Configuring Rules

KwikWork Integrator allows users to access and utilize data from external systems in work items, search and entry templates to add, update or search for documents and folders by creating choice lists using the external data.  It achieves this through content rules that are used to query an external data source, then maps that data to properties in a class or template.  In order to enable users access to these functionalities, administrators must first configure mapping rules in the Rules tab of the Integration Configuration Panel.  The mappings that can be configured in the KwikWork Integrator configuration panel are:

1. Function Mappings - KwikWork Integrator is also able to add a unique identifier to properties of documents and cases when they are created.
2. Data Source Mappings - These rules allow data from databases and REST services to be available to the end user when they creating, updating or searching for content.  Before these mappings can be configured, REST or database sources must first be created.

Notes

1. A large number of searchable columns could impact performance.
2. To improve performance, after upgrading to KwikWork Integrator 2.2, any existing rules will automatically only use the 'Code' column as a the only searchable.  To make additional columns searchable, add a new mapping with the desired searchable fields to replace the existing one.