AFAS GetConnector: Group Membership

These steps consist of the following actions:

1. Configure a free contact file
2. Configure a free table
3. Add fields to the free contact file
4. Make fields visible to the employee
5. Configure a GetConnector
6. Configure the AppConnector
7. Pass on the required information to Pluvo

1. Configure a free contact file

Within the General menu in the Environment section, select the option Administration and then click Properties. A new menu will open; click on the tab free contact files.

Double-click on a file that is not yet in use (a file named something like 'Free contact file'). Remember the name of the exact free contact file being used. In the General tab, enter 'PLUVO_GROUP' in the description.

Next, go to the visible at tab, check employee, and click OK.

2. Configure a free table

Within the General menu in the Setup section, select the option Free table. In the subsequent menu, choose new.

Enter 'PLUVO_groups' in Description. Set the field Code length to '3', and the field Description length to '100' as values. Then fill the table with the groups you want to synchronize with Pluvo as shown below and click complete.

3. Add fields to the free contact file

Within the General menu in the Administration section, choose Management tool. Double-click on the function group Organization/person.

Select the option PLUVO_group in the left column and click new. Configure the file with the following options:

• Field type: Table link
• Label: PLUVO_group
• Column text : PLUVO_group

Link to tables: PLUVO_groups

Click complete and go to the Tabs tab, then click new.

Enter 'PLUVO_groups' in Tab name, add PLUVO_group from the left column, and click OK.

Click new.

Choose a PLUVO_group and click OK. Add all groups where an employee has access.

You can verify the added groups by selecting PLUVO_group within CRM in the CRM menu under the option Free contact file.

Here you'll see all added employees.

5. Configure a GetConnector

Within the General menu in the Output section, choose Administration, then click GetConnector.

You'll see the screen below. Click new and check based on an existing data collection. Filter here on Free contact file and choose the same option previously selected in the step configure a free contact file, then click next.

Enter PLUVO_GET_GROUP in the description and click next.

Click data and check show all available connections. Now you must add the following fields. Choose within Free fields -> PLUVO_group - > PLUVO_groups the options Code and Description.

Next, go to Contact - > Contacts -> Organization/Person -> Links - > Employee. Inside the Employee folder, add another 'Employee'.

Click complete.

Passing on the necessary information to Pluvo

Now pass on the name of your created GetConnector to Pluvo.

Updated on: 09/01/2024