Working with Interactions

IBM® webMethods Integration offers an Interactions feature that enables you to define multiple business rules and logic for custom actions.

Here, in our example, we will create interactions for the Microsoft Dynamics 365 CRM application.

To do so, follow the steps given below:

1. Connect to an account

   Add Microsoft Dynamics 365 CRM connector on canvas and connect it to the Start and Stop icons. Next, double-click the Microsoft Dynamics 365 CRM icon and click the + button to start creating a custom action. The Add Custom Action configuration screen appears where you will need to provide the following details:

   • Authorize Microsoft Dynamics 365 CRM: Select an account for executing the selected action.
   • Name : Provide a name for the account.
   • Description : Enter the description of the account.

     Click Next.

2. Select the operation

   Select the operation you want to perform from the options listed in the Operation step.

   Here, in our example, we will select the operation - compositeBatch and then click Next .

   Note: Interactions appear for certain applications and actions only.

   On clicking Next, the Add Interactions screen appears.

3. Add Interactions

   Add Interactions for the operation you have chosen in Step 2. To add your first Interaction, click +Add.

   Select the interaction to be associated with the selected operation.

   Here, in our example, we will select 'query' to be associated with 'compositeBatch' and then click Next .

   Next, select the business object to be associated with the selected operation.

   Here, in our example, we will select 'accounts(Microsoft.Dynamics.CRM.account)' as our business object and then click Next .

   Now, select the data fields for the selected business object and click Next.

   On clicking Next , you will be redirected to the Add Interactions screen where you will see the details of the newly created Interaction. Here, you will see the name of the Interaction, the business object created, the number of data fields added, and the actions (Edit or Delete) that can be performed on the Interaction.

   To create a second Interaction, click on +Add and repeat the steps mentioned above.

   Note: You can change the order of interactions within the list as per your requirements with the drag-and-drop functionality. To reorder the list, click and hold the drag icon that appears on the left of the relevant interaction and then drag-and-drop it to a required position in the list.
4. Confirm the action.

   The next step is to verify and confirm the custom action. Once you do that, click Done.

   With this, you have successfully created interactions for your custom action.