Create a New Record In the Connected Application
To create a new record in a table in the connected application at the end of an Intelligent Advisor interview:
- On the Data tab in Policy Modeling, click the Mapping settings button. When you click this button for the first time for a particular policy model you will be prompted to log in to Intelligent Advisor Hub. This enables table information and metadata to be retrieved from Intelligent Advisor Hub (via the connection set up by your Connections administrator). The Mapping Settings dialog opens.
- In the Mapping Settings dialog, check that the Connection section of the dialog box displays the name of the connection you want to use. If not, choose a different connection.
- In the At end of interview section, select Create new and select the record type from the drop-down list.
- Click OK.
After you have specified what data to save at the end of the interview, on the Data tab:
- In the Output Mapping view, the left hand pane displays the tables in the application that the global entity in Policy Modeling has been mapped to save data to.
- Any fields that are required by the application as a result of the mapping to these tables are displayed as errors in the error pane. You can click on an error to highlight the required field (indicated by a red star in the right hand pane). You will need to add mappings for these fields.
