generateCRMAccessToken Step

Last published at: May 14th, 2024

Description:

Generate Access Token using LUKE CRM configuration

Delete

Inputs

  • varGlobalAccessToken - variable / global to hold access token 
Delete

Returns

  • True – Access Token generated successfully
  • False – Failed to generate Access Token

Configure:

FW Admin should configure the new data type and the process step (for the first time) in this hirearchy. 

Navigate to Administration - Data Types - Utils - Auto Detect to open in a new tab. Search for generatecrmaccesstoken. Select Manage - Configure menu option. The data type shall be configured for the relative process step for use. (the images are for reference only)

Navigate to Administration - Steps - Utils - Auto Detect to open in a new tab. Search for generatecrmaccesstoken. Select Manage - Configure menu option. The step type shall be configured for use in the process definition.  (the images are for reference only) 

Usage:

Example:

Let’s build and execute the generateCRMAccessTokenDef example.          

  • Create a new definition called “generatecrmaccesstokenDef”
  • Select the definition and click the “design” button
  • Drag a "generateCRMAccessToken, RESTCall, JSONPathGetValue" step from the toolbox
  • Connect the dots between the steps as shown on the above graphic 
  • Define the following process variables

  • Click on the “generateCRMAccessToken” step to configure its properties. 
  • Click on the “RESTCall” step to configure its properties.  

  • Click on the “JSONPathGetValue” step to configure its properties.  
  • Click on the “RESTCall” step to configure its properties.  

  • Click on the “JSONPathGetValue” step to configure its properties.  
  • Save the process definition. Generate and execute a new process instance. The step shall generate an new access token using LUKE CRM configuration.