Designer
New features
Getting Started
Accounts
Process Controls Steps
Word
Users, Permissions and Roles
Process Step & Group Basics
Process Running
- Create a process run
- Limitations and workarounds for Step dependencies
- Release Step dependencies
- Restart a step
- Running a process
- Running parts of a process
Process Management
- Copy a process
- Create a new process
- Criteria for identifying processes that are suitable for automation
- Delete process runs in bulk
- Deleting a process
- Edit a process
Other Step Types
- Clear step properties
- Convert file format
- Copy properties between steps
- Getting a list of file names from a zip file
- Run Another Process
- Run Excel Calculation Model
Navigation
Managed Tables
- Adding Columns to a managed table
- Basic Introduction to SQL
- Change Properties of a managed table
- Change properties of a virtual table
- Clear Managed Table (instruction)
- Clearing a managed table
Excel
- Add comment to cell
- Aggregate data
- Alter workbook protection
- Alter workbook security
- Alter worksheet protection
- Apply formulae by key
Data Validation
Data Steps
- Adding a data step
- Checkbox data step property
- Date data step property
- Decimal data step property
- Dropdown data step property
- File upload/download data step property
Communication Steps
- Creating a Master Set of Files Refreshed from SFTP
- Get data from SFTP
- Request Files via Email
- Send an email
- Send an SMS
- Send data to SFTP
Admin and Audit
Action Steps - Basics
- Ability to download a file from the action step
- Adding an Action Step
- Adding an Action Step to Manipulate Data
- Basics of Configuring Instructions
- Create a step that will send an email
- Creating a local copy of template
YellowFin
- Advanced Dashboard : Linked Filters
- Creating a Dashboard
- Delete a report or dashboard
- Get Started - Create a tabular report
- Organising reports & dashboards into folders
- Refresh Schema
Access
- Copy from Access to Excel
- Copy from Access to Managed table
- Copy from Access to Text
- Copy from Excel to Access
- Copy from text/CSV file to access
- Run query in Access