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Eptura Knowledge Center

360Facility and Serraview Data Flow Matrix

This section describes which fields update via the integration.

Parent Work Order

Legend

  • Black = Integration Information
  • Blue = Initial Data
  • Purple = Updated Data
Field Name 360Facility Data Flow Serraview

360: Multiple fields concatenated

Serraview: Description

Source

360Facility sends a concatenation of Date, Time, Request SubType, Requester Name, Requester Phone, and Building Name.

No updates issued or received.

->

Destination

Serraview receives the concatenated data fields and puts it in the Description field.

No updates issued or received.

360: Assigned To

Serraview: Assignee

Source

Configuration Option 1 – Assigned to the Integration User.

Configuration Option 2 -Assigned to a specific person.

Config 1 & 2 - no updates issued or received.

->

Destination

Configuration Option 1 - Defaults to “Unassigned”.

Configuration Option 2 – Updates to the Assigned provided if there was a match. If there is no match on Assignee, it defaults to “Unassigned”

Config 1 & 2 – no updates issued or received.

360: Request SubType

Serraview: Service Request Type

Source

The selected 360 Request SubType is pushed to Serraview

No updates issued or received.

->

Destination

Serraview receives the 360 Request SubType and matches it to a Serraview Service Request Type.

No updates issued or received.

360 & Serraview:

Status

Source

No initial status sent.

No updates issued to Serraview except

“Canceled” or “Entered in Error”.

Receives

360 receives updates from Serraview based on the status mapping configured in Serraview.

NA

<-

Destination

Regardless of the current 360Facility status, Serraview will default the Status to “Unassigned”

Source

Serraview issues updates based on the Status Mapping configured in Serraview.

360 & Serraview:

Status

(Cancelled or Entered in Error)

Source

Parent Work Order updated to “Canceled” or “Entered in Error”.

 ->

Destination

Serraview receives updates for “Cancelled” or “Entered in Error” only.

360: Complete By

Serraview: Due

Source

The selected or auto-calculated date is pushed to Serraview.

No updates issued or received.

->

Destination

Serraview populates the Due date as provided.

No updates issued or received.

360: Building

Serraview: Location

Source

360 sends the Building selected.

No updates issued or received.

->

Destination

Serraview populates the Location as the scratchpad of the Building.

No updates issued or received.

360: Priority

Serraview: Priority

Source

None -  Priority was not designed to pass via the integration.

No updates issued or received.

NA

Destination

Serraview defaults all inbound Parent Work Orders to “Normal”.

If the Work Order is a priority other than “Normal”, the Serraview User is to manually change to the correct priority.

No updates issued or received.

Child Work Order

The Work Orders created within the Serraview System are actually 360Facility (Child) Work Orders. Once created, the following grid is displayed in the Serraview UI. All fields shown are populated and refreshed via the API. No updates are made in Serraview.

  • Ticket # - Does not change in 360Facility
  • Type –Updated by 360Facility
  • SubType - Updated by 360Facility
  • Description - Updated by 360Facility
  • Last Comment – Updated by 360Facility
  • Status – Updated by 360Facility
  • Assignee – Updated by 360Facility
  • Cost – Updated by 360Facility
  • Scheduled For - Updated by 360Facility