Workflow Channels

The Workflow Channels page allows you to create, edit, or delete workflow channels.

Workflow channels define information needed to connect to external systems.

They can be connected to individual workflow details to interact with an external system when those details execute.

Create or Edit Channel

Click New to create a channel, then select the type of channel you wish to create.

You can also select a channel in the list and click Edit to edit the channel.

New or Edit D365 Channel

FIELD	DESCRIPTION
Name	The name of the channel.
Description	A description of the channel.
Company	The D365 company to use when calling D365 integration methods (specified on individual workflow details).
Tenant	The Azure Active Directory tenant for the connection.
Resource URL	The URL for the D365 instance.
Application ID	The Application ID set while setting up an application registration in Azure Active Directory.
Client Secret	The key set while setting up an Application ID in Azure Active Directory.

New or Edit API Channel

FIELD	DESCRIPTION
Name	The name of the channel.
Description	A description of the channel.
URL	The URL to execute the API function.
Request Headers
New	Click this button to add API details.
Key	The access key to authenticate with the API management service.
Value	The value for the access key.
Confirm	Click this button to save any changes.
Cancel	Click this button to clear any changes.

Select a record in the list and click Delete to delete the channel.

You will be asked to confirm that you want to delete the channel. Click OK to remove the channel.