In SimpleOne, REST Bot Engine allows implementing connectors you to in with third-party services (such as messengers, AI systems, and so on) to solve various business tasks depending on the demand. As an example: when For example, when an incident is created, the responsible group receives notification to the specified specific messenger with the specified subject specified.
How to implement integration To integrate with the third-party service
, complete the following steps:
- Configure the third-party service Provide the preparations on the other side (register if needed, get an authorization token, check the API documentation).
- Create a bot type record.
- Configure the REST methods used to interact with the third-party service.
- Configure a bot instance.
- Configure Set up the routing parameters.
- Configure Set up the routing rules.
Creating Create a bot type
A bot type is a connecting element for the bot methods and bot instances. When created, you can easily specify which bots can use configured methods, and vice versa.
To create a new bot type, please complete the steps below:
- Navigate to Bots API → Bot Types.
- Click New and fill in the form, specify a Name for a bot type.
- Click Save or Save and Exitexit to apply the changes.
Configuring
In this section, you can configure Configure the REST API methods provided by the third-party system to interact with it. Bot The bot methods are bound with to the routing rules and routing parameters.
To create and configure a new bot method, please complete the following steps below:
- Navigate to Bots API → Bot Methods.
- Click New and fill in the form.
- Click Save or Save and Exitexit to apply the changes.
Bot methods form fields
Field | Mandatory | Description |
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Name | Y | Specify a method name. |
URL Suffix | N | Specify a relative path in addition Addition to the request URL. It takes a relative path changing depending on the different methods. Full request URL is concatenated out of the constant part The full URL of the request consists of the constant part specified in the URL field of the bot instance and of this URL suffix. |
Request methodRequest | N | method, for example, GET or POST. Specify the request method. Available options: Expand |
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title | Add more request methods |
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To add more request methods, use the Configure field |
functionalityfunctionality: - Right-click
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on - the field title to get the context menu.
- Select
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the itemNavigate to - In the Related Lists area, select the Choice tab.
- Click New and fill in the
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form - - – specify the table this method is related to (generally, it is a Bot Method table).
- Column
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- - –this field is populated automatically and indicated a parent column for the record.
- Title
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- - –specify the title for the record (for example, PUT).
- Language
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- - – specify the language for your choice option (in this case, the default value is 'en').
- Value
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- - – specify the relevant value for this choice option (in the example above, it should be 'put').
- Order
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- - – specify the order for this choice option to display in the choice list.
- Click Save or Save and
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Exit- exit to apply the changes.
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Bot type | N | Specify the By specifying a bot type , you can choose which bots can that can use this method. This field references the Bot Type (sys_bot_type) table. |
State parameter | N | Define the parameter that shows In this parameter, you can define whether the request was is successful or not. It The field stores a string the response body must return in order for the request to be considered successful. If not filledleft empty, the request will be is always considered as successful (except for the errors on the instance). For exampleExample: Image Removed Image Added
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Headers | N | Specify In this field, you can specify the method headers if necessary. Variables usage is acceptable (variables must be angle-bracketed)in the angle brackets are allowed. In the following example below, the variable substitutes the token from the bot instance will be substituted instead of the variable: Code Block |
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language | xml |
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theme | Eclipse |
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title | Header |
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| authorization:Bearer <token>; Content-Type:application/json |
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Body | N | Specify the The body of the request. Variables usage is acceptable (variables must be angle-bracketed)in the angle brackets are allowed. In the following example below, the message is sent out to the messenger channel defined by the variable <routingvariable <routing_parameter_0> and routed to the thread in this channel defined by the variable <routingvariable <routing_parameter_1>. The content of this message is defined by the <content> the <content> variable. These variables should be defined in the Bot Routing Rule (will be described further below).
Code Block |
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language | xml |
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theme | Confluence |
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title | Body |
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linenumbers | true |
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| {
"channel": "<routing_parameter_0>",
"text": "<content>",
"thread_ts": "<routing_parameter_1>",
} |
Info |
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The numeration of the routing parameters numeration is started starts with 0. |
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Create a bot instance to perform continue the integration further process (use bot methods, routing rules).
To create a new bot, please complete the steps below:
- Navigate to Bots API → Bots.
- Click New and fill in the form.
- Click Save or Save and Exitexit to apply the changes.
