Main View

The integration toolbar is located at the top of the Home tab and provides the following controls:

• : Opens a menu that displays recently added integration methods. Click one of these integration methods to add a new integration of that type to the integration file. Alternatively, click More Integrations to open the New Integration dialog, where you can select the integration that you want to add to the integration file.

• : Opens the New Integration dialog, where you can select the integration you want to add to the integration file.

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• : Adds a Print Document action to the currently selected integration method.

• : Opens a menu that displays recently added actions. Click one of these actions to add a new action of that type to the currently selected integration method. Alternatively, click More Actions to open the New Action dialog, where you can select the action that you want to add to the currently selected integration.

• : Adds a Group action to the currently selected integration method.

• : Opens the New Action dialog, where you can select the action that you want to add to the currently selected integration.

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• : Open the Test pane so that you can test the selected integration.

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• : Opens the New Deployment dialog, where you can specify when you want the integration deployed. When you click OK to close the New Deployment dialog, Integration Builder displays the Deployment page on the Administration tab, where you can verify that the integration is scheduled to be deployed.

The Integrations pane lists all the integrations that are part of the open integration file. When you click one of the integrations in this list, the name is highlighted, and information about this integration is displayed in the other panes of the Home tab.

The following options are available from the integrations context menu, which you can access by right-clicking an existing integration in the pane: 

• New: Opens the New Integration dialog, which enables you to add another integration to the integration file.

• Duplicate: Creates a duplicate copy of the integration from which the context menu was opened.

• Cut: Deletes the integration from which the context menu was opened and copies it to the clipboard.

• Copy: Copies the integration to the clipboard.

• Paste: Pastes an integration into the list that was previously copied to the clipboard.

• Delete: Deletes the integration from which the context menu was opened.

• Move Up: Moves the integration from which the context menu was opened up one level in the list of integrations.

• Move Down: Moves the integration from which the context menu was opened down one level in the list of integrations.

The Integration Settings pane provides access to the property pages of the integration that is currently selected in the Integrations pane. In the Actions section of the pane, you can add actions the integration. Selecting the action or a property page from this list results in the property page being displayed in the Properties pane, where you can configure the properties as needed.

The following options are available from the actions context menu, which you can access by right-clicking an existing action in the pane: 

• New: Opens the New Action dialog, which enables you to add another integration to the integration file.

• Duplicate: Creates a duplicate copy of the action from which the context menu was opened.

• Cut: Deletes the action from which the context menu was opened and copies it to the clipboard.

• Copy: Copies the action to the clipboard.

• Paste: Pastes an action into the list that was previously copied to the clipboard.

• Delete: Deletes the action from which the context menu was opened.

• Move Up: Moves the action from which the context menu was opened up one level in the list of actions.

• Move Down: Moves the action from which the context menu was opened down one level in the list of actions.

The Properties pane enables you to configure the settings for the selected integration property page or for the selected action. You can access the Properties pane on the Home tab by clicking the Properties tab at the bottom of the window.

The properties that are available in the Properties pane depend on the property page or action that is selected. For more information about the available properties, refer to the Help page for the specific integration you are designing, because it will provide links to the property pages for that integration. Alternatively, if you are configuring an action, see the Help page for the specific action that you are configuring.

The Test pane enables you to test an individual integration in an integration file. Select the integration that you want in the Integrations pane, and then click the Test tab at the bottom of the window. If the selected integration has been configured to run immediately, it will begin running as soon as the Test pane is displayed.

On the Test pane, you can start and stop the integration and view general details about its execution. The pane further provides a view that shows each action that the integration runs and an output view where you can review logged messages for the integration and its actions, including errors, warnings, messages, and events.

For more information about using the Test pane to test your integrations, refer to Using the Test Pane.