Page NAV-X Integration Setups

The Integration Setups page provides access to configuration settings for the Integration Framework and individual integrations.

To open: Use the search function (search for "NAV-X Integration Setups") or navigate via the Integration Framework menu.

Overview

Two types of setups are available:

  1. NAV-X Integration Setup - Framework-level configuration
  2. Individual Integration Setups - Per-integration settings (one per integration configuration)

General Framework Setup

Setup Name: NAV-X Integration Setup

Controls global behavior and security settings for all integrations.

Common Settings

Typical configuration options include:

Setting Purpose Default
Enable Post-Processing Global switch for post-processing features Yes (v1.3.0+)
Background Processing Enabled Allow Job Queue deferred processing Yes (v1.3.0+)
Field Value Mapping Enabled Enable code translation/mapping feature Yes (v1.3.0+)
Audit Trail Log all import/process operations Yes
Error Notification Notify admin of import errors Yes
Enable Import Logging Global switch for import logging (New in v1.4.0) No

Advanced Settings

Setting Purpose
Max Retry Attempts How many times to retry failed records
Retention Period Days to keep completed imports before cleanup
Log Level Verbosity of diagnostic logging

Individual Integration Setups

One setup per integration for specific configuration of that integration's behavior.

Integration-Specific Settings

Setting Purpose Notes
Codeunit for Pre-Processing Custom logic before import processing Optional
Codeunit for Post-Processing Custom logic after records created Set on Integration record directly (v1.3.0+)
Enable Duplicate Detection Check for duplicate records before creating Per-integration control
Default Processing Mode Immediate or Deferred for this integration Set on Integration record directly (v1.3.0+)
Error Handling Mode How to handle failed records Skip/Log/Ask

Accessing Setup Pages

From Integration List

  1. Open NAV-X Integrations page
  2. Select an integration
  3. Look for Setup action or link
  4. Opens that integration's setup page

From Setup Navigation

  1. Open NAV-X Integration Setups page
  2. See list of all available setups
  3. Click on Title to open specific setup

Setups shown:

  • NAV-X Integration Setup (general)
  • [Integration Name] Setup (one per integration)
  • Post-Processing Setup (v1.3.0+)
  • Field Value Mapping Setup (v1.3.0+)

Configuration Guidelines

Best Practices

  1. Review general setup before creating first integration
  2. Configure per-integration settings matching your workflow
  3. Test with small import before enabling background processing
  4. Document custom codeunits for your organization
  5. Review error handling to match your retry strategy
  6. Enable audit trail for compliance/troubleshooting

Workflow Recommendations

For Small, Ad-Hoc Imports:

General Setup:
  - Processing Mode: Immediate (default)
  - Error Handling: Ask
  - Notifications: Enabled

Integration Setup:
  - Post-Processing: Off
  - Duplicate Detection: On

For Large Batch Imports:

General Setup:
  - Processing Mode: Deferred Job Queue
  - Error Handling: Log
  - Notifications: Enabled (for completion)

Integration Setup:
  - Post-Processing: On (if needed)
  - Duplicate Detection: On
  - Retry Attempts: 3

For Scheduled Integrations:

General Setup:
  - Background Processing: Required
  - Job Queue: Configured
  - Audit Trail: Enabled

Integration Setup:
  - Post-Processing: Per Document (immediate validation)
  - Error Notifications: Admin email
  - Retention: 90 days

Version 1.3.0 Updates

New in v1.3.0:

Feature Setting Location
Post-Processing Framework Codeunit ID + Trigger Type Integration record
Background Processing Execution Mode (Immediate/Deferred) Integration record
Field Value Mapping Enable mapping per-field Integration Field page
Multi-Document Support Create New Document flag Integration Mapping
Error Classification Error Type field Integration Record

These settings are primarily configured at the Integration level (on the Integration record itself) rather than on centralized setup pages.

Legacy Setups (Pre-v1.3.0)

Older setups that may still exist but are superseded:

Old Setting Replaced By (v1.3.0)
Processing Codeunit ID Processing Execution Mode + Post-Processing Framework
Single Export Direction Bidirectional support (future)

Troubleshooting Setup Issues

"Setting not found" error?

Cause: Setup page accessed before setup created

Solution:

  1. Verify setup name spelled correctly
  2. Ensure setup exists (may need creation)
  3. Check permissions to access setup table

Settings not applying?

Cause: Configuration not saved or wrong level

Solution:

  1. Verify settings saved (Save button clicked)
  2. Check if setting is global or per-integration
  3. Verify integrations reloaded after setup change

Can't find specific setting?

Research:

  1. Check Integration Type configuration (Integrations page)
  2. Check Post-Processing settings (Integration record)
  3. Check Field Mapping configuration (Mappings page)
  4. Check specific Integration Fields (for Column Types)

Many v1.3.0 settings moved to specific configuration pages rather than centralized setup.

Version 1.4.0 Updates

New in v1.4.0:

Feature Setting Location
Import Logging Enable Import Logging (global) NAV-X Integration Setup
Import Logging Enable Detailed Logging (per-integration) Integration record
Import Preview Preview Rows (1-100) Integration record
Definition Export/Import Export/Import Setup actions Integrations page
Copy to Company Copy to Company action Integrations page
Copilot Auto Setup Suggest Integration Setup action Integrations page

Flexible Integration Setup

The Flexible Integration Setup page is a Card page that stores global configuration for the flexible integration engine. It is accessed from the Integration Framework menu or via search.

Fields

Field Description
Power Automate Base URL The base trigger URL for the Power Automate webhook relay flow (e.g., https://prod-xx.logic.azure.com/.../invoke). This is the URL up to but not including /webhook/{token}. Used when integrations are triggered via Power Automate webhooks.

This setup record is automatically initialized the first time the page is opened. It does not allow inserting or deleting records — only modifying the existing configuration.

See Also