How to configure AFAS

Quick reference:
Settings -> Integrations -> AFAS connections


Table of Contents

 

About AFAS

Get insight into your AFAS tasks and signals, without even opening the application. With the AFAS Micro App, you can unite your most important information from your business processes, including CRM, HRM and ERP, with all other apps and information.

AFAS offers one software package to optimize and automate all your administrative processes. Besides the aforementioned areas, AFAS can for example also be used for Finance, Projects and Workflow management.


What can you do with the AFAS Micro App?

The AFAS Micro App includes two new live tiles: Tasks and Signals. With these live tiles, you can see and open any new tasks and signals straight from your dashboard. These are completely personalized to you and your work.

In the tasks app, Finance can for instance include incoming expense claims, while Operations can see when they need to supply an employee with a company vehicle. Some examples of notifications in the Signals live tile could be for an HR employee to see when it’s someone’s anniversary at the company, or for Finance when a debtor has reached a certain balance of outstanding costs.

mceclip1.png

Back to top

 

Configuration

If you run into an issue during configuration, please read the article Troubleshooting AFAS.

Step 1. Configure AFAS App Connector

You need to create an App Connector within AFAS. There needs to be two GetConnectors linked to this App Connector. 

AFAS documentation: https://help.afas.nl/help/NL/SE/App_Apps_Custom_Add.htm 

  1. Create an App Connector in AFAS. Make sure to name this Workspace365.
  2. Navigate to GetConnectors in AFAS.
  3. Search Pocket_Tasks, double click (a copy is made).
  4. Rename Pocket_Tasks to Workspace365_Tasks.
  5. Validate the data fields as depicted below.
    The data field as depicted below must match exactly with your own configuration.
    mceclip1.png
  6. Search Pocket_Signals, double click (a copy is made).
  7. Rename Pocket_Signals to Workspace365_Signals.
  8. Validate the data fields as depicted below. This must match exactly with your own configuration. 
    Please double-check with your configuration. Data field missing? Click Gegevens to add it.
    mceclip2.png
  9. Make sure to connect/link both created and renamed GetConnectors to the created App Connector.
  10. Add the users to the Workspace App Connector group.

Back to top


Step 2. Get the API key, Environment key and API URL

API key and Environment key

You can find/create these from the App Connector page:

  1. Navigate to Algemeen/Beheer/App connector.
  2. Open the settings of the app connector.
  3. Copy API-key and Environment key.


API URL

Mostly, the production URL is used. You can choose to test it via other kind of URLs.

https://EnvironmentID.webservicetypeEnvironmentType.online

Kind

Example

Production

https://12345.rest.afas.online/

Test

https://12345.resttest.afas.online/

Accept

https://12345.restaccept.afas.online/

Step 3. Configure AFAS in Workspace 365

Make sure the user you do this with meets the following prerequisites to receive the One Time Activation Code:
  • User is known in AFAS
  • UPN in workspace and AFAS are equal
  1. Go to the Workspace Settings > Integrations > AFAS Connection.
  2. Click New to configure the connection:
    • Enter the desired Name for the connection
    • Fill in the API url, Environment key and API key from Step 2.
  3. Click Next to receive the One Time Activation Code via email.
  4. Enter the One Time Activation Code to finish setting up the connection.

Back to top

 

Step 4. Activate the AFAS app

Now, it's time to configure the AFAS app and add it to workspace 365.

  1. Go to the App store (or click on "+ Add tiles").
  2. Make sure Manage apps is selected.
  3. Click on Add new app to add the AFAS live tile to Workspace.
  4. Select the AFAS connection you created during Step 3.
  5. You can configure the app settings, manage who has access and assign app owners to the app as shown in the example below.



  6. Click Save when you're done configuring the app.
  7. Add the AFAS app to Workspace from the App store.
  8. Right-click the tile to configure (edit) the desired app settings.
  9. Use the arrows pointing up or down to change position of the tabs (My tasks & My signals). This will determine what you see first from the live tile overview. 
  10. Tip: add the AFAS live tile twice to your Workspace: one for My tasks and the other one for the My signals overview.

    mceclip7.png

Back to top

 

Step 5: User activation

To use the AFAS integration, each user must configure authentication first by clicking on ‘Activate’. AFAS will send an email to the users (so make sure an email address has been filled in under the user profile information). This email contains the activation code for the application, so the app can be used within the Workspace. Once the activation code has been filled in by the user, the AFAS live tile is activated and is ready for use.

You cannot directly go from a task in the AFAS tile to the same task in AFAS InSite, this is not supported by AFAS.

mceclip2.png        mceclip3.png

Back to top