Polls and Flows

Getting Data from Host System to Rebus

Polls and flows transfer real-time data from the host system to Rebus.

• Flows are trigger-based actions that populate desired data in Rebus.

• Polls are light-weight queries that determine how often a flow should run.

Poll Approvers

• To activate a poll, it must be approved by two users:

  1. Rebus support user, which is set by default.

  2. Assigned user from your organization.

Note

Flows must be associated with at least one poll. While a flow can be assigned to many polls concurrently, a poll can only be associated with one flow.

Setting Up Poll Approvers

Steps

1. Go to Administration -> System Administration -> Organization Administration -> Polls and Flows Approvers.

2. From ‘Available Users’ list, select users.

3. Click on the right arrow button to add the selected users to the Approvers list.

4. You can also remove a poll approver by selecting the user and clicking on the left arrow button. This will move the user back to the Available Users list.

Result

The approvers can now approve a poll in the Poll Admin section found under the Poll & Flow Administration.

Reviewing, Approving, or Declining Polls

Pre-requisites

• Have an existing poll waiting for approval.

• Be a poll approver.

Note

To set up poll approvers, see Setting Up Poll Approvers.

Steps

1. Go to Administration -> Poll & Flow Administration -> Poll Admin -> Poll Details.

2. Under the Existing Polls menu on the top left, click on the arrow next to Show All.

3. Select Waiting for Approval. This will show the list of all flows waiting for Approval.

4. Select the poll you want to review.

5. Review the details. You can find the poll information on the right side of the screen.

   Poll Information Review

   Field	Description
   Name	Name of poll.
   Description	Description of the poll’s function.
   Version	Version number.
   Begin Data Retrieval on Activation	If you check the Begin Data Retrieval on Activation box, the poll will begin retrieving data once it’s activated.
   Begin Data Retrieval from Date	This field only appears if you uncheck the Begin Data Retrieval on Activation box. This field indicates when the retrieval should start. If you choose this option, do not retrieve more than 35,000 records.
   Begin Data Retrieval at Time	This field only appears if you uncheck the Begin Data Retrieval on Activation box. Input time to start retrieval.
   Cron Schedule	The cron schedule tells you how often the poll is run. To check the next iteration, click on the green checkmark. To change the schedule, consult the cron’s documentation.
   Assigned Flows	The flows assigned to this poll. Remember, a poll can only be associated with one flow.
   Type	Type should always be SQL.
   Connection	Connection that the poll should run. This should be the same as the associated flow’s trigger connection.
   Connector	Connector that the poll should run. This should be the same as the associated flow’s connector.
   SQL	Query required for the poll.

6. Finally, at the top right corner: approve, decline, or unapprove the poll.

Approve, Decline, or Unapprove Poll

Action	Result
Click on Approve	Next to Approvers on the top right of the screen, a green circle with a checkmark will appear.
Click on Decline	You will be prompted to give a reason. The poll’s status will become ‘Inactive’.
Click on Unapprove	This will revert your approval, but does not decline the poll. The green approvers checkmark will disappear.

Important Information

• To be able to activate a poll, both approvers must approve the poll. To verify if both approvers have approved the poll, check that both circles are green and have a checkmark.

• If you edit a poll after it has been approved by at least one approver, both approvers will have to approve it again.

Result

Your poll is approved and can be activated.

Checking Poll Activity History

You can check all modifications made to a poll.

Steps

1. In the Existing Polls menu, click on the poll you want to review.

2. Click on the Activity History tab found at the top.

3. In the Changes column, click on See Details, to review the change.