The setup for Qvidian integration requires first choosing if the account is available on qvidian.com or qvidian.eu and then entering valid credentials.
Once a valid connection is established the Door platform interface will update to add functions for importing and using content stored in the Qvidian library.
- The Questionnaire View call-out menu will include a menu item represented by a link icon.
- The link icon brings up a dialog box to list a Qvidian ID for a piece of content.
- Once selected, the response form will populate the contents stored under that Qvidian ID in the Qvidian library.
- The response form may then be updated. That will change the contents of the response in Door for that product, but will not update the Qvidian library. Qvidian serves as the source.
- Once that link is established, the repsonse form will show a link icon indicating that the response is linked to Qvidian. Mouse over the link icon to see the Qvidian ID for the link.
Clicking on the link icon will break the link between that question and the Qvidian ID.
- Once integration with Qvidian is established, the Door Dashboard updates to include an additional Qvidian tab.
- By default, that tab shows is a list of linked Qvidian ID with updates available for use. A linked Qvidian ID is one that has been used previously in the TSQ View as described in the section on TSQ View.
- There is a toggle icon in the upper right hand side to change the view to show all linked Qvidian IDs rather than just those with updates.
- Each entry on the list of Qvidian IDs is expandable. Expanding the row shows each place where the Qvidian ID has been linked to a response, listing the combination of the question and Product where the Qvidina ID was used.
Using Updates from the Dashboard - Qvidian Tab
- If there are updates available, then the list will include options for using updated content in responses.
- Selecting a destination with the checkbox and using the “Apply to selected products” button will update the contents directly. Using “Review contents” will lead to the following detailed modal:
- It is possible from here to perform the update, and also to see the details of how the updated library content differs from the current response:
For RocketDocs in particular, the integration requires that content be designated for use by Door. A RocketDocs Admin can either designate a Library of content for use by Door, or indicate a combination of content attribute and attribute value that indicates Door has permission to use that piece of content.
To verify these settings, follow these steps in the RocketDocs interface.
- Navigate on the left hand sidemenu to Administration > Settings > System Settings as seen in the screen shot
- From the System Settings page, on the upper right hand side, select the dropdown menu for “External Integrations” and select DOOR.
- Select either Library and Attribute, populate the options, and use the “SAVE” button.
RocketDocs response content information includes a question/topic and two ways to provide a response:
- Short text (also referred to as inline content)
- Attachment content - which may be entered and edited with a WYSIWYG editor in the RocketDocs UI, but results in an update to the attachment (DOCX format)
By default, Door will use the response content found in the short text field. However, in the case that the short text field is blank, and an attachment exists, Door will use the attachment as the source of the response.
Loopio integration with Door requires that the Loopio client have a Plus or Advanced level subscription. Clients with an Essentials subscription will not have access to the API key generation needed to integrate with Door.
The Door-Loopio integration is enabled on a per customer basis. The following workflow describes how to obtain the Door-Loopio integration API key on a per customer basis.
- A Loopio user with the proper Admin permissions can create the API Key in the following way:
- First, navigate to the Admin menu and select the Integrations sub-menu.
- In the “For Developers” section, use the “Add an App” button. See the illustration below.
- In the new window, give a name like “Door”. Be sure to expand the Library section and check the boxes to allow for Read, Write, and Delete access.
- Save
Important: be careful to take note of the Secret. This information is only available at the time of creating the key and is not recoverable later. The Key information is available later, but the secret will not be.
- From the left-hand side menu of the Door interface, select Integrations, and from there, the Library sub-menu item.
- From there select “Loopio” from the content library and populate the information for URL, API Key and API Secret.
- For base URL, use the URL for API access, most likely api.loopio.com. You do not need to include the protocol prefix of https:// or include a trailing slash.
- Once the information is entered, the Door interface will replace the form with an indication that the integration is active.
- You can also check that the “Loopio” tab now appears on the Dashboard.
Each team member that will make use of the Loopio integration must go through this configuration exercise.
However, the API credentials (API Key and API Secret) may be reused by multiple team members. There is not a need for individual users to obtain their own credentials from Loopio.
- The Questionnaire form will have the same “Link” icon available in the menu for the response area.
- This link leads to a search modal where the user can actively search the Loopio library to find the appropriate content for linking.
- The search form includes two fields: free form text for search, and a dropdown of Loopio content tags to filter the results. By default, Door will populate the search field with the text of the question. The user may edit this to refine the search.
- It is possible to save the selected Category and/or Tag used in the search. Use the star icon in the upper right hand side of the search modal to save the settings. The next time the link icon is used to search the Responsive library, the saved settings will be used to filter results.
- The search results are listed in the form, with pagination controls at the bottom to page through the results. Use the arrow icon to the left of the search results to link that Loopio content to the response on Door.
The Door-Responsive integration has the following requirements:
- An active account on the Door platform for Asset Managers
- An active account on the Responsive response platform
- Contact your Responsive relationship manager to verify you have the integrations package needed to integrate with Door.
The Door-Responsive integration is enabled on a per customer basis. The following workflow describes how to obtain the Door-Responsive integration API key on a per customer basis.
A Responsive user with the proper Admin permissions can create the API Key in the following way:
- First, navigate to the username in the lower left hand corner and in the subsequent pop-up menu, select My Account.
- From the top of the My Account page, select the far right hand tab, “Integrations.”
- From there, under API Tokens and the Responsive API Token panel, select the “Generate API Token” button.
- Important: be careful to take note of the API Token. This information May not be retrievable later.
- The Questionnaire form will have the same “Link” icon available in the menu for the response area.
- This link leads to a search modal where the user can actively search the Responsive library to find the appropriate content for linking.
- The search form includes three fields by default: free form text for search, a dropdown of available Responsive Categories to filter the results, and a dropdown of available Responsive Tags to filter the results. By default, Door will populate the search field with the text of the question. The user may edit this to refine the search.
- The search results are listed in the form, with pagination controls at the bottom to page through the results. Use the arrow icon to the left of the search results to link that Loopio content to the response on Door.
- It is possible to save the selected Category and/or Tag used in the search. Use the star icon in the upper right hand side of the search modal to save the settings. The next time the link icon is used to search the Responsive library, the saved settings will be used to filter results.