Integration Rule Button

The Integration Rule object is included in Accounting. For a description of the fields and buttons included in Accounting, see Integration Rule Fields.

PSA – Accounting Connector adds a list button to the Integration Rule object to enable you to create integration and ClickLink rules in legacy modeClosed When PSA – Accounting Connector runs in legacy mode, it uses the older mechanism that was introduced before Spring 2021. Some features and modern user experience components aren't available in legacy mode. Legacy mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is deselected.. Here is a description of the button that PSA – Accounting Connector adds to the Integration Rule object.

Button Added to the Integration Rule Object
Button Type Description
Generate Rules for PSA – Accounting Connector List Button

Creates or recreates all ClickLink and integration rules for PSA – Accounting Connector. For more information, see Creating PSA – Accounting Connector Integration and ClickLink Rules in Legacy Mode.

This is not available in enhanced modeClosed When PSA – Accounting Connector runs in enhanced mode, it uses the improved mechanism introduced starting with Spring 2021. This includes better flow execution performance and a modern user experience. Enhanced mode is enabled when the Run Integration in Enhanced Mode field in the PSA – Accounting Connector Settings custom setting is selected..