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Actions

Actions are data entites method that can be called externally via oData, very similar to custom webservices.

For more information, see Data services

The following screen is available in Eftsure parameters to facilitate the use of Eftsure actions.

Screenshot

This screen details all Eftsure related actions alongside its parameters and result.

On the right side of the screen, a tester is available to help trigger actions or compare results with webservices.

Run as

Actions run in the context of the current user.

For most Eftsure related actions, please make sure the user is configured with Eftsure credentials.

A number of actions are available to facilitate most integration scenarios.

Use this page to discover every action available in the system.

More

warning

If a new actions are required, please reach out to support for an extensibility/integration request.

Please find here a non exhaustive list of entity action integration scenarios from the web:

All about odata actions

odata actions

Code Samples

Code examples for consuming OData Services are available in the Microsoft Dynamics AX Integration GitHub repository

From Postman

Calling PESActions from Postman looks like the following, assuming authentication is already handled.

Screenshot

Troubleshooting

If you are experiencing issues while developing an integration, get into the parameters actions screen and try to reproduce the same call. Are you getting the same results? Is that an indication?

Try running our login method in your call or manually to confirm if your users has the appropriate permissions.

Try running our ping method to make sure Eftsure services are up and running.