Before you proceed...
Please note that Manual Mode requires manual user intervention and data entry (see how it works). Before you proceed, consider using HTTP Mode. It allows real-time synchronization and accurate transfer of data from your operator application to Zyllem. Read more about HTTP Mode.
- Go to Settings > Network.
- Under ENTERPRISE HIERARCHY, click on your operator name (in this example, it's Demo Operator).
- Click Connector tab.
- Edit the following settings by clicking Edit.
~ Recommended setup (lets you customize certain UI elements on web portal)
^ Advanced setup (consult your enterprise administrator)
For easy navigation when executing actions, it is best that you configure the settings marked as ~Recommended. These settings allow you to bring up certain custom properties to the UI so that you can easily identify the segments.
Select the primary custom property you want to display when you manually execute actions via file upload. Tip: Choose the unique identifier of your items (in this example, it's the Invoice number).
NOTE: Only custom properties of type ID can be used as a primary identifier on display. You will need the custom property code as defined in your Item Meta.
Enter the label or column name you want to display the Custom property ID you have selected from the setting above. Tip: Use the same custom property name.
Select the custom properties you want to include when you download the items as part of executing actions via file upload:
- Only the above (if set) - Above refers to the Custom Property ID. If it is defined, export this property only.
- All - export all custom properties that were specified upon booking.
Select the display properties you want to include in the downloaded CSV file. Display properties are those that are defined in Settings > Meta > Item Meta > Display tab:
- None - do not export any of the display properties.
- All - export all display properties.
The Acknowledgement settings are designed for special use cases wherein the operator uses a mix of Task System and Generic Connector. The default setting is No. Please consult your enterprise administrator before making any changes.
If you are using HTTP mode and have enabled the outbound communication, these settings will be overridden by the HTTP outbound settings.
When an item is booked, allow the system to automatically acknowledge the segments without a user having to download and acknowledge them manually through the web portal. This will cause the items to skip the Created tab and go straight to Active tab.
When a Cancel action is performed on a segment, allow the system to automatically acknowledge cancelled segments without a user having to download and acknowledge them manually through the web portal. This will cause the items to skip the Cancelled tab and go straight to Closed tab. Note that Cancel can only be done to segments that have not started.
When an exception action is performed on a segment and causes it to be invalidated, allow the system to automatically acknowledge the actions without a user having to download and acknowledge them manually through the web portal. This will cause the items to skip the Cancelled tab and go straight to Closed tab.
Updated 10 months ago