Integrate Citrix Podio 编辑

Integrate with Citrix Podio to deliver quick actions on Citrix Workspace utilizing the flexibility and diversified use cases on Podio. With this integration, you can easily connect our out-of-the-box microapps on Workspace to the corresponding Podio apps readily available on the Podio App Market.

• Podio Apps: Citrix has over 285 apps on Podio App Market or create your own apps as a business user with Podio. The app template lets you construct the app so that it suits your specific business needs and map to your team’s unique process on Podio. For more information, see Creating apps.
• This integration also allows you to create your own apps and custom solutions on Podio, build microapps, and deploy to Citrix Workspace. These microapps use Podio, a Citrix-owned service, as the System of Record (SoR). Your data transacted with these microapps resides with Citrix and follows Citrix guidelines and protocols.

Multiple Podio apps can use the same integration with Microapps. Consider the following when designing your Podio integrations:

• The App ID and App token are unique to the Workspace. This value can be used for all apps in a Podio Workspace.
• The Podio integration template is designed for push notifications. As this integration uses the App token rather than user permissions, user context writes are not supported.
• If the apps are in the same Podio Workspace, they’re suitable for one integration with Microapps. If the apps are in different Podio Workspaces, then use different integrations.
• Also consider logical separation, user bases, and ease of management.

Review prerequisites

Review the following requirements. These are separated into two groups; integration level and Citrix Podio app level. Both are required for this integration template, although you can implement only the desired microapps at the app level.

Integration requirements

To set up this integration, you must have Admin permissions for the target Podio Workspace and have the Podio app.

These are the values that you enter in the integration configuration screen to set up the integration:

• Base URL: https://api.podio.com. This value is prefilled.
• Podio app ID: Each Podio workspace has an App ID. Enter this value as an Access token parameter when you set up the integration replacing the podio_app_id variable. You can use the App ID from any Podio app in the Podio workspace. See Collect App ID and App token.
• App token: Use this token to authenticate as an app rather than a user. Enter this value as an Access token parameter when you set up the integration replacing the podio_token_id variable. Collect this with the App ID.
• Token URL: This value is prefilled: https://api.podio.com/oauth/token
• Client ID: The client ID is the string representing client registration information unique to the authorization server. See Collect Client ID and Client Secret.
• Client Secret: The client secret is a unique string issued when setting up the target application integration.

Citrix Podio app requirements

These are the values you need to enter at the Podio app level to configure endpoints and service actions for each Podio app that you want to connect to through this integration. The following values can be required for each app:

• View ID: Template endpoints and service actions use Podio views as a filter to download a select quantity of records. Use this value to replace the <podioapp>_view_id template variable when you modify configurations. See Collect View ID.
• App ID: Each app has a unique ID. Use this value to replace the <podioapp>_app_id template variable when you modify configurations.

These are the unique values by Podio app:

Collect App ID and App token

Collect the App ID and App token from Podio to authenticate as an app instead of a user. With App ID access, users can access only data of apps within the related Podio Workspace. You collect this ID from the Podio app for the Podio workspace. If you have multiple apps in a workspace, you can use any of the App IDs affiliated with the workspace.

1. Log in to Podio, and navigate to your Podio app.

2. Select the Tools icon next to the app name. We’ve shown the steps for the Broadcast app as an example in the screenshots.

   

3. Under APP, select Developer.

   

4. Copy and save the App ID and Token fields. You enter these values as Access token parameter when you set up the integration.

   

You can also view the fields and sample JSON values under App fields on this page. For more information about working with app entries in Podio, see Working with items.

Collect View ID

Some Podio endpoints and service actions use Podio views as a filter to download a select quantity of records. For more information about using views and filters in Podio, see Views, filters and reports.

You need to find your view ID for the fields specified below, depending on which microapps you want to implement. You use this value to replace the view_id template variable when you replace service action variables below in Replace Data Loading and Service Action variables.

• For Broadcast app, the field is Modified Today
• For FAQs app, the field is Published FAQs

1. Log in to Podio, and navigate to your Podio app.

2. Mouse over the field specified above to see the view ID at the bottom-left of your browser. We’ve shown the field in the Broadcast app as an example in the screenshots.

