Sync Results Dashboard Help Page
Welcome to the Sync Results Dashboard, your go-to place for monitoring the status of submissions from the Standard Vendor form in Jotform.
This dashboard displays the outcomes of daily sync jobs, which run Monday to Friday at 6am, 10am, and 2pm.
Table Overview
The table below provides detailed information about each sync job, showcasing data from Jotform submissions and the corresponding vendors in Financial Edge.
| Field | Description |
|---|---|
| Job Run Date | The date the sync job ran, indicating when Jotform submissions were transferred to Financial Edge. |
| Jotform Submission ID | The unique identifier for the Jotform submission. |
| Jotform Submission Date | The date when the form was submitted in Jotform. |
| Access Code | The access code entered in the Jotform submission. Click to navigate to the associated Zendesk ticket. |
| Vendor Name | The name of the vendor created or updated in Financial Edge. |
| Vendor ID | The unique identifier for the vendor in Financial Edge NXT. Click to view the vendor in FE NXT. |
| Action | Specifies whether a vendor was created, updated, or if no action was taken in Financial Edge. |
| Verified | Check this box once the Jotform submission is confirmed in Financial Edge, and all vendor changes are made. |
| Details | Click to access more information about the vendor, including any errors and notes. |
How to Use
- Reviewing Sync Results
- Use the tabs to filter the sync results by status: Unverified, Verified, or All.
- Click the column headers to sort the table by the selected field.
- Use the search bar to find a specific vendor by name or ID.
- Examine the table to see the sync results for each job run.
- Use the various fields to identify specific details about the Jotform submissions and corresponding vendors.
- Accessing Zendesk Tickets:
- Click on the "Access Code" to quickly navigate to the associated Zendesk ticket for additional context.
- Navigating to Financial Edge:
- Click on the "Vendor ID" to view the vendor in Financial Edge NXT.
- Exploring Sync Run Result Details
- Click on the "Details" button to gain deeper insights into the vendor, including any errors and notes.
- Verification Process:
- Check the "Verified" box once you've confirmed that the Jotform submission is in Financial Edge, and all necessary changes to the vendor have been applied.
Need more help?
If you need further technical assistance, please submit a Zendesk ticket.