You can access your Settings tab in both integration apps and standalone integrations. Modifying your settings helps you customize your forms and fields at the integration, flow, export, import, or connection level.
In an integration app, the Settings tab allows you to configure global options for the app or a single store.
For standalone integrations, this JSON-enabled resource creates parameter logic for your integration. The settings you define here customize your integration’s actions in more complicated cases.
Important
You’ll need at least Manager access with Developer mode enabled for standalone integrations.
Let’s say that in a custom Shopify – Salesforce integration, you want all the flows syncing Shopify orders to sync only paid orders. The video below shows you how to make a form, then customize your settings so all your integrations sync paid orders.
Click Launch form builder to create a custom form to expose and manage your settings fields, so that less technical users don’t need to work with raw JSON data.
Before you can create a custom form, you should become familiar with Form builder. It helps you create forms you can use within the integrator.io user interface. In this case, you can allow data to persist among integration objects and define form settings (also known as form elements, controls, fields, and inputs).
You can find a working Form builder model with sample JSON for each setting in Dev playground .
Custom forms let you control the values of custom settings in convenient forms that can be extended with scripts. Custom forms allow less technical users to easily configure flows to suit their needs.
When you’re creating a form, you can prompt a user for information, make changes based on those selections, and capture the results after the form is submitted.
Custom settings allow you to define additional attributes on resources that can then be accessed within the logic of your integration.
You can use custom settings in combination with custom forms to create powerful customizations to any integration, flow, or connection.
Comments
Please sign in to leave a comment.