External Data Sources (e.g. CRM)
atfinity allows you to connect external instance data sources so users can copy values from those directly.
To connect an external data source, follow these steps:
Specify your Data Source under Administration -> Data Sources First, name the data source for a certain ontology and create it. Then specify the urls where atfinity should send list and retrieve requests. A list request should return a selection of instances where users can copy values from. A retrieve request returns values for a single instance.
Specify the data source for an ontology Open any ontology under configuration -> ontologies. Under "External Data Source" mention the source you have just created.
Requirements on your API
List Request
URL
atfinity will append ?q=QUERY
to the url specified for the list request and make a GET request to this url. So specifying https://api.yourcrm.com/api/search_person
would make a request tohttps://api.yourcrm.com/api/search_person?q=QUERY
, where QUERY will be replaced with a url-encoded version of the user entered query.
Request Header
Key
Value
Content-Type
application/json