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  1. Integration Guides

Incident Create Poller Guide

Follow this guide to configure a poller integration - polling the table API of your Personal Developer Instance (PDI) for creates only. This is the third of five Poller Guides. See 'Scope' for more.

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Last updated 4 years ago

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Welcome

We will be configuring a Poller and Poll Processor in order to pull Incident records which have been created in an external instance and pass the data to Unifi. We will then configure the relevant Messages in order to process and respond to that data.

If you have been following along with the Outbound Incident Guide and each of the previous Poller Guides you will know that they are given as examples of how you might configure such integrations. They are not meant to be prescriptive. The same applies here.

Having said that, this Guide has been written to follow on from those previous ones and has been structured accordingly.

Scope

This document will guide you through an example of how you might configure a poller integration - polling the table API of your Personal Developer Instance (PDI).

This Guide is complementary to the Outbound Incident Guide. It assumes that both the Integration and the Connection are still in place and will be using those same elements as configured there. It also assumes that you know how to use the REST API of your PDI to query for information and read ticket data.

If you haven’t completed the Outbound Incident Guide, please review & complete the following sections of that document, as they must be in place before continuing with this Guide:

This document is complementary to and builds on the Incident Update Poller Guide. As such, it assumes that the changes made in that Guide are still in place and will make use of some of those same elements.

If you haven’t completed the Incident Update Poller Guide, please review & complete the following sections of that document at least, as they must be in place before continuing with this Guide:

Both the Incident Update Poller Guide and the Incident Multiple Message Poller Guide demonstrated how you might poll for updates from the table API of your PDI and then configure inbound Messages to process that data. This Guide will demonstrate how you might poll for newly created, unbonded records from the table API of your PDI and then configure an inbound Create Message (along with its outbound Receipt) to process and respond to that data.

Definitions

It is not always possible for a remote system to send us the data. In such cases, we can make a scheduled request for it using Pollers. We can setup, execute and process those Requests using Poll Processors.

Poller

A poller defines the frequency of polling and which logic to use. It is effectively a scheduled job which ties together an Integration and Poll Processor. Although a Poller belongs to only one Integration, an Integration can have multiple Pollers.

Poll Processor

A Poll Processor contains the logic that will be applied when polling a remote system for data. It contains three main scripts:

Setup Script

The Setup Script is used to build the environment for the poll and define what it will do (for example, create/setup the URL that will be called).

Request Script

The Request Script is used to reach into the remote system and execute the request. This is usually done by making a REST call to the URL defined in the Setup Script.

Response Script

The Response Script is used to process the information returned from the remote system.

Warning

Do not build integrations directly within the Unifi application scope. This can create issues with upgrades and application management.

Approach

We will need to store and check some returned data in order to evaluate when the data was changed and which system has made the updates to the data (we don’t want to pull back data we have changed).

We will begin by polling for newly created, unbonded records only and processing those requests using a create message in Unifi.

We will also need to make some additional changes in order to identify which unbonded records to poll.

Process
Integration
Connection
Message Identification
Edit Incident Form
Edit CreateIncident Message