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Add Data to the Searchable Object
Set up a Data Processing Engine definition to collate the data in the searchable object Benefit Provider Searchable Field.
Required Editions
Clone and Activate the Data Processing Engine Definition for Provider Search
Public Sector Solutions includes a template Data Processing Engine definition for Provider Search. To collate data from multiple objects in your org for Provider Search, save a copy of the template Data Processing Engine definition and activate it.
Required Editions
| User Permissions Needed | |
|---|---|
| To clone and activate a Data Processing Engine definition: | Customize Application AND Modify All Data |
| To access the Provider Management objects that the Data Processing Engine definition uses: | Criteria-Based Search and Filter AND Program and Benefit Management Access AND Provider Management Access AND Public Sector Access |
- From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine.
- Click Upsert Benefit Provider Searchable Field Records.
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Click
, and then click Save
As.
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Enter a name for the new definition, and then click Save.
If the Data Processing Engine definition uses objects or fields that you can’t access, you can’t save it. Give yourself the required permissions to access the objects and modify field-level security to access the fields. Also, make the same permission and field-level security changes for the Analytics Cloud Integration User profile to prevent errors when you activate the definition.
- To activate the definition, click Activate.
Associate the Data Processing Engine Definition with Your Searchable Object Configuration
Configure your searchable object configuration to use your Data Processing Engine definition to collate and add provider information to the Benefit Provider Searchable Field object.
Required Editions
| User Permissions Needed | |
|---|---|
| To create or edit a searchable object configuration: | View Setup and Configuration AND Criteria-Based Search and Filter AND Provider Management Access |
- From Setup, in the Quick Find box, enter Criteria, then select Criteria-Based Search and Filter.
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To create a searchable object configuration, on the Searchable Object Configuration tab,
click New.
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Enter a name for the configuration.
The API Name field is automatically populated.
- For Searchable Object, search for and select Benefit Provider Searchable Field.
- Enter a description.
- For Data Synchronization Job, select the Data Processing Engine definition that you cloned from Upsert Benefit Provider Searchable Field Records.
- Save your changes.
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Enter a name for the configuration.
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To edit a searchable object configuration, on the Searchable Configuration tab, click the
configuration name.
- Benefit Provider Searchable Object
- Provider Search Searchable Object Configuration
- Click Edit.
- For Data Synchronization Job, select the Data Processing Engine definition that you cloned from Upsert Benefit Provider Searchable Field Records.
- Save your changes.
Create a Flow to Regularly Run the Provider Search Data Processing Engine Definition
Create a scheduled flow to regularly run your provider search Data Processing Engine definition and keep the data in the Benefit Provider Searchable Field object current so that caseworkers get accurate search results.
Required Editions
| User Permissions Needed | |
|---|---|
| To create a business automation flow: | Manage Flows |
| To run a Data Processing Engine definition: | Customize Application AND Modify All Data AND Data Pipelines Base User |
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click New Flow.
- Select Start From Scratch and then click Next.
- In the New Flow window, select Schedule-Triggered Flow, and then click Create.
- In the Set a Schedule window, enter a start date, start time, and frequency.
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Add the Action element to the canvas.
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In the canvas, click
.
- Select Action.
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In the canvas, click
- For Category, select Data Processing Engine, and then search for and select your Data Processing Engine definition.
- Enter a Label and an API Name for the action.
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Save and activate your flow.
The definition runs on the schedule you set. Track its progress and status by using Monitor Workflow Services.
