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Documentation and Support V5 User ManualUsing the Business Process System Tool

V5 User Manual

30. Using the Business Process System Tool

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1. Getting set up in the platform 14
- 1.1 How do I Login?
- 1.2 How do I Log In with Multiple Customers?
- 1.3 How do I Log Out?
- 1.4 How do I change my Password?
- 1.5 What if I forget my Password?
- 1.6 How do I Login via Adobe Analytics Account?
- 1.7 How do I change my Profile Information?
- 1.8 How do I change my Default Theme?
- 1.9 How do I create a user group?
- 1.10 How do I create a new user?
- 1.11 How do I enable SSL on my account?
- 1.12 How do I download the SSL cert files for my account?
- 1.13 How do I use MySQL Workbench to connect to my database using SSL?
- 1.14 How do I use Tableau to connect to my database using SSL?
2. Navigating the platform 13
- 2.1 What are the Platform System Elements?
- 2.2 What is the Window Switcher used for?
- 2.3 What is the User Tools Icon used for?
- 2.4 What is the Notifications Icon used for?
- 2.5 What are Workspace(s)?
- 2.6 What are Dashboard(s)?
- 2.7 What are Table(s)?
- 2.8 What are Form(s)?
- 2.9 What is System?
- 2.10 What are Favorites and how do I Navigate to them?
- 2.11 What is Most Recent and how do I Navigate to them?
- 2.12 How do I navigate through Folders?
- 2.13 How do I change my Notification Settings?
3. Navigating Fix (Table Grid View) 7
- 3.1 What are the Fix (Table Grid View) Elements?
- 3.2 How do I Select Records?
- 3.3 How do I Refresh data in Fix (Grid View)?
- 3.4 How do I switch between Fix (Grid), Flare (Chart), Flow (Visualizer), and File?
- 3.5 How do I change the number of Records seen in Fix (Grid View)?
- 3.6 How do I view Table Notes and Documentation?
- 3.7 How do I use Pagination in Fix (Grid View)?
4. Using Fix (Table Grid View) Tools 20
- 4.1 How Do I Add Records?
- 4.2 How do I Copy records?
- 4.3 How do I Edit records?
- 4.4 How do I Edit records by text?
- 4.5 How do I Delete records?
- 4.6 How do I Import records via Copy & Paste?
- 4.7 How do I Import records via a Manual File Upload?
- 4.8 How do I Import records from another Table?
- 4.9 How do I Import records via Drag & Drop?
- 4.10 How do I Export a File to desktop?
- 4.11 How do I Export using a Connector?
- 4.12 How do I Export a File to Email?
- 4.13 How do I Export a File to Web?
- 4.14 How do I Export records via Copy & Paste?
- 4.15 How do I see specific field/cell/column content if too large in the grid?
- 4.16 How do I set a cell to NULL?
- 4.17 How do I Filter using With This Value/Without This Value?
- 4.18 How do I create a Pivot View?
- 4.19 How do I Reset Grid View?
- 4.20 How do I Delete ALL records?
5. Using Fix (Table Grid View) Header Tools 7
- 5.1 How do I Freeze column(s)?
- 5.2 How do I limit my Data by Limiting the List?
- 5.3 How do I Find and Replace within a Column?
- 5.4 How do I Expand a column?
- 5.5 How do I Expand All column(s)?
- 5.6 How do I Quickly Filter?
- 5.7 How do I Adjust my Column Width?
6. Using Fix (Table Grid View) Configurator 14
- 6.1 What are the available System Fields?
- 6.2 What are the Fix(Grid View) Configurator elements?
- 6.3 How do I manage which Fields are shown in the view?
- 6.4 How do I manage what Order Fields are shown?
- 6.5 How do I manage what Values, Counts, or Aggregates are shown?
- 6.6 What are all possible Value, Counts, or Aggregates available?
- 6.7 How do I change what is shown for a Field Name?
