Knowledge Base
Creating a SQL Server Real-Time Data Source
Browse Common Categories
- Using a Restriction
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Using a MultiList Option Lookup
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Setting up a Dynamics CRM Connection
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Using a Relationship
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using an Odata Field Lookup
- Creating a Dynamics 365 Business Central Change Data Source
- Creating a Dynamics 365 Business Central Real-time Data Source
- Setting up a Dynamics 365 Business Central Connection
- Connecting to Dynamics 365 Business Central using an OAuth Token
- Using a Page Field Lookup
- Using a Page Key Field Lookup
- Setting up an Integration to Dynamics 365 Business Central
- Creating a Dynamics 365 Business Central Bulk Data Source
- Using an Activity Party
- Using an Entity Lookup
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales Connection
- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Setting up an Integration to SQL Server
- Creating a SQL Server Real-Time Data Source
- Creating a SQL Server Change Data Source
- Creating a SQL Server Bulk Data Source
- Setting up a SQL Server Connection
Creating a SQL Server Real-Time Data Source
- From the main Navigation Menu, select Data Sources>>Realtime Triggers.
- On the Realtime Triggers page, click the Create Realtime Trigger Button.
- On the New Realtime Trigger page, click MSSQL Table Real-Time Data Source.
- The page to configure the MSSQL Realtime Data Source opens.
- Enter a Description for the MSSQL Table Real-Time Data Source.
- Connection – Select the MSSQL connection to be used from the dropdown list.
- Server Details – Click the Server Details button to show the details of the SQL Server.
- Click Validate.
- Table – Select a table to add a real time trigger to.
- Restrict Table Columns – If you only want to trigger the source on certain columns, mark those here.
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Log Action – Set the Log action as needed.
- Save Failures: Will log only failed records.
- Always Save: Will log successes and failures.
- Save Successes: Will log only successes.
- None: will not log any records.
- Click Save. This will save the source with all columns from the table. If you do not need to modify the query the real time source is ready to be used on an integration.
- If you need to modify the query, click the Edit Query.
- By default, the chosen table from step 7 will automatically be loaded with all columns selected. Any modification to the query can be done at this time. See query builder use here. Needs to link to article on query builder.
- Click Save Query.
- Click Validate.
- Click Save.
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