Reviewing NetSuite Connector Settings History

You can view the history of integration configuration changes using the OpenAir NetSuite Connector Settings History page.

To enable the NetSuite Connector Settings History feature, contact OpenAir Customer Support.

To view the NetSuite Connector Settings History page, go to Administration > NetSuite Connector, click the Tips menu, then View history settings.

The history settings page opens in a new browser tab or window. It uses the redesigned user experience list view layout and features. The list shows audit trail information transformed for better readability.

Note:

A simple change can create multiple rows in the settings history. For example, adding a workflow to the list of workflows also adds rows changes for all the mapping groups and mapping definition rows created when adding this workflow.

The audit trail information shown on the NetSuite Connector Settings History in this OpenAir release is not fully optimized for readability and will be refined in a future release.

The list view can include the following columns

OpenAir NetSuite Connector Settings history screen.

Section and Setting Description for Each Type of Change

The following table lists the sections of the NetSuite Connector UI as referred to in the settings history list view, the type of change they refer to, and the additional information given in the Setting Description column to help identify what was changed.

Section

Change Type

Information in the Setting Description

Automation

Changes to scheduled integration runs configured on the Automate tab.

The new day and time selected for the schedule row impacted by the change — for example, on Wednesday at 1am - 2am.

Credentials

Changes to the configuration settings on the Credentials tab or to the email notification settings on the Automate tab.

The label of the setting impacted by the change, exactly as it shows on the form.

Mapping

Changes to a mapping definition row on the Mapping tab.

The OpenAir field and NetSuite field selected for the mapping definition row impacted by the change, or the advanced mapping set for that row, if any — for example OpenAir field '="10"', NetSuite field 'Customer.reminderDays', no advanced mapping.

Note:

The Tab column shows the integration workflow and mapping group impacted by the change.

Real-time

Changes to real-time exports from OpenAir to NetSuite configured on the Real-time tab.

The new object and event selected for the real-time integration row impacted by the change — for example, on Envelope approval.

Note:

The object name is given in the default OpenAir terminology, not in the account terminology.

NetSuite Connector Administration

Changes to settings on the NetSuite Connector administration form or in the Workflow settings form for specific integration workflows.

The label of the setting impacted by the change, exactly as it shows on the form.

Tab

Changes to the workflow list on the Mapping tab. Mapping group subtabs (integration points) are created or deleted automatically when adding or removing an integration workflow.

The display names of the integration workflow and mapping group impacted by the change — for example Customer POs (Sales Orders) -> Date/Milestone Fixed Fee where “Customer POs (Sales Order)” is the integration workflow and “Date/Milestone Fixed Fee” is the mapping group.

Workflow

Changes to the workflow list on the Mapping tab.

The display names of the integration workflow impacted by the change.

Workflow group

Changes to the list of workflow groups available on the Automate tab.

The names of the workflow group impacted by the change.

Workflow group assignments

Changes to the list of integration workflows included in a workflow group (Automate tab).

The display names of the workflow and workflow group impacted by the change: 'Workflow group name' contains 'Workflow display name'.

Category and Value for Each Type of Change

The following table lists the change categories, a description of the change for each category, the location in the NetSuite Connector UI where the change can be made, and a reference for the values shown in the Original value and New value columns.

Category

Change

UI Location

Original Value / New Value

Value of the setting

Setting on the Credentials or Automate tab.

Field on the Credentials tab or email notification fields on the Automate tab.

For check boxes, 1 if checked, blank otherwise.

For dropdown fields, as it appears in the selected dropdown option.

For text boxes, as entered on the form or [Changed] if the text box content is masked.

Value of the switch

Administration setting value or workflow setting value.

Check box or dropdown field on the NetSuite Connector administration form (Tips menu option) or the Workflow settings popup form (Mapping tab).

For check boxes, 1 if checked, blank otherwise.

For dropdown fields, as it appears in the selected dropdown option.

Active real-time row

Boolean value indicating whether the real-time integration is active.

Active switch on the real-time integration row (Real-time tab).

1 if active, blank otherwise.

Object for Real-time

The OpenAir record type to be exported to NetSuite in real time.

Object dropdown field on the real-time integration row (Real-time tab).

The name of the OpenAir record type in the default OpenAir terminology.

Event for Real-time

The event triggering the export of the OpenAir record to NetSuite.

Event dropdown field on the real-time integration row (Real-time tab).

As it appears in the selected dropdown option.

Workflow group name

The display name of the workflow group

Name text box on the Workflow group popup form (Automate tab).

The Name as entered on the Workflow Group popup form.

Active workflow group assignment

Boolean value indicating whether or not the integration workflow is included in the workflow group.

Check box for the integration workflow on the Workflow group popup form (Automate tab).

1 if active, blank otherwise.

Active workflow

Boolean value indicating whether or not the integration workflow is active.

Active switch at the top mapping definition table (Mapping tab).

1 if active, blank otherwise.

Workflow export/import

String value indicating whether the integration workflow imports records from NetSuite into OpenAir or exports records from OpenAir to NetSuite.

Arrow on gray or green color background in the workflow list or in the Direction column on the mapping definition tables for the integration workflow (Mapping tab).

from_ns if the workflow imports records from NetSuite into OpenAir, to_ns if the workflow exports records from OpenAir to NetSuite.

Workflow display name

The display name of the integration workflow.

Workflow list and title at the top of the mapping definition pane (Mapping tab).

For custom export workflows, the Display name text box on the Custom Workflow popup form, when creating a new custom export workflow (Mapping Tab).

For custom export workflows, the Workflow display name as entered when creating a new custom export workflow.

Not shown otherwise.