- 6.8 How do I create a View Mashup Field?
- 6.9 How do I Filter in Fix (Grid View)?
- 6.10 What are the available criteria types?
- 6.11 How do I create Advanced Filters in Fix (Grid View)?
- 6.12 How do I manage the Sort Order of my Data?
- 6.13 How do I open a table in Card View?
- 6.14 How do I Clear Filters?
7. Using the R Tool 1
- 7.1 How do I perform a cluster analysis?
8. Creating View Mashup Fields 4
- 8.1 Important: Change in mashup field functionality!
- 8.2 What is the difference between View Mashups in Grid View and Table Mashups?
- 8.3 How do I create a Basic Field Mashup?
- 8.4 What are the available functions, values, and options for Field Mashups?
9. Using Table View/Chart Management 15
- 9.1 How do I save my configured View as a Table?
- 9.2 How do I save my configured View for later?
- 9.3 How do I set a saved View as my Default View?
- 9.4 How do I remove a Default View?
- 9.5 How do I save my configured View to a Dashboard?
- 9.6 How do I save my configured View to share with others?
- 9.7 How do I share my View with other users?
- 9.8 How do I save my configured Chart for later?
- 9.9 How do I save my configured Chart to a Dashboard?
- 9.10 How do I share my Flare with other users?
- 9.11 How do I remove a saved View?
- 9.12 How do I remove a saved Chart?
- 9.13 How do I open a saved View?
- 9.14 How do I open a saved Chart?
- 9.15 How do I save my configured View to use in Excel?
10. Flare (Charting) 19
- 10.1 How do I create a Column Flare?
- 10.2 How do I create a Spline Flare?
- 10.3 How do I create a Line Flare?
- 10.4 How do I create a Scatter Plot Flare?
- 10.5 How do I create a Stacked Column Flare?
- 10.6 How do I create a Percentage Stacked Column Flare?
- 10.7 How do I create a Bar Flare?
- 10.8 How do I create a Stacked Bar Flare?
- 10.9 How do I create a Percentage Stacked Bar Flare?
- 10.10 How do I create an Area Flare?
- 10.11 How do I create a Stacked Area Flare?
- 10.12 How do I create a Percentage Stacked Area Flare?
- 10.13 How do I create a Area Spline Flare?
- 10.14 How do I create a Waterfall Flare?
- 10.15 How do I create a Funnel Flare?
- 10.16 How do I create a Pyramid Flare?
- 10.17 How do I create a Heatmap Flare?
- 10.18 How do I create a US Map Flare?
- 10.19 How do I create a World Map Flare?
11. Using Fix (Table Grid View) Exports 6
- 11.1 How do I export a File to Browser?
- 11.2 How do I export as a Web Page?
- 11.3 How do I export a File to an Email Address?
- 11.4 How do I export to a Connector?
- 11.5 How do I export a PGP or GPG Encrypted File?
- 11.6 How do I compress a file on export?
12. Using Flare (Charts) 6
- 12.1 How do I zoom in on a Chart?
- 12.2 How do I hide a group on a Chart?
- 12.3 How do I print a Chart?
- 12.4 How do I download a chart?
- 12.5 How do I move the Legend of a Chart?
- 12.6 How do I make a Column or Pie Drilldown Chart?
13. Using Flow 22
- 13.1 What are the Flow Elements?
- 13.2 How do I create a new Flow?
- 13.3 How do I save a Flow?
- 13.4 How do I modify a Flow?
- 13.5 How do I remove a Flow?
- 13.6 How do I create a scheduled Flow?
- 13.7 How do I Create a Flow that is triggered on a Data Event? (Ex:When a row is added.)
- 13.8 How do I create a Flow that is triggered when a specific Form is filled out?
- 13.9 How do I create a Flow that is triggered when another Flow is completed?
- 13.10 How do I create a Form from Flow?
- 13.11 How do I open a Form from Flow?