Bot form fields
Field | Mandatory | Description |
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Name | Y | Specify |
a bot By specifying a bot type, you can choose methods | Y | Specify the bot type. It includes methods that this bot can use. |
This field references the Bot Type (sys_bot_type) table. |
Token | N | Specify a token if the bot has |
an authorized access to a third-party service. This token should be provided by the API provider. |
URL |
An performing making requests. This part of the URL |
part an constant onepermanent, unlike the URL suffixes specified for |
every methods Configuring
Routing The routing parameters are used in the bot's routing rules , they allow to be make them more specific.
The main purpose of this functionality is configuring correlations between to set up a correlation between a column value upon a when the bot routing rule triggering is triggered, and a column value used in the request body.
To create a routing parameter, please complete the steps below:
- Navigate to Bots API → Routing Parameters.
- Click New and fill in the form.
- Click Save or Save and Exitexit to apply the changes.
Routing Parameter form fields
Field | Mandatory | Description |
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Bot method | Y | Specify the method related to this routing parameter. |
Column value | Y | Specify a column value for |
the additional routing. |
Parameter value | N | Specify the value for the parameter that |
will be substituted to the request body instead of the substitutes the <routing_parameter> variable in the request body for the record |
having that has the Column value |
defined in the Column Value field in the in the specified column. Info |
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You can create more than one parameter |
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, as many as you need. In this case, they . They should be numbered starting from 0: routing_parameter_0 routing_parameter_1
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Configuring bot
The Bot routing rules table contains conditions and rules to trigger; when conditions are met, the trigger performs executes a request to the external service. The request history can be found is in the Related Lists area for every each record.
To create a new bot routing rule, please complete the steps below:
- Navigate to Bots API → Bot Routing Rules.
- Click New and fill in the form.
- Click Save or Save and Exitexit to apply the changes.
Field | Mandatory | Description |
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Name | Y | Specify a routing rule name. |
Active | N | Select this checkbox to |
make active or inactive. |
Bot | Y | Specify the bot for which you need to configure the routing rule. |
This field references the Bot (sys_bot) table. bot method to this routing rule. This field references the Bot Method (sys__) tableAfter specifying relevant bot and bot method, the relevant | N | The business-rule is generated |
and filled record saving; it the record is saved. It is based on the parameters defined in |
these essences; this business-rule is to trigger on events in the system and meeting the Bot and Bot method fields. This business rule triggers events in the system that meets the rule conditions. Info |
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When updating the routing rule, the business rule updates automatically. When deleting the routing rule, the business rule deletes automatically. |
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Table | Y | Specify the table on which the routing rule |
will be working Columncolumn | N | Specify the columns that refer to |
The multi-selection field referencing to selecting columns, in case if you have to match more than one routing parameters with relevant columns, |
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please keep in mind, that columns the columns should be stated in this field |
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have to be that as the routing parameters in the request body. |
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Use Response | N | Select this checkbox |
in case of when the processing of the designated REST response is needed. |
The When selected, the Use Response tab appears on the form. |
When to Run tab |
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Action Insert | N | Select this checkbox if the routing rule should perform actions when inserting a new record. |
Action Update | N | Select this checkbox if the routing rule should perform actions when updating existing |
recordrecords. |
Action Delete | N | Select this checkbox if the routing rule should perform actions when deleting |
existing recordexisting records. |
Order | Y | Specify the routing rule processing order. |
Condition to run | N | Create a condition to meet |
before to trigger the routing rule |
is triggeredCondition Builder to fits your You You can create complex AND and OR filters |
, more than one condition in one filter Info |
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An empty condition always |
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returns '' |
Content tab |
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Advanced content | N | Select this checkbox |
in case if the content transferred to the <content> variable must be dynamic. When |
checkedselected, the Content Script |
field appearsfield appears. |
Content script | N | Specify the dynamic content that should be transferred to the <content> variable. Enter your script |
there in the end content string value of the content using the return directive. |
Content |
Script content that should be transferred to <content> variable. The content may be static (some text or instruction) |
or dynamically generated. To generate content dynamically, select the Advanced content checkbox and enter your script into the Content Script fieldcontent that should be transferred to the <content> variable. |
Use Response tab |
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Response parameter | Y | Specify a path to the |
interested necessary response parameter from the response body. Example: ts.user.id |
Write to |
Tabletable | Y | Specify a table where |
to write down the parameter is stored. |
Write to |
Columncolumn | Y | Specify a table column where |
to write down the parameter is stored. |
Source |
Mapping Columnmapping column | Y | Specify the |
The table column where the routing rule triggers. Specify the Source |
Mapping Column mapping column and Target |
Mapping Column in case if the resulting table is another one than the table where the request |
triggers Mapping ColumnThe mapping column | Y | Specify the table column to put the request result. |
How it worksIt works in the following way: The request result is recorded into the Write to |
Tabletable table record where the values in the Source |
Mapping Columnmapping column and Target |
Mapping Columnmapping column columns match. |
It means that the Mapping Columnmapping column column of the Write to |
Table table should match the value of the Target |
Mapping Columnmapping column of the Write to |
Table table. If the values do not match, |
then the and registered in . It also appears in the Bot Request History table. |
Bot request history
In there, the bot requests history to To check out the history of the requests to the third-party services is stored.To check out the history, please complete the following steps below.:
- Navigate to Bots API → Bot Request History.
