GETTING STARTED
Process Assistants Overview
Concepts and Terminology
Quick Start Guide
Exploring the Process Apps Store
Building Process Apps from Scratch
What's New
Current Version

CONCEPTS
Flow Builder
Triggers
Logic
Introduction
Split
Merge
GoTo
End
Tasks
Introduction
Human Task
Script Task
Integrations
Introduction
Connect to Data Table
Connect to API
Events
Call a Subflow
Notify
Delay
Forms
Form Creation
Form Components
Form Actions
Simulate
Publish
Self-Service Portal
Dashboard

SETTINGS
General Settings
Members and Roles
Versioning
Channels
Bot Permissions
Alerts
Import & Export
Change Logs
Delete App

HOW TOs
Creating a Process App
Creating a Process App
Importing and Exporting a Process App
Sharing a Process App with Co-Developers
Configuring a Process App
Defining a Digital Form
Defining a Flow for a Process App
Defining Triggers for a Process App
Using Stencil to Define a Logic for a Process App
Using Events for a Process App
Adding Access Controls to a Digital Form
Calling a Subflow from Process App
Deploying a Process App
Configuring Channels to a Process App
Publishing a Process App
Analyzing a Process App
Stimulating a Process Instance
Creating and Publishing a Process App
Viewing a Process App Errors
Viewing Change Logs Made to Process App Definition
Creating or Restoring a Version of Process App
Adding Bot Permissions to let Bot Trigger the Process App

ADMINISTRATION
Introduction
Assistant Admin Console
Administration Dashboard
User Management
Add Users
Manage Groups
Assistant Management
Assistant Management
Enrollment
Invite Users
Send Bulk Invites
Import User Data
Synchronize Users from AD
Security & Compliance
Using Single-Sign On
Security Settings
Cloud Connector
Billing
  1. Home
  2. Docs
  3. Process Apps
  4. Flow
  5. Integrations
  6. Connect to Data Table

Connect to Data Table

Data Tables allow you to persist custom data and retrieve it whenever needed. Connect to Data Table allows you to store, read, and modify the data in the data tables on the platform. For example, let us consider an approved leave request. To store the leave data, you can use the Connect to Data Table stencil and send data to the table. Connecting to data tables help you to perform the following actions:

  • Add
  • Get
  • Update
  • Delete

To connect to a data table and perform an action, follow the below steps:

  1. On the left pane, you can find the Integrations section. Drag and drop the Connect to Data Table stencil from this section to the builder.
  2. Click the Connect to Data Table stencil to open the Connect to Data Table window.
  3. On the Connect to Data Table window, enter the following details:
    1. Name – Enter a name for this task
    2. Request Definition – Define the service request to access data tables or data views.

  4. Under the Request Definition section, click Define Request.
  5. On the Data Service Request Definition page, select a table from the Choose Data Table drop-down list. All data tables that are permitted to the process will be available for you to select. But only one table can be selected at a time. To provide access to the data table, follow the below steps:
    1. On the landing page, click the Data tab on the top.
    2. Click on the table you want to add permissions.
    3. On the Update Table window, click Process Assignments.
    4. In the search field, enter the Process App name and select it. The selected process apps in the account can access the data in this table.
    5. Click Update.
  6. Select an action (Add, Get, Update, Delete) from the Actions drop-down list.
  7. Click Test to test the configuration.
  8. On the Confirm to Proceed dialog box, click Confirm.
  9. Click Save.

  1. Home
  2. Docs
  3. Process Apps
  4. Flow
  5. Integrations
  6. Connect to Data Table

Connect to Data Table

Data Tables allow you to persist custom data and retrieve it whenever needed. Connect to Data Table allows you to store, read, and modify the data in the data tables on the platform. For example, let us consider an approved leave request. To store the leave data, you can use the Connect to Data Table stencil and send data to the table. Connecting to data tables help you to perform the following actions:

  • Add
  • Get
  • Update
  • Delete

To connect to a data table and perform an action, follow the below steps:

  1. On the left pane, you can find the Integrations section. Drag and drop the Connect to Data Table stencil from this section to the builder.
  2. Click the Connect to Data Table stencil to open the Connect to Data Table window.
  3. On the Connect to Data Table window, enter the following details:
    1. Name – Enter a name for this task
    2. Request Definition – Define the service request to access data tables or data views.

  4. Under the Request Definition section, click Define Request.
  5. On the Data Service Request Definition page, select a table from the Choose Data Table drop-down list. All data tables that are permitted to the process will be available for you to select. But only one table can be selected at a time. To provide access to the data table, follow the below steps:
    1. On the landing page, click the Data tab on the top.
    2. Click on the table you want to add permissions.
    3. On the Update Table window, click Process Assignments.
    4. In the search field, enter the Process App name and select it. The selected process apps in the account can access the data in this table.
    5. Click Update.
  6. Select an action (Add, Get, Update, Delete) from the Actions drop-down list.
  7. Click Test to test the configuration.
  8. On the Confirm to Proceed dialog box, click Confirm.
  9. Click Save.

Menu