Workflow Wizard
Overview
The Workflow Wizard is used to build all the components needed for specific workflow use cases through a series of steps, e.g. Sage Intacct → BlackLine GL Account balances.
Prerequisites
In order to fully utilize the Workflow Wizard, credentials will need to be set up beforehand. This will need to include both source and target system connections. See the https://datablend.atlassian.net/wiki/spaces/DS1/pages/1196228684 section for help on setting up credentials.
Configuration
The Workflow Wizard can be accessed by navigating to Workflows and clicking the Wizard button
The Workflow Wizard will only display Sources and Destinations based on available plugins inside the DataBlend Group
The Wizard will then walk the user through a series of steps. Once all required fields have been selected in a given step, the user will then be able to move on to next step by clicking the Next button.
Select Type
Option | Type | Description |
|---|---|---|
Source | Drop-down menu | Select a data source from the list |
Destination | Drop-down menu | Select a data target from the list |
Type | Drop-down menu | Select from available pre-configured Wizard options |
The next series of steps may vary depending on the Source and Destination selected
2. Source Setup
The remaining options will depend on the Source selected in step 1. These options could contain a combination of free text, drop-down or date fields.
3. Query Setup
These options will depend on the specific Wizard type selected in step 1. These could contain a combination of free text, drop-down or date fields.
4. Destination Setup
Option | Type | Description |
|---|---|---|
Destination Credential | Drop-down menu | Select the destination credential that has been set up beforehand (see: ) |
The remaining options will depend on the Destination selected in step 1. These options could contain a combination of free text, drop-down or date fields.
5. Review
The final step will display all of the elements that will get created in DataBlend based on options selected in the prior steps. Click Create to build all of these elements
Once everything is created, the final Workflow is displayed. From here, the Workflow can be executed, scheduled or favorited.