Configure service settings

Introduction

This page is part 2 of the instruction set for adding a Patchworks service:

Part #	Link to instructions
1	Add a default service
2	Configure service settings
3	Set the service trigger schedule
4	Define service filters
5	Define field mappings
6	Activate the service

Prerequisites

The steps detailed on this page assume that you are following the 'new service' flow and have just finished adding a new default service, so the configure service settings page is displayed:

I've exited from the 'new service' flow - how do I get to this page now?

If you have exited the 'new service' flow and need to get back to this point, you can access all service configuration options via the canvas tab:

The steps

Follow the steps below to configure service settings.

Step 1 Click the entity dropdown field and select the entity to be synched from the source to the destination:

Here, you'll see a list of default entity flows, based on your selected source and destination connectors - select the required entry.

-or-

If you don't see the flow that you require in this list, click the use advanced selector button:

Here you can choose a specific entity for selected source and destination connectors:

...select your required entities:

Step 2 Having made your entity selections, the configure service settings page updates automatically with information drawn from your selections - for example:

The service settings > name field now reflects your selected connectors and entities. If required, you can change this value (this name is displayed for the service throughout the system)

Step 3 Set the service type:

Step 4 All other settings on this page are automatically updated and can’t be changed - click the create button to confirm your changes:

… the service is created, and service trigger options are displayed - please see the set the service trigger schedule page for guidance.