Nodes Description
Process Building working area provides various functionalities of process nodes available. Each category of nodes, including Inputs, Data Actions, Business Nodes, Beta Functionality, and Outputs, serves a unique purpose in designing and customizing business processes. By understanding the capabilities of each node type, users efficiently utilize them to create effective workflows.
On the left side of the screen features distinct options which users can drag and drop onto the right side to construct their process flow.
Input
Data Actions
Business Nodes
Beta Functionality
Outputs
Section | Description | |
|---|---|---|
Inputs | Source | Users provide initial information necessary for process initiation. This typically includes outgoing nodes, serving as the starting point. |
Data Actions | Aggregate | Allows users to summarize and analyse data by performing calculations such as sum, average, count, etc on a dataset. |
Union | Enables users to combine two or more datasets with similar structures into a single dataset, preserving all records from each dataset. | |
Sort Data | Allows users to arrange data in a specified order based on one or more criteria, such as ascending or descending order. | |
Filter Data | Enables users to subset a dataset by applying criteria to include or exclude specific records based on specified conditions. | |
Join | Allows users to merge two or more datasets based on a common field, combining related information into a single dataset. | |
Check Point | A checkpoint allows assigning a specific username, ensuring that the flow continues only after reviewed by that designated user. | |
Business Nodes | Allocation | This node enables users to allocate resources or distribute tasks based on predefined criteria. |
Calculation | Users can perform mathematical calculations and computations using this node. | |
Date Operation | With this node, users can manipulate and manage dates within their processes. | |
String Manipulation | Users can manipulate and transform strings of text using this node, allowing for versatile data processing. | |
Blocks | Blocks are collections of nodes from any section that are saved for reuse. This saves time by eliminating the need to perform all actions again | |
Conditional Split | This allows users to split their workflow based on specified conditions, enabling conditional logic within processes. | |
Cast | The cast block facilitates data type conversion, allowing users to convert data from one type to another seamlessly. | |
Beta Functionality | SQL Block | The SQL block assists in writing SQL queries for retrieving data. |
Outputs | Destination | Destination is where the final outcome of the entire workflow is stored or displayed. |
Node Details
When a node is clicked within the process building screen, it reveals details of the node organized into different sections.
However, the transformations become visible only upon clicking the run symbol located at the top of each individual node.
Config: This section offers a comprehensive set of options and parameters for users to fine-tune the behavior and operation of the selected node. Users can customize settings such as input sources, data processing methods, and output formats according to their specific requirements.
Preview: The preview feature allows users to visualize the potential outcome or result of the node's configuration before implementing any changes. This interactive preview enables users to assess the effectiveness of their settings and make adjustments as needed to achieve the desired outcome.
Out Schema: Here, users can review detailed information about the structure and format of the data generated by the node. This includes details such as the names and types of output columns, as well as any transformations or modifications applied to the data during processing.
Comments: Users have the option to provide comments or notes related to the configuration or functionality of the node. This feature enables collaboration and communication among team members, allowing them to share insights, observations, and feedback to improve the overall workflow.
Establishing Connections
Users can establish connections between nodes by dragging from the edges of previously connected nodes or from either the source or any other interconnected nodes.
Enhanced data analysis features
Near node details section, at the right corner, you'll find three features:
Columns:
Clicking on this reveals a button that activates the pivot mode. In pivot mode, you can select the required columns and arrange them under groups and values as needed. This feature enhances data analysis efficiency by allowing you to organize and summarize data dynamically.
Filters:
When you click on this, you'll see a list of all available columns. Selecting a column displays its unique values, enabling easy filtering of the data. This feature streamlines the process of narrowing down data subsets based on specific criteria.
Downloads:
Clicking on this reveals an option to download the node's data in CSV format. This functionality enables users to easily export data for further analysis or sharing, enhancing data accessibility and collaboration.