Integration Configuration

1. On the top menu bar, click System Management ( )>Administration>Work Management>Integration Configuration
2. On the Integration Summary page, in the upper-left corner, click Create New Integration
3. On the Create Integration window, fill in the Integration Name. Click Continue. Go to Modify Integration, step 3, below

1. On the top menu bar, click System Management ( )>Administration>Work Management>Integration Configuration
2. On the Integration Summary page,  in the Integration Name column, click the integration you want to edit 

3. On the Integration page, locate the forms   and make changes as below: 

                                                                       
   3a: General  

    API Key

   1. You can create a new API key: 

      Action	Description
      Reset API Key	The API key is generated by the system. Click Reset API Key to generate a new key. If you change the key, you must use the new key in your form   or integration will not work

                                                                                 

   General Actions/Methods

   Choose the API methods you need. By default, all actions/methods are enabled

   1. To change methods: 

                                                                                                                                                                     

      Number of methods enabled	Action
      All	Click All actions>N Go to step 2
      Fewer than all	Go to step 2

   2. Check or uncheck the boxes to choose general actions/methods. All general actions/methods  are turned on by default. For details, see the API document (actions are called "methods"): https://www.irth.com/irthnet/docs/api CL: https://cl.irth.com/irthnet/docs/api
                                                                       
   3b: Form

    Choose the forms the API integration applies to. 

   1. In the bottom left corner, click + Add Form
   2. In the dropdown list, click the form
   3. Click Add Form. Result: The form appears at the bottom of the screen 
   4. The actions/methods vary by form. By default, the actions/methods of the form are turned on. For details, see the API document (actions are called "methods"): https://www.irth.com/irthnet/docs/api CL: https://cl.irth.com/irthnet/docs/api
4. You can define multiple criteria for a filter. Click the red X to delete a criterion
5. When finished, click Save  (Filter Details page appears) or Cancel to discard your changes

1. In the bottom right corner, next to the Cancel button, click the ellipsis (...)
2. The Delete button appears. 
3. Click Delete 

There are two ways to view the history of changes to integrations:

1. On either the Integration Summary page or an Integration page, in the upper right corner, click History

2. In the History window:

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                       

   Page	Description
   Integration Page	The list of all changes and the person who performed them
   Integration Summary Page	The list of all changes to all integrations and the people who performed them

                                                                       

   Click Show Changes to see a description of the change 

You can use the Alert Notification feature to notified of errors in some API actions/methods. See Alert Notifications