- 13.12 How do I modify a Form from Flow?
- 13.13 How do I add a Auto Import from Flow?
- 13.14 How do I modify an Auto Importer from Flow?
- 13.15 How do I create a Data Process from Flow?
- 13.16 How do I modify a Data Process from Flow?
- 13.17 How do I create a Custom Field from Flow?
- 13.18 How do I modify a Custom Field from Flow?
- 13.19 How do I create or modify a View or Flare from Flow?
- 13.20 How do I create a Export from Flow?
- 13.21 How do I Modify an Export from Flow?
- 13.22 How do I create a Dashboard from Flow?
14. Using Workspaces 8
- 14.1 How do I create a Workspace?
- 14.2 How do I add a Table to a Workspace?
- 14.3 How do I add a Form to a Workspace?
- 14.4 How do I add a Dashboard to a Workspace?
- 14.5 How do I add a System Tool to a Workspace?
- 14.6 How do I add a Business Proccess to a Workspace?
- 14.7 How do I edit a Workspace?
- 14.8 How do I remove a Workspace?
15. Using Dashboards 10
- 15.1 What are the Dashboard view Elements?
- 15.2 How do I add a Table View to a Dashboard?
- 15.3 How do I add a Chart to a Dashboard?
- 15.4 How do I add HTML Elements to a Dashboard?
- 15.5 How do I rearrange Elements on a Dashboard?
- 15.6 How do I remove Elements from a Dashboard?
- 15.7 How do I Share a Dashboard to others?
- 15.8 How do I change the Date Range of a Dashboard?
- 15.9 How do I share a Dashboard to other system Users?
- 15.10 How do I save a Dashboard as an Image?
16. Using Dashboard Elements 7
- 16.1 How do I edit a Dashboard Element?
- 16.2 How do I see my Dashboard Element fullscreen?
- 16.3 How do I go to the associated view/chart of a Dashboard Elelement?
- 16.4 How do I download a view from a Dashboard Element?
- 16.5 How do I resize my Dashboard Elements?
- 16.6 How do I move my Dashboard Elements?
- 16.7 How do I close a Dashboard Element?
17. Using Forms 5
- 17.1 How do I fill out a Form?
- 17.2 How do I clear a form?
- 17.3 How do I Copy & Paste data into a Form?
- 17.4 How do I submit multiple entries into a Form?
- 17.5 How do I Create a User Specific Form URL?
18. Using the Dashboards System Tool 7
- 18.1 What are the Dashboard System Tool Elements?
- 18.2 How do I create a Dashboard?
- 18.3 How do I edit a Dashboard?
- 18.4 How do I add a Dashboard Element?
- 18.5 How do I edit a Dashboard Element?
- 18.6 How do I remove a Dashboard Element?
- 18.7 How do I remove a Dashboard?
19. Using the Customers System Tool 9
- 19.1 What are the Customer System Tool Elements?
- 19.2 How do I create a Customer?
- 19.3 How do I edit a Customer?
- 19.4 How do I add a logo to a Customer?
- 19.5 How do I add a website link to a Customer?
- 19.6 How do I change the MySQL password for a Customer?
- 19.7 How do I change the FTP password for a Customer?
- 19.8 Where is the PGP Public Key for a Customer?
- 19.9 How do I remove a Customer?
20. Using the User Groups System Tool 3
- 20.1 How do I create a user group?
- 20.2 What are the User Group System Tool Elements?
- 20.3 How do I edit a User Group?
21. Using the Users System Tool 7
- 21.1 What are the User System Tool Elements?
- 21.2 What are the User Admin Levels?
- 21.3 How do I create a new user?
- 21.4 How do I edit a User?
- 21.5 How do I create an Exception?
- 21.6 How do I create a User with access to Multiple Customers?
- 21.7 How do I remove a User?
22. Using the Folders System Tool 4
- 22.1 What are the Folder System Tool Elements?
