Manage

Top Level Folder

Description and Nested Folders

Activity

Allows monitoring and tracking of entity and user activity within the Project, ensuring a comprehensive understanding of interactions to enhance project management.

• User Activity: Displays charts of login history, entity modifications, and assigned to-dos.

• Report Activity: Displays all information related to Report entities, including new creations and edits.

• Database Queries: A dashboard displaying details of all database queries run on the Query Editor. Displays System-Wide data.

Health

Allows monitoring user interactions, optimizing data structures, and maintaining a detailed project history.

• Data Structures: The dashboard displays details of all data structures used in the project including code compilation results.

• Error Handling: Specialized flow for retrieving data in case of a Flow exception, sending detailed error information.

• Infrastructure: Views information pertaining to the Lock Service and Cache Details.

  • Cache: Report that includes all cache definitions related to the Project. Displays System-Wide data.

  • Lock Service: Report listing all entities currently locked in the Project.

• Logs: Captures and stores detailed log information for troubleshooting, debugging, and performance monitoring. Displays System-Wide data.

• Profiler: Displays all Flow Executions, Database Calls, Flow Steps, and system Hotspots to help identify problems in Flows. Displays System-Wide data.

• Project Auditing: Tracks and audits changes made to the Project, including Mappings, Flow Structures, and Validations.

  • Import Data: Displays reports of imported entities and issues faced during the import process.

  • Repository: Dashboard to display check-ins/checkouts for the Project and Revision numbers.

  • All Mappings: Report listing all Step Mappings for existing Flows within the Project.

  • Archiving: Report all entities archived, deleted, and orphaned.

  • Flow Structure: Report with filtering options to view all Flow Structures in the platform.

  • Report Structure: Report listing all Reports and their corresponding data fields available in the system.

  • Validations: Report listing all validations on Flows and Rules available in the system.

Integration

Manage settings and monitor database integrations, external services, OAuth, and scripting within the platform.

• Databases: Dashboard displaying all connected databases, types, and connections.

• External Services: Dashboard for integrating with external web services and APIs.

• Scripting: Allows the addition of PowerShell and Python scripts to the Project with necessary module dependencies.

Configuration

Features different configuration methods within the platform, including Variables, Data, Templates, and User Favorites.

• Settings: This section displays information about the Project, such as its name, description, and icon, and provides project-level settings, such as requiring a comment on save, default input data type, and debug default mode.

• Templates: Store and manage templates for CSS, email, Excel, etc.

  • CSS: Upload custom CSS for element customization.

  • Designer Entities: View and manage templates created from Flow Steps.

  • Email Templates: View, edit, and add HTML email templates.

  • Excel Templates: Create Excel Templates for report export.

  • Report Output Handler: Flow for organizing and exporting Report Data as an Excel file.

• Variables: Manage constants, Data Extensions, Lookup lists, and Suggestion lists.

  • Constants: Manage constant values for flows and rules.

  • Data Extensions: Expand data structures with additional fields.

  • Lookup Lists: Create and manage Lookup Lists for database table searches.

  • Suggestion Lists: Manage multiple string values for selection in Designer inputs.

• Data: Manage data within the platform, including samples, Help page, images, locations, notifications, tags, and translations.

  • Tags: Dashboard to view tags applied to objects like documents and Reports.

  • Data Samples: View, edit, and add Data Samples for testing Flows.

  • Help: Manage Help messages over Form Fields.

  • Locations: Store information about companies, divisions, users, addresses, and business hours.

  • Notifications: Manage notifications within the Project. Displays System-Wide data.

• Designers: Manage project data rules, toolbox rules, SDK extensions, and design interface customizations.

  • Data Rule: Control visibility of data fields in data structures.

  • Designer Extensions: Add custom actions on visual designers, configured with a Flow.

  • Toolbox Rules: Customize the Toolbox by hiding specific steps or categories.

• SDK Extensions: Manage SDK added to the Project to extend product functionality.

• Favorites: View and edit Favorites for the Flow Designer step Toolbox.

Jobs & Events

Manage Scheduled Jobs and Message Queues.

• Message Queue Handlers: Set up a Message Handler Flow for queue messages.

• Message Queue: Set up message service queues with necessary module dependencies.

• Scheduled Jobs: Manage scheduled tasks and jobs with reports and charts.

Security

Manage user data in the Project, including Assignment Roles, Groups, Named Sessions, and Permissions.

• Assignment Roles: Add roles to the Project, such as Developers, Testers, and Managers.

• Groups: Report detailing all available Groups in the Current Folder.

• Named Sessions: Display all Named Sessions related to the current Project.

• Permissions: Report determining folder permissions granted to accounts and groups.