Process
The first element to configure is the Process, which is the top level configuration element where all Integrations are contained.
The first thing to do when creating a new integration is to assign it to its Process. For instance, a new Incident integration would be created within an Incident Process. If you do not yet have a Process defined, then you will need to create a new Process
From the Unifi Integration Designer Dashboard, click on New Process.
On the 'New Process' modal, the fields to be configured are as follows:
# | Field | Description | Value |
1 | Name | The name of the ServiceNow process being integrated. | <SN Process Name> (e.g. Incident) |
2 | API Name* | The unique name of this process for use with the API. | <your_unique_api> |
3 | Target table | The primary target or process table that this integration uses. | 'Incident' [incident] |
4 | Reference field | The field on the target table that is used as the reference for the external system. | 'Number' |
5 | Description | Describe what this Process is for. | <Your description> |
*API Name
The API Name is how we identify which Process we are integrating with. The Scripted SOAP/REST Service will reference the API Name (which is why it is important for this to be a unique reference).
Your 'New Process' modal should look like this:
6) Click Create.
You will be redirected to your Process Dashboard:
Click either the '+' tile or 'New Integration' in preparation to configure the Integration.
When you create a Process, Unifi will automatically create the corresponding Web Service (REST methods) - so there is no need to manually create them.
Before we configure the Integration, let's view the Web Service which Unifi has automatically created.
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