- Click on the record you need to inspect.read.
Bot Request History form fields
ID | The record ID on which the request |
has been was generated. |
State | The request state. Available options: |
- was - is sent and processed successfully; third-party service did not throw any exceptions.
- Error
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- was - is sent and processed with errors displayed in the Response field.
- Sending
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- was - is sent and is waiting for the answer from the API provider.
Info |
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If no answer is received in 10 minutes, |
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then the request state is changed to Error automatically. |
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Bot Routing Rule |
Bot The bot routing rule on which the request has been generated. |
URL | The URL of the request specified. |
Method |
Method The method of the request specified. |
Headers |
Headers The headers of the request specified. |
Body |
Body The body of the request specified. |
Response |
This field contains useful . It is used for debug or troubleshooting. |
In there, you both the errors returned by third-party REST API, and |
the errors arisen on the server-side when |
making or sending a request. Implementation example
Consider an user case: you need to implement direct notification via messengers.
Input data you have:
Employee name | John Doe |
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Employee's messenger ID | #R11F0G2SD |
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Employee's sys_id on the SimpleOne instance | 160707678680781750 |
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First step
Create a notification method. For this, create a record in the Bot Method (sys_bot_method) table as described in this article above. Populate the Body field with the value below:
Code Block |
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language | js |
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theme | Eclipse |
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title | Bot Method |
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linenumbers | true |
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{
"channel": "<routing_parameter_0>",
"text": "<content>",
"as_user": "true",
"link_names": "true"
} |
In this example, the "channel": "<routing_parameter_0>" bundle specifies that the channel key will substitute the routing_parameter_0 parameter when the request is sent.
Second step
Create a notification rule. For this, create a record in the Bot Routing Rule (sys_bot_routing_rule) table.
In our user case, the trigger will be the new record creation in the Task table.
Routing parameters are defined in the Routing by Column field of the related Routing Rule record and used for sending messages. You can specify more than one parameter in this field numbered starting from 0 (see example below):
Code Block |
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language | js |
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theme | Eclipse |
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title | Routing Parameters |
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linenumbers | true |
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{
"channel": "<routing_parameter_0>",
"thread": "<routing_parameter_1>",
"text": "<content>",
"as_user": "true",
"link_names": "true"
} |
To specify method content more precisely, use fields located in the Content tab of the Bot Routing Rule record.
Note |
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Avoid using double quotes (" ") in bot routing rule content. Also, it is not allowed to put an odd number of backslashes in a row. If content is generated by a script in the Content Script field, then escape quotes and replace single backslashes (for example, by a slash) before returning values.
The code example below contains regular expression implementing necessary substitutions:
- single backslashes are replaced with slashes
- double quotes are escaped with a backslash
Code Block |
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language | perl |
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theme | Eclipse |
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title | Regular Expression |
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return `Comment: ${current.additional_comments}`
.replace(/(?<!\\)(?:((\\\\)*)\\)(?![\\/])/g, '\/')
.replace(/"/g, '\\"') |
Third step
Create a routing parameter. For this, create a record in the Routing Parameter (sys_routing_parameter) table. Fill in the field as described below:
Field | Description | Value |
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Bot method | Reference to the method using current routing parameter to send a message to employee. | send.message.to.employee |
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Column value | This value is searched for match by the bot routing rule. In our example, it's employee's ID on SimpleOne instance. | 160707678680781750 |
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Parameter value | This parameter value is used in body of the method specified in the Bot Method field. In our example, it's an employee's ID in his messenger. | #R11F0G2SDa request was created or sent. |
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