All work with Patchworks services is completed from the services list. Here, you will see all services that have been defined (whether active or inactive) and can select any entry to view/update/manage the service.
Having accessed the services list, search options are available at the top and then each service is shown in its own panel, with a range of information and options:
Points to note are summarised below:
1
Company group
2
Search
Enter a text string to search for specific services. The search matches against service id, type and name and is not case sensitive.
3
Filters
4
Header
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ID
Every service has a unique ID. In the event of a query with a service, the Patchworks team will need this ID.
6
Status
7
Type
8
Service
9
Flow
10
Schedule
11
Alerts
Indicates whether sync failure alert information is active/inactive for the service (click to access alert settings).
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Actions
To view and manage an existing service, click anywhere in its row within the list - for example:
Having registered for a Patchworks account, a is created. If your company has multiple subsidiaries or some other structure which requires separate entities, can be added to your company profile. All existing company groups are displayed as tabs at the top of the services list, so you can switch between them to add and manage services.
Select this button to open the filters panel and refine the list based on status, source system and source entity selections:
The service header is always shown as the defined source system. Source and destination systems are defined when you .
Shows if the service is active or inactive. You can activate/deactivate services via the service tab.
A service can be set to a standard type or a sweeper type (a sweeper is a service that you might run once or twice a day to 'sweep up' failed syncs). You can change the type via the service tab.
Displays the service name. You can change this name via the service tab.
A visual representation of the service flow. Source and destination systems are defined when you .
Shows the trigger schedule set for this service. Scheduling options can be changed via the service tab.
Click the ellipsis icon to access a list of actions that you can take with this service - for example, , or the service.