   

3. You can select the specified field to open the view. Copy the end part of the URL, and save for later use when you replace variables in service actions.

   

You can also find the View ID from the Podio developer’s portal. Follow these steps:

1. Log in to Podio API Views.
2. Select Get views.
3. Scroll down to the Sandbox section and log in if required.
4. Enter the app_id that you collected in the Collect App ID and App token process.

5. Leave the include_standard_views value as false, and select Submit.

   

6. You can search (ctrl+F) through the output for view_id. It’s near the bottom. Copy and save the value for later use.

   

Collect Client ID and Client Secret

You need to collect a Client ID and Client Secret in Podio to enter in to Microapps set-up screen for authentication.

1. Log in to API keys. Complete the fields under API Key Generator.
2. Enter a name for Application name.
3. Enter your Microapps instance URL for Full domain (without protocol) of your return URL. This section of the URL {yourmicroappserverurl} is composed of a tenant part, a region part, and an environment part: https://{tenantID}.{region(us/eu/ap-s)}.iws.cloud.com.
4. Select Generate API Key.

5. Under Your API keys, copy and save the Client ID and Client Secret values for the application you just added. You enter these values when you set up the integration.

   

Add the integration to Citrix Workspace Microapps

Add the Podio integration to Citrix Workspace Microapps to connect to your application. The authentication options are preselected. Ensure that these options are selected as you complete the process. This delivers out-of-the-box microapps with pre-configured notifications and actions which are ready to use within your Workspace.

Follow these steps:

1. From the Microapp Integrations page, select Add New Integration, and Add a new integration from Citrix-provided templates.
2. Choose the Podio tile.
3. Enter an Integration name for the integration.
4. Enter Connector parameters.
   • Enter the instance Base URL:
   • Select an Icon for the integration from the Icon Library, or leave this as the default icon.

   

5. Under Service authentication, select OAuth 2.0 from the Authentication method menu and complete the authentication details. The authentication options are preselected. Ensure that these options are selected as you complete the process. Use the OAuth 2.0 security protocol to generate request/authorization tokens for delegated access. It is recommended that you always use OAuth 2.0 as your service authentication method where available. OAuth 2.0 ensures that your integration meets the maximum security compliance with your configured microapp.

   1. Select Client credentials from the Grant type flow menu.
   2. Enter app in the Grant type value field.
   3. Select Request body from the Token authorization menu.
   4. Select URL encoded form from the Token content type menu.
   5. Confirm the Token URL field. This value is prefilled: https://api.podio.com/oauth/token
   6. Enter your Client ID. The client ID is the string representing client registration information unique to the authorization server. You collect this and the Client Secret when you generated an API key.
   7. Enter your Client secret. The client secret is a unique string issued with the Client ID while generating an API key.

   

6. Enter Access token parameters values. For more information, see Collect App ID and App token:
   • Enter the App ID that you collected next to podio_app_id. You can use the App ID from any Podio app in the Podio workspace.
   • Enter the App token that you collected next to podio_app_token.

   

7. Do not enable the Service action authentication toggle.
8. Do not enable the Request rate limiting toggle.
9. Enter 120 in the Request timeout field.
10. (Optional) Enable Logging toggle to keep 24 hours of logging for support purposes.

11. Select Save to proceed.

    

The Microapp Integrations page opens with your added integration and its microapps. Next you need to make some changes to template variables for endpoints and service actions as described below.

Replace Data Loading and Service Action variables

To complete this set up, you need to replace the app ID and view ID template variables in the Podio integration configuration with the App ID and View ID that you collected above for each of the Podio apps you are connecting. You replace these variables for data loading and service actions.

Quick guide to replacing variables

These are the values you need to enter at the Podio app level to configure endpoints and service actions for each Podio app that you want to connect to through this integration:

• broadcast_app_id Modify endpoints: Broadcast, Broadcast Category, Broadcast Criticality, Broadcast Status; and service actions: Create Broadcast, Update Broadcast.
• broadcast_view_id Modify endpoint: Broadcast; and service action: Create Broadcast.
• faq_app_id Modify endpoints: FAQ Category and FAQs.
• faq_view_id Modify endpoint: FAQs.

Modify the following variables in the locations given. Step-by-step guidance is provided below.

