Dataflow Automation

What you need to know

• What is Dataflow Automation?
• What is a Dataflow Automation Connection?
• How do I share a Dataflow Connection?

Also, check out:

• Video: How do I share a connection?

What is Dataflow Automation?

Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team.  

Click here for more information on Dataflow Automation.

What is a Dataflow Automation Connection?

A Connection stores information that is used to communicate with the Actions that exist in your Dataflows. There are several types of Connections supported by Dataflow Automation such as Email, PDF Reports, iFormBuilder, SQL Server, Documents, Zerion Reports and more.

How do I share a Dataflow Connection?

To share a Dataflow Connection, please follow the instructions below.

STEP 1. From the Dataflow Automation interface, choose Connections.

STEP 2. Search for the connection you wish to share.

STEP 3. Click the box for the connection (A) you'll be sharing and select the Share icon (B).

STEP 4. Search for the user you want to share the Connection with and click on the user.

STEP 5. Click Add.

Video: How do I share a connection?

This video demonstrates how to share a connection to other users within Dataflow Automation.