# Configure service settings

## Introduction

This page is **part 2** of the instruction set for [adding a Patchworks service](https://doc.wearepatchworks.com/product-documentation/patchworks-services/working-with-services/adding-a-patchworks-service):

<table><thead><tr><th width="221.5">Part #</th><th width="249.5">Link to instructions</th></tr></thead><tbody><tr><td>1</td><td><a href="add-a-default-service">Add a default service</a></td></tr><tr><td><strong>2</strong></td><td>Configure service settings</td></tr><tr><td>3</td><td><a href="set-the-service-trigger-schedule">Set the service trigger schedule</a></td></tr><tr><td>4</td><td><a href="define-service-filters">Define service filters</a></td></tr><tr><td>5</td><td><a href="define-field-mappings">Define field mappings</a></td></tr><tr><td>6</td><td><a href="activate-the-service">Activate the service</a></td></tr></tbody></table>

## Prerequisites

The steps detailed on this page assume that you are following the ['new service' flow](https://doc.wearepatchworks.com/product-documentation/patchworks-services/working-with-services/adding-a-patchworks-service) and have just finished [adding a new default service](https://doc.wearepatchworks.com/product-documentation/patchworks-services/working-with-services/adding-a-patchworks-service/add-a-default-service), so the **configure service settings** page is displayed:

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/LJEelbv5MokJ6RsafRqU/add%20new%20service%20-%20configure%20service%20settings.png" alt="Configure service settings page"><figcaption></figcaption></figure>

<details>

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

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:\
\
![](https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/SgGTdnr0wVCKSQ8i2vsf/service%20canvas%20journey%20NEW%202.png)

</details>

## 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:

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/2oY9XnConpCTVDaMoAvP/add%20new%20service%20-%20choose%20entity.png" alt="Configure service settings page - select entity"><figcaption></figcaption></figure>

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:&#x20;

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/FXxGbTvdXBUFnJ13zElR/add%20new%20service%20-%20configure%20service%20settings%20-%20advanced%20selector.png" alt="Configure service settings page - use advanced selector option"><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/FecAH0Z3XPj0eE9c7vmL/add%20new%20service%20-%20configure%20service%20settings%20-%20advanced%20selector%20-%201.png" alt="Configure service settings page - advanced selector options"><figcaption></figcaption></figure>

...select your required entities:

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/B4uzFPlkV9Umvq0gh3Ns/add%20new%20service%20-%20configure%20service%20settings%20-%20advanced%20selector%20-%202.png" alt="Configure service settings page - advanced selector options"><figcaption></figcaption></figure>

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

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/La3Qt0hGAsASIcm21pro/service%20settings%20page%202809.png" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
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)
{% endhint %}

**Step 3**\
Set the service **type**:&#x20;

<figure><img src="https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/nVhI8hJphVnWBtqKFRHb/service%20type.png" alt=""><figcaption></figcaption></figure>

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

![Configure service settings page - create service option](https://content.gitbook.com/content/5mpqoXPMbUuPa8JpCLWe/blobs/0JgdMSvHV4rkuAyyJSiF/configure%20service%20settings%204.png)

… the service is created, and **service trigger** options are displayed - please see the [set the service trigger schedule](https://doc.wearepatchworks.com/product-documentation/patchworks-services/working-with-services/adding-a-patchworks-service/set-the-service-trigger-schedule) page for guidance.