Replace Data Loading variables

For each data endpoint, you must manually add your variable for app ID and view ID. You do this for all six endpoints.

• broadcast_app_id Modify endpoints: Broadcast, Broadcast Category, Broadcast Criticality, Broadcast Status.
• broadcast_view_id Modify endpoint: Broadcast.
• faq_app_id Modify endpoints: FAQ Category and FAQs.
• faq_view_id Modify endpoint: FAQs.

1. From the Microapp Integrations page, select the menu next to the Podio integration, and then Edit. The Data Loading screen opens. If you are in the configuration screen, select Data Loading from the left side navigation column.

2. Select the menu next to the first endpoint and then select Edit, or select the name of the endpoint. Let’s start with Broadcast endpoint.

   

3. In the Edit Data Endpoint screen, under Template variables replace the {broadcast_app_id} and {broadcast_view_id} variable with your App ID.

   

4. Select Apply at the bottom of the screen and confirm.
5. Now repeat this procedure for the other five endpoints, replacing the values as required. Don’t forget to select Apply at the bottom of the screen and confirm to save for every endpoint.

Replace Service Action variables

For each service action, you must manually add your details for broadcast_app_id and broadcast_view_id. The Create Broadcast service action requires you to replace both variables. The Update Broadcast service action only requires replacing the broadcast_app_id variable.

• broadcast_app_id Modify service actions: Create Broadcast and Update Broadcast.
• broadcast_view_id Modify service action: Create Broadcast.

1. While editing the integration configuration, select Service Actions from the left side navigation column.

2. Select the menu next to one of the service actions and select Edit, or select the name of the service action. Let’s start with the Create Broadcast service action.

   

3. In the Edit Service Action screen, under Template variables replace the {broadcast_app_id} and {broadcast_view_id} variables with your App ID and View ID that you collected earlier.

   

4. Select Save to finish.
5. Now repeat this for the other service action: Update Broadcast, but only replacing the broadcast_app_id variable.

For more details of API endpoints and table entities, see Podio connector specifications.

Use Podio microapps

This Podio integration template comes with these out-of-the-box microapps. Start with these microapps and customize them for your needs.

Podio Broadcast microapps

Use these microapps to compose and share important announcements with your team. These announcements might be for general, facility or IT updates, change in processes, critical crisis communication, or just engaging your team with some entertainment and well-being news.

The Citrix Workspace Broadcast app is a pre-requisite for the Broadcast microapps. You need to install this app from the Podio App market. This Podio app template comes with a predefined set of values for the Category and Criticality fields. Use the Modify Template feature on the app to add or modify options for these fields to suit your business needs. This modification would not require any changes to the corresponding microapps. You can also modify the Podio app by adding or editing other fields. However, this would require you to reflect the corresponding changes in the microapp too. Get the Podio app: Citrix Workspace Broadcast App.

Familiarize yourself with the following considerations:

• The Create Broadcast and Manage Broadcast microapps described below are admin microapps.
• The Live status in these microapps means publishing the message. When a message is published, it is made available in the Broadcast microapp for standard (non-admin) users.
• If any Podio app status field is modified to have different values, then the correct value needs to be updated in the microapp. For example, if you want to use Published as a status instead of Live, the microapp needs to be customized to the same.

Broadcast: View all published (Status: Live) broadcasts that have a future End Date.

Create Broadcast: Create and publish new broadcasts.

Manage Broadcast: Administrators can view and update all created broadcasts. This view is not limited to published (Status: Live) broadcasts.

Clean up expired broadcasts

Enable this workflow to automate identification of broadcasts whose end date has expired. The broadcast is marked as completed and is no longer shown to subscribers.

This workflow is available with the Podio Premium plan. See Workflow Automation for more information. The admin that set up this integration enables the flow by refreshing from Podio after logging in to https://workflow-automation.podio.com and refreshing the related Podio workspace.

Podio FAQs microapp

Compile a list of FAQs and make them available in Citrix Workspace. The Citrix Workspace FAQs app is a pre-requisite for the FAQs microapp. You need to install this app from the Podio App market. Get the Podio app: Citrix Workspace FAQs app.

FAQs: List of commonly asked questions and answers.