HCMS Files to Web Central Document Center Integration

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You can set up an integration to have a file created automatically in the Web Central Document Center when an asset is created or published in the HCMS.

Prerequisites

  1. Set up your HCMS and Web Central credentials

  2. Make sure the applicable Web Central Document Center folder is set to Update Integration Hub. Update integration hub.

Instructions

  1. Sign in to your site

  2. Navigate to the Integrations tab Integrations menu.

  3. Select + New IntegrationNew integration button.

  4. Click the Simple integration card Simple integration card.

  5. Add a Short Description of the integration Integration Hub Description.

  6. Select HCMS as the Trigger and CivicEngage Central as the Action Integration Trigger and Action.

  7. Select the Applications for the trigger and action Applications dropdown.

  8. Select the applicable Credentials for each application Credentials drop-downs.

  9. Choose File as the Type and Document Center as the Module Type and Module drop-down fields.

  10. Select the Filter that will trigger the integration from the HCMS Filter field.

  11. Select the Document Center Folder the file should be added to and select Create from the Action drop-down Folder and Action fields.

  12. Click NextNext button.

  13. Map fields from HCMS to Web Central as needed Field Mapping from HCMS to Web Evolve.

    Note: Required fields in Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central.

  14. Click NextNext Button.

  15. View an Overview and Test Instructions for your integration Integration Hub Test and Confirm instructions.

  16. Click SaveSave button.

  17. Enable your integration using the toggle under the Status column Enable Integration toggle under Status column.

  18. The integration will now sync files between your HCMS and Web Central sites

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