Configure the APIs and Activity Permissions

You can either use an existing Application, or you can create an Application to add the details of the APIs that you want to access from the OFS Assistant: Where’s My Technician (WMT) skill. You must also ensure that some specific features are selected for the activity types for which you create the skills.

  1. Click Configuration > Applications.
  2. Click the plus icon, add these details, and then click Submit:
    Field Name Description
    Application Type The type of application you want to create. Select Applications using REST/SOAP API.
    Application Name Name of the bot that you want to register.
    Application ID A unique ID of the application.
  3. On the Applications page, click the application that you want to register on the left pane and complete these fields:
    Field Name Description
    Application general info section
    Application Name Name of the third-party application that you want to register. This field is populated automatically.
    Application ID A unique ID for the application. This field is populated automatically.
    Active Status of the Application. Inactive Applications don't authenticate or authorize anyone. When you make an active Application inactive, previously-issued access tokens don't work.
    Token Service Type of token service or identity provider the Application uses. Default is OFSC.
  4. Select Authenticate using Client ID/ Client Secret under Authentication settings. Note down the Client ID and Client Secret that are generated.
  5. Click Add new next to API access. Select Core API and Metadata API and click Submit.
  6. Click the stack icon next to Core API and then click Available entities. Select these visibilities for these entities:
    • Select Read-Write for the Activity entity.
    • Select Read-Only for the Resource entity.
    • Select Read-only for the User entity.
  7. Click the stack icon next to Metadata API and then click Available entities. Select these visibilities for these entities:
    • Select Read-Only for the Activity type entity.
    • Select Read-only for the Property entity.
  8. Click Save.
  9. To enable permissions for the activity types:
    1. Click Configuration > Activity Types.
    2. Click Modify against the type of activity for which you want to modify the permissions.
      For example, if you want users to cancel or reschedule only free maintenance activities, select the corresponding activity type.
    3. Select the Support of time slots, Allow reschedule, Allow move between resources features.
    4. Click Update.
    5. Repeat this for all the activity types that you want to use with the OFS Assistant: Where’s My Technician (WMT) skill.