Integration Prerequisites

The flow-based integration betweenAnthology Student and Anthology Reach requires the following configurations and mappings:

Configurations for the Contact Entity

Update the Field Mappings for the Source Category and Source Method Fields

  1. In Anthology Reach, navigate to Settings > Integrations > Integration Mappings.

  2. Locate the contact-Field-_cmc_sourcemethodid_value field and view the fields on the General tab.

  3. In the Parameters field, add the source method name that is used for integrating the Contact data.

    Example: If the external source method name is Email, update the value in theParameters fields as follows:

    Email,cmc_sourcemethod,cmc_sourcemethodname

  4. Locate the contact-Field-_cmc_sourcecategoryid_value field and view the fields on the General tab.

  5. In the Parameters field, add the source category name that is used for integrating Contact data.

    Example: If the external source category name is Application, update the value in the Parameters fields as follows:

    Application,cmc_sourcecategory,cmc_sourcecategoryname

Update the Data Mapping for the EthnicitiesList Field

  1. In Anthology Reach, navigate to Settings > Integrations > Integration Mappings.

  2. Choose the Mapping Type as Data mapping to filter the records and locate contact-Option Set-Race-ethnicitiesList and view the fields.

  3. Ensure that the value of the Dataset Name field is RaceType.

Configurations for the Course Section Entity

Update the Field Mapping for the Staff Id Field

  1. In Anthology Reach, navigate to Settings > Integrations > Integration Mappings.

  2. Locate the mshied_coursesection-Field-cmc_staffid field and view the fields on the General tab.

  3. In the Parameters field, add the external identifier of the user that is configured in the Integration Default User field on the Default Configurations page.

    Example: If the external identifier for the user is 2, update the value in the Parameters field as follows:

    {InstructorId},,systemuser,cmc_externalidentifier,2

Picklist Mappings

The picklist or Option Sets need to be mapped when the record is integrated in the flow. To enable this functionality, Option Set mappings are maintained in an MS Dynamics entity.

  • Name: Specify the mapping name.

  • Mapping Type: Select OptionSet.

  • External Source System: Select the value Anthology Student.

  • Entity Name: Schema name of the entity in Anthology Reach for which the mapping is required, for example, contact.

  • External Field Name: Field name as appearing in the request sent to the flow, for example, GenderId.

  • Internal Field Name: Field schema name in Anthology Reach, for example, gendercode.

  • External Option Display Name: Display name of the option in Anthology Student, for example, Male.

  • Internal Option Display Name: Display name of the option in Anthology Reach, for example, Male.

  • External Option Value: Value of the option in Anthology Student, for example, 6.

  • Internal Option Value: Value of the option in Anthology Reach, for example, 1.

Add a New Picklist Value

The following steps need to be performed when a new picklist value is added inAnthology Student:

  1. Create the corresponding picklist value inAnthology Reachby editing the field in an appropriate solution. Note the picklist numerical value generated for this value.

  2. Add an Integration Mapping record with appropriate values for the new mapping based on the value retrieved in the earlier steps.