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Configure the adapter

  • Source System : - select the source system for which the adapter integrates;
  • Adapter Type : - select the adapter type : Task or Delegation(task or delegation);
  • Task Type : - the task type must be unique amongst the same source system. This value must match the task type of the source adapter;
  • Category : select - a selection of the task category of the tasks produce produced by this adapter;
  • Approval Email Template : - only applicable for email approval operations. Select the email template to override the template of the email approval channel;
  • Exclude Item From Count : - if selected, the tasks produced by this adapter are excluded from the total task count;
  • Use the Export and Import buttons to move the configuration between environments;
  • Use the Configuration button to launch the task configurator.

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