Setting Up Fields for Your ERP Integrations

Setup fields to configure what data displays in your Conexiom applications.

Field Settings configure what fields display. The ERP helps guide these fields so start by selecting it first. Then the fields selected here will display in Express and Configuration Studio. You can add new fields or change existing fields at any time. These fields can be used with any trading partner. 

Note: You can also see these fields in the Transformations section. 

Accessing Field Setup

To continue to integrate your system with the ERP of your choice, follow these instructions: 

1. From the menu at the left of your screen, click the Settings (Gear) icon. The Settings page displays. 

2. At the left side of the Settings screen, under Portal Setup, click the Field Setup sub-tab. The Field Setup dialog displays.  

Example of Field Setup

Adding or Editing a Field 

Adding a Field

To add a field, follow these steps:

1. Click +Add Field. The Add New Field Dialog displays.

2. Click on each field and then enter or select appropriate information from the dropdown menu.
   Note: The application may supply some entries.

3. Select the appropriate radio button to indicate whether the field is to be required.
   Note: When processing, if a required field contains insufficient or incorrect data, the system produces an error.

4. Select whether the field will display in a Text Field, in a Static Dropdown menu, (meaning the choices on the menu don't change, regardless of circumstance), or a Dynamic Dropdown menu, (meaning the choices on the menu change, depending on the circumstance).

5. Click Add Field. The Field Setup page again displays, now with a listing of the field you added. If hidden, click the arrow at the left of the Category listing. 

6. To save your new addition, click Save Field Table. To make changes, click the Edit icon next to the listing. To delete it, click the Trashcan icon. 

Editing a Field

To edit a field, follow these steps:

1. Click Edit Field (Pen) icon. The Edit Field Dialog displays.
   Note: For reference, the Edit Field dialog box is identical to the Add New Field dialog box pictured above.

2. To change a field, click on it and then enter or select appropriate information.
   Note: The application may supply some entries.

3. Select the appropriate radio button to indicate whether the field is to be Required.
   Note: When processing, if a required field contains insufficient or incorrect data, the system produces an error.

4. Select whether the field should appear in a Text Field, in a Static Dropdown menu, (meaning the choices on the menu don't change, regardless of circumstance), or a Dynamic Dropdown menu, (meaning the choices on the menu change, depending on the circumstance).

Changing the Order of Fields

On the Field  Setup page, you can change order of the listings, thereby changing the relative order of when the listings are processed. To change the order, follow these steps.

1. Clicking and hold the Handling () icon next to listing that you want to move up or down in the list.

2. Drag the listing up or down to the location you want.

3. Release your mouse button. The listing remains in the new order.

Returning to a Previous Version of the Field Setup Page

In case you want to return to a previous version of the Field Setup Page, for example if you have introduced changes you no longer want, you can quickly select that previous version. To do so, follow these steps.

1. In the upper right-hand corner of the screen, click Versions. The Versions dialog box displays.

2. Click the radio button next to the date. and time that represents the version you want to return to.

3. Click Restore. The version of the Field Setup Page you selected is restored.

Managing ERP Fields

To add or remove fields from the Field Setup page, follow these steps.

1. From the Field Setup Page, click Manage ERP Fields. The Create Field Table page displays.

2. In the field above the table, select the ERP group from which you want to add or remove fields.

3. Check the box next to a listing to add that field to  the Field Setup page. To select all listings, check the box in the header of the table. To remove a field, uncheck the corresponding box.

4. Click Next. The Field Setup page displays once again.