema generated to hold the response of the activity is displayed
as nodes under the response output parameter in the From
Activity panel.
- Create a map between the output parameters and orchestration
variables.
Results
You have configured the SugarCRM Get Reports activity.
Note: You
can add more than one object as input to this activity. To add more
than one object as input, right click the object in the To
Activity pane of Map Inputs, and
select Expand Occurrences. Only multiple objects
of the same type is supported.