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Last updated Apr 2, 2024

How to use AppOne connectors with TemplateOne

Important: Always make sure that your input data is formatted according to the TemplateOne data model. See Input tables of TemplateOne. This means that if you use an existing connector, you must make sure that the output tables of the connector match with the input tables of TemplateOne.

Introduction

It is possible to use an existing AppOne connector to create an output dataset that can be loaded into TemplateOne. Since the data model of TemplateOne differs from the data model of AppOne you must either:

  • rename the input tables of TemplateOne according to the names of output tables in the connector, or
  • rename the output tables in the connector to fit the exact names of the input tables of TemplateOne.
For a clean state, you should disable outputting the Global settings and Reference models tables, as well as other tables that are not part of the TemplateOne data model.

Follow these steps to disable the output of a table.

Step

Action

1

Open the connector in your development environment and go to the Data tab.

2

Right-click on the table you want to exclude from the output.

3

Select Advanced - Options... from the context menu.

4

Unselect the Output in dataserver update option and click on OK.

See the illustration below for an example.



Using attributes

AppOne uses other attributes than TemplateOne. For example, attributes as Case department and Customer are not part of the data model of TemplateOne, but can easily be added. See Adding new attributes to an app or discovery accelerator. If desired, you can also add additional attributes to TemplateOne in the same way.
Another option is to map an TemplateOne attribute to an AppOne attribute. For example, you can map Case value to Amount. See Mapping Attributes.
You can also rename Case value to Amount afterwards.

Case status

Since the Case status attribute is part of the data model of TemplateOne, it is expected as an input attribute for TemplateOne. In AppOne Case status is calculated in the app and not in the connector. This implies that if you want to use Case status in TemplateOne, you must configure this in the connector and make sure that it is included in the output dataset.

Event processing time

The Event processing time attribute is in TemplateOne expected as an Integer, representing the amount of time actually spent working for the event given in milliseconds. If you want to use the Event processing time in TemplateOne, you must configure this in the connector and make sure that it is included in the output dataset.

Settings in TemplateOne

The only setting in TemplateOne is the Default period on the Globals table. The default value is using the maximum Case start date, but you can change it to a different value according to your needs.

If you have configured this in an existing connector, you must now configure this directly in TemplateOne.

Welcome screen

By default, TemplateOne does not provide a welcome screen. If you want to show a welcome screen to end-users, you must build this in TemplateOne.

Collapsible charts

By default, all charts are expanded in TemplateOne.TemplateOne does not provide collapsible charts. If needed, you can configure this in TemplateOne.

  • Introduction
  • Using attributes
  • Case status
  • Event processing time
  • Settings in TemplateOne
  • Welcome screen
  • Collapsible charts

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