Webhooks

Webhooks

Overview

You can register a third party webhook URL (or Task) to trigger when a specific built-in Universal Event is published. 

If you have a custom integration, you can register your webhook to launch an appropriately configured Universal Task.

To allow for the enforcement of read permission for Universal Events, the registration needs to have a security context.

If no Execution User is explicitly assigned, the registration will run under the security context of the user who enabled the registration.

In order for a registration to trigger, the Execution User must have the following authorization.

  • Read permission for the published Universal Event and read permission for the underlying record the Universal Event is associated with. 

  • If a Task is specified instead of a URL, Launch permission for the Task.

  • If a Task is specified instead of a URL, any permissions required by the Task Instance, such as Execute permission for Credentials.

If a Task is specified, the built-in variables outlined below can be used to pass data where appropriate:

Creating a Webhook

Step 1

From the Services navigation pane, select Administration > Webhooks. The Webhooks list displays:

Step 2

Enter / select Details for a new Webhook, using the field descriptions below as a guide.

  • Required fields display an asterisk ( * ) after the field name.

  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.

  • Temporarily hide the list above the Details.

  • Click the 

     button above the list to display a pop-up version of the Details.

Step 3

Click a 

 button. The Webhook record is added to the database, and all buttons in the Webhook Details are enabled.

Note

To open an existing record on the list, either:

  • Click a record in the list to display its record Details below the list. (To clear record Details below the list, click the 

     button that displays above and below the Details.)

  • Clicking the Details icon next to a record name in the list, or right-click a record in the list and then click Open in the Action menu that displays, to display a pop-up version of the record Details.

  • Right-click a record in the a list, or open a record and right-click in the record Details, and then click Open In Tab in the Action menu that displays, to display the record Details under a new tab on the record list page (see Record Details as Tabs).

Webhook Details

The following Webhook Details is for a new Webhook. See the field descriptions, below, for a description of all fields that display in the Webhook Details.

Webhook Details Field Descriptions

The following table describes the fields, buttons, and tabs that display in the Webhook Details.

Field Name 

Description

Field Name 

Description

General

This section contains general information about the Webhook.

Name

User-defined name of this webhook.

Description

Description of this record. (Maximum = 255 characters.)

Member of Business Services

User-defined; Allows you to select one or more Business Services that this record belongs to.  (You also can Check All or Uncheck All Business Services for this record.)

You can select up to 62 Business Services for any record type, and enter a maximum of 2048 characters for each Business Service.

If the Business Service Visibility Restricted Universal Controller system property is set to true, depending on your assigned (or inherited) Permissions or Roles, Business Services available for selection may be restricted.

Details 

This section contains detailed information about the Webhook.

Event 

Specifies the Universal Event Template to be monitored. Only System Templates are allowed. 

Action

Type of Action (URL or Launch Task) to be taken when the event changes are published.

HTTP Authentication

If Action is URL; Specifies the HTTP authentication scheme to use. 

Credentials 

If HTTP Authentication is Basic; Credentials for the URL. 

Click the details icon to create a new credentials record or view a selected credential's definition.

URL

If Action is URL; Specifies the URL.

URL Query Parameters

If Action is URL; Specifies any query parameters to be encoded as a query string and appended to the URL.

HTTP Headers

If Action is URL; Specifies the HTTP headers.

Task

If Action is Launch Task; Select the task to execute.

Click the details icon to view the task definition.

Event Attribute Criteria

This section contains criteria for selecting Universal Events to monitor.

  • Match All

  • Match Any

Specification of a filter for the specific type of Universal Event.

  • Match All

  • Match Any

Event Business Service Criteria

This section contains criteria for selecting Universal Events to monitor by their business service membership.

  • Member of Any Business Service or Unassigned

  • Member of Specific Business Services or Unassigned 

  • Member of Specific Business Services 

  • Unassigned

  • Not Member of Specific Business Services or Unassigned 

  • Not Member of Specific Business Services 

Criteria for matching on Universal Events by their business service membership.

  • Member of Any Business Service or Unassigned

  • Member of Specific Business Services or Unassigned

    You must specify one or more business services from the Specific Business Services drop-down.

  • Member of Specific Business Services

    You must specify one or more business services from the Specific Business Services drop-down.

  • Unassigned

  • Not Member of Specific Business Services or Unassigned

    You must specify one or more business services from the Specific Business Services drop-down.

  • Not Member of Specific Business Services

    You must specify one or more business services from the Specific Business Services drop-down.

 

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Buttons

This section identifies the buttons displayed above and below the Webhook Details that let you perform various actions.

Save

Saves a new Webhook record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

New

Displays empty (except for default values) Details for creating a new record.

Update

Saves updates to the record.

Delete

Deletes the current record.

Enable

Enables the current Webhook.

Disable

Disables the current Webhook.

Refresh

Refreshes any dynamic data displayed in the Details.

Close

For pop-up view only; closes the pop-up view of this task.