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  • Applying Data-flo
    • Basics in Minutes!
      • Quick Workflow
        • Step 1: Configure a solo adapter to view data.
        • Step 2: Add and link a second adaptor.
        • Step 3: Add a value.
        • Step 4: Complete the workflow.
        • Step 5: Run the workflow.
        • Step 6: Share the workflow.
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  • Workflows
  • Canvas
  • Run page
  1. Data-flo Basics

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Last updated 1 year ago

Workflows

Signing in will take you to the Workflows page. This is where you can access all your saved workflows as well as workflows shared with you. You can sort and group the workflows or delete ones that are no longer needed.

Canvas

The canvas appears on the Editor page and is where workflows are built.

On the canvas, you can create, edit, and test workflows to ensure they are functioning as intended. The canvas is only visible to users with Manger, Editor, or Viewer permissions for a particular workflow.

Run page

The run page is where users will run the workflow in order to acquire the intended workflow outputs. Some workflows will require inputs (such as files, usernames/passwords, etc.) while others simply require the user to push run. Users with all levels of permissions can access the run page (Managers, Editors, Viewers and Runners).

A workflow's Run Page also includes information about the workflow (description, list of inputs, list of outputs, etc.). Any information that an author wants users to have should be shown on this page.

There are four options at the top right of run page, with detail of each option outlined below:

Option
Availablility
Description

Edit

Owner, Manager, Editor

Takes you to edit mode where you can make changes to the workflow on the canvas.

Clone

Owner, Manager, Editor, Viewer

Creates a copy of the workflow in your account. This gives you owner status of the workflow and you will then be able to edit and manage sharing of that copied workflow.

Download

Owner, Manager, Editor, Viewer

Downloads a .dataflo file which can be shared and uploaded into other user accounts to transfer a workflow.

API

Owner, Manager, Editor, Viewer, Runner

Provides information necessary to run a Data-flo workflow via API (Application Programming Interface).

You can also set workflow access permissions () and detail the descriptions () that will be visible to users on the run page.

Access the Run Page via clicking "Run" from the Canvas
Run Page (visible to all user types)
A screenshot of the canvas highlighting the button that allows users to toggle between the Editor and run pages.
A screenshot of the run page. This page is where users can upload all necessary files or input all necessary information in order to run the workflow. This example shows a workflow with 4 files that need to be uploaded.
Workflows page which shows you all the workflows you have created. You can select the "Shared with me" option on the left menu to see all workflows that you have access to that you did not create.
Data-flo's canvas where workflows are created, tested and edited.
A screenshot of the My Workflows page in Data-flo. The page consists of tiles representing each workflow and details who created the workflow, the date it was created and last updated.  The page also has a side bar menu with options for filtering the workflows by owner, deleting workflows, or returning to the My Account page.
A screenshot of Data-flo's canvas. The majority of the image is blank and this is where users can drag and drop adaptors. There is a side bar menu to search or scroll through adaptors. The top bar menu includes options to delete, save and test run the workflow.