- 22.2 How do I create a Folder?
- 22.3 How do I edit a Folder
- 22.4 How do I remove a Folder?
23. Using the Table System Tool 22
- 23.1 What are the Table System Tool Elements?
- 23.2 What are the different types of tables available?
- 23.3 What are the different types of fields available?
- 23.4 What are the different options available for Conditional Formatting?
- 23.5 How do I create a Standard table?
- 23.6 How do I create a Table from Import?
- 23.7 How do I create a Horizontal Mashup Table?
- 23.8 How do I create a Vertical Mashup Table?
- 23.9 How do I create a Table using Custom SQL?
- 23.10 How do I convert a Mashup table to Custom SQL table?
- 23.11 How do I create a Table using Drag & Drop?
- 23.12 How do I edit the Table Info?
- 23.13 How do I edit a Field?
- 23.14 How do I remove a Field?
- 23.15 How do I edit a Conditional Format?
- 23.16 How do I copy a Conditional Format?
- 23.17 How do I remove a Conditional Format?
- 23.18 How do I copy the table with only the fields?
- 23.19 How do I copy the table including the data?
- 23.20 How do I remove a Table?
- 23.21 How do I add Values to a drop down?
- 23.22 How do I create Linked Dropdowns?
24. Managing Table Level Backups 1
- 24.1 Creating a New Table from a Table Level Backup
25. Creating Tables Using Connectors 26
- 25.1 How do I create a table using an Adobe Campaign Classification Connector?
- 25.2 How do I create a table using an Adobe Data Classification Connector?
- 25.3 How do I create a table using an Adobe Data Warehouse Extract Connector?
- 25.4 How do I create a table using a Facebook Connector?
- 25.5 How do I create a table using a Google Analytics Connector?
- 25.6 How do I create a table using a Gigya Connector?
- 25.7 How do I create a table using a Google BigQuery Connector?
- 25.8 How do I create a table using a Google Streak Connector?
- 25.9 How do I create a table using a PostgresSQL Connector?
- 25.10 How do I create a table using a Redshift Connector?
- 25.11 How do I create a table using a Twitter Connector?
- 25.12 How do I create a table using a Youtube Analytics Connector?
- 25.13 How do I create a table using a Mongo Database Connector?
- 25.14 How do I create a table using a MsSQL Database Connector?
- 25.15 How do I create a table using a MySQL Database Connector?
- 25.16 How do I create a table using a Dropbox Connector?
- 25.17 How do I create a table using an Oracle Connector?
- 25.18 How do I create a table using an Email Connector?
- 25.19 How do I create a table using an FTP Import Connector?
- 25.20 How do I create a table using a Google Drive Connector?
- 25.21 How do I create a table using a SFTP Import Connector?
- 25.22 How do I create a Table using a Google AdWords Connector.
- 25.23 How do I create a table using an Adobe Data Warehouse 1.4 Extract Connector?
- 25.24 How do I create a table using the Bitly connector?
- 25.25 How do I create a table using a MailChimp Connector?
- 25.26 How Do I Create a New Table Using a Snowflake Connector?
26. Creating Table Mashup Fields 4
- 26.1 Important: Change in mashup field functionality!
- 26.2 What is the difference between View Mashups in Grid View and Table Mashups?
- 26.3 How do I create a Basic Field Mashup?
- 26.4 What are the available functions, values, and options for Field Mashups?
27. Using the Forms System Tool 11
- 27.1 What are the Form System Tool Elements?
- 27.2 What are the different types of Forms available?
- 27.3 How do I create a Form?
- 27.4 How do I add an Export API to a Form?
- 27.5 How do I remove an Export API?
- 27.6 How do I add Form Elements?
- 27.7 How do I edit Form Elements?
- 27.8 How do I remove a Form Element?
- 27.9 How do I copy a Form?
- 27.10 How do I remove a Form?
- 27.11 How to change the form so the submitter is user specific.
