Defining an Action Template

Use action templates to provide specifics about the external application you want integrated with your data source. Each action template defines an application integration definition that connects Zoomdata with an external application.

You must be logged on as an administrator or as a user with the Can Manage Action Templates privilege.

To define a new action template:

  1. Make sure you are logged in as a Zoomdata administrator or a user with the Can Manage Action Templates privilege.

  2. Select (Settings) and then select Actions. The Actions page appears.

    The Actions page is split into two parts. Action templates (if any) you have defined are listed on the left. When you select an action template on the left, its details appear on the right.

  3. Click on the bottom left side of the Actions page. Action properties are listed on the right side of the page.

  4. Specify appropriate action properties on the right side of the page, as described below.

    Action Property Description
    Name Specify a unique name for the action template definition.
    Target URL Specify the URL of the external application for the action template.
    Data Source Select the Zoomdata data source configuration for the action template.
    Fields Select (check) fields in the data source configuration for which data should collected by the action template when it is invoked.
    Row Limit Specify a positive integer ranging from 1 through 999999999 to limit the number of rows of data submitted to your application when the action template is invoked.
    Enable Action

    Slide the Enable Action selector to the left or right to disable or enable the action template. See Enabling and Disabling an Action Template.

  5. Click .