Is custom workflow

Boolean value indicating whether or not the integration workflow is a custom export workflow.

If the integration workflow is a custom export workflow, selecting the workflow then clicking Settings on the Mapping tab shows a popup window with the custom workflow details. See Viewing Custom Export Workflows Settings.

1 if the integration workflow is a custom export workflows, blank otherwise.

Workflow name

The name of the integration workflow.

Workflow list and title at the top of the mapping definition pane (Mapping tab).

For custom export workflows, the Workflow name text box on the Custom Workflow popup form, when creating a new custom export workflow (Mapping Tab).

For custom export workflows, the Workflow name as entered when creating a new custom export workflow. For standard workflows, the workflow name is not shown or use anywhere else on the UI.

Workflow selected

Boolean value indicating whether or not the integration workflow is included on the workflow list on the Mapping tab.

Workflow list (Mapping tab).

1 if included on the workflow list, blank otherwise.

Workflow sequence

Updated by OpenAir when a custom workflow is added, activated, deactivated or deleted.

N/A

A integer number indicating the place of the custom workflow in the running order.

Note:

Custom export workflows run after all standard workflows.

Tab export/import

String value indicating whether the mapping group subtab is part of an integration workflow importing records from NetSuite into OpenAir or exporting records from OpenAir to NetSuite.

Arrow on gray or green color background in the workflow list or in the Direction column on the mapping definition tables for the integration workflow (Mapping tab).

Always blank

Tab display name

The display name of the mapping group subtab (or integration point).

Mapping group subtab (Mapping tab).

For custom export workflows, the Workflow display name as entered when creating a new custom export workflow.

Not shown otherwise.

Tab filters

Filter conditions for the mapping group subtab (or integration point), if any and if available.

Pop up form that appears when clicking the Filters link at the top of the mapping definition table for the integration workflow mapping group, if available (Mapping tab).

The field mapping as defined using advanced filter notation.

Is custom tab

Boolean value indicating whether or not the mapping group subtab is part of a custom workflow.

N/A

1 if the mapping group subtab is part of a custom export workflows, blank otherwise.

Tab name

The name of the mapping group subtab (or integration point).

Mapping group subtab (Mapping tab).

As listed in the documentation (except it is displayed in lower case). See Integration Point Tags.

For custom export workflows, the Workflow name as entered when creating a new custom export workflow.

Integration method

The integration method used for the mapping group subtab (or integration point). Determines whether the custom workflow exporting OpenAir published reports to a NetSuite custom record type only creates records, or replaces all records in NetSuite.

Integration method dropdown field on the Custom Workflow popup form, when creating a new custom export workflow (Mapping Tab).

As it appears in the selected dropdown option.

NetSuite record

For custom export workflows, the name of the NetSuite record type or custom record type.

NetSuite record dropdown field (or Specify dropdown field in the case of custom record types) on the Custom Workflow popup form, when creating a new custom export workflow (Mapping Tab).

As it appears in the selected dropdown option.

OpenAir record

For custom export workflows, the name of the OpenAir record type or OpenAir published report.

OpenAir record dropdown field (or Specify dropdown field in the case of published reports) on the Custom Workflow popup form, when creating a new custom export workflow (Mapping Tab).

As it appears in the selected dropdown option.

Workflow

The internal ID of the integration workflow the mapping group (or integration point) is part of.

N/A

The internal ID of the integration workflow.

Tab sequence

N/A

N/A

Always blank

Mapping row active

Boolean value indicating whether or not the mapping definition row is active.

Active column on the mapping definition table for the integration workflow (Mapping tab).

1 if active, blank otherwise.

Advanced mapping

Advanced mapping for the mapping definition row, if any.

Popup form that appears when clicking the advanced mapping icon Advanced mapping icon next to the dropdown field for the source data on the mapping definition tables for the integration workflow (Mapping tab).

The field mapping as defined using advanced mapping notation.

Initial only row

Boolean value indicating whether or not the mapping definition row should be used only the first time a record is imported from NetSuite into OpenAir (only when the OpenAir record is created).

Initial only check box on the mapping definition table for integration workflows importing records from NetSuite into OpenAir (Mapping tab).

1 if checked, blank otherwise.

Tab id

The internal ID of the mapping group (or integration point) the mapping definition row applies to.

Mapping group subtab (Mapping tab).

The internal ID of the mapping group subtab.

NetSuite field

The NetSuite field selected for the mapping definition row.

NetSuite field column on the mapping definition tables for the integration workflow (Mapping tab).

As it appears in the selected dropdown option.

OpenAir field

The OpenAir field selected for the mapping definition row.

OpenAir field column on the mapping definition tables for the integration workflow (Mapping tab).

As it appears in the selected dropdown option.

Pullback

Boolean value indicating whether or not the mapping definition row is a pullback row.

Add Pullback row link and Direction column with an arrow on orange background Arrow pointing right on orange color background on the mapping definition tables for integration workflows exporting records from OpenAir to NetSuite (Mapping tab).

1 if the mapping definition row is a pullback row, blank otherwise.

Scheduled workflow group

Workflow group the scheduled integration run is restricted to, if any.

Workflow dropdown field on the schedule row (Automate tab).

The selected workflow group display name, or blank if the metavalue [All] is selected.

Scheduled hour

Hour of the scheduled integration run. The

Times are in U.S. Eastern Time dropdown field on the schedule row (Automate tab).

As it appears in the selected dropdown option.

Scheduled day

Day of the scheduled integration run.

Day dropdown field on the schedule row (Automate tab).

As it appears in the selected dropdown option.

Scheduled active

Boolean value indicating whether or not the scheduled integration run is active.

Active switch on the schedule row (Automate tab).

1 if active, blank otherwise.