28. Using the Connections System Tool 31
- 28.1 What are the Wizards System Tool Elements?
- 28.2 How do I create an Adobe Campaign Classification Connector?
- 28.3 How do I create an Adobe Data Classification Connector?
- 28.4 How do I create an Adobe Data Warehouse Extract Connector?
- 28.5 How do I create a Facebook Connector?
- 28.6 How do I create a Gigya Connector?
- 28.7 How do I create a Google Analytics Connector?
- 28.8 How do I create a PostgresSQL Connector?
- 28.9 How do I create a Redshift Connector?
- 28.10 How do I create a Google Streak Connector?
- 28.11 How do I create a Google BigQuery Connector?
- 28.12 How do I create a Twitter Connector?
- 28.13 How do I create a Youtube Analytics Connector?
- 28.14 How do I create a Mongo Database Connector?
- 28.15 How do I create a MsSQL Database Connector?
- 28.16 How do I create a MySQL Database Connector?
- 28.17 How do I create a Dropbox Connector?
- 28.18 How do I create an Email Connector?
- 28.19 How do I create an FTP Export Connector?
- 28.20 How do I create an FTP Import Connector?
- 28.21 How do I create a Google Drive Connector?
- 28.22 How do I create an Oracle Connector?
- 28.23 How do I create an SFTP Export Connector?
- 28.24 How do I create an SFTP Import Connector?
- 28.25 How do I edit a Connector?
- 28.26 How do I remove a Connector?
- 28.27 How to Setup a Google AdWords Connector
- 28.28 How Do I Create a Bitly Connector?
- 28.29 How do I create a MailChimp Connector?
- 28.30 How do I create a Snowflake Connection?
- 28.31 How do I create a Gmail Connector?
29. Using the Plugin System Tool 4
- 29.1 What are the Plugins System Tool Elements?
- 29.2 How do I upload a Plugin?
- 29.3 How do I download a Plugin?
- 29.4 How do I remove a Plugin?
30. Using the Business Process System Tool 12
- 30.1 What are the Business Process System Tool Elements?
- 30.2 What are the Business Process System Tool Action Types?
- 30.3 How do I create a Business Process?
- 30.4 How do I create a Business Rule?
- 30.5 How do I edit a Business Process Info?
- 30.6 How do I edit a Business Rule?
- 30.7 How do I rearrange the Rules in my Process?
- 30.8 How do I copy a Business Process?
- 30.9 How do I run a Business Process?
- 30.10 How do I run a Business Process via URL?
- 30.11 How do I remove a Business Rule?
- 30.12 How do I remove a Business Process?
31. Field Types System Tool 3
- 31.1 What are the Field Type System Tool Elements
- 31.2 What is available in the Custom Field Environment?
- 31.3 What are some examples for Custom Fields?
32. Scheduled Jobs System Tool 5
- 32.1 What are the Scheduled Jobs System Tool Elements?
- 32.2 How do I set up a Scheduled Job?
- 32.3 How do I edit the Scheduled Job Info?
- 32.4 How do I edit the steps of the Job?
- 32.5 How do I remove a Scheduled Job?
33. Themes System Tool 6
- 33.1 How do I create a Theme?
- 33.2 How do I assign a Theme to a Form?
- 33.3 How do I assign a Theme to the User Interface?
- 33.4 How do I edit a Theme?
- 33.5 How do I duplicate a Theme?
- 33.6 What CSS selections do I have for Form Themes?
34. Auto Import Wizard 2
- 34.1 How do I use the Auto Import Wizard?
- 34.2 Naming Auto Import Files and Using Triggers
35. System Notifications 1
- 35.1 How do I create a System Notification?
36. Platform Terminology and Glossary 5
- 36.1 File Export Types
- 36.2 General Glossary
- 36.3 Compression and Encryption Types
- 36.4 Chart Types
- 36.5 Chart Axis

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