-
Data compression reduces the size of a file by minimizing redundant data.
-
In a 1:N relation (one-to-many), one entity is linked to one or more instances of another entity. For instance: 1 Account with 4 Contacts that belong to that account.
-
An access code is a password you provide to your recipient. The code can be up to 50 characters long and contain letters, numbers and special characters exlcuding <,>, &, #. You can use upper and lower case letters but the code is not case-sensitive.
-
The Access system tag group taps into the security role model of a primary connector
-
Active Directory contains all of the user information.
-
Active Directory Federation Services enables Federated Identity and Access Management by securely sharing digital identity and entitlements rights across security and enterprise boundaries.
-
Administrators have access to all components of Smart Flows with no restrictions. They are also able to assign and manage the roles of other users.
-
An alternative name or label that refers to a language, which can also be used to locate or access it.
-
An all-in-one deployable is a software deployable package that contains all the models and binaries that you currently have in an environment.
-
a mechanism which explicitly allows some identified entities to access a particular privilege, service, mobility, or recognition i.e. it is a list of things allowed when everything is denied by default.
-
Application Programming Interface (API) is a software interface that allows two applications to interact with each other without any user intervention. API is a collection of software functions and procedures. In simple terms, API means a software code that can be accessed or executed.
-
Aspose.Words product family is a set of Word document processing APIs to create, read, edit, print and convert all richly formatted Word document file formats within .NET, Java, Android, Cloud, SharePoint, SSRS and JasperReports development environments.
-
Determines which flows can be executed straight from your [%=%=PlatformsProductsandIntegrations.Microsoft CRM Name] environment
-
A set of one or more operations to apply sequentially on the selected Document
-
A field type that stores binary data, such as files, images, or other non-textual data. It is used for storing data that is not easily represented as text or numbers.
-
A field type that stores binary values, typically true or false. It is used for storing yes/no, on/off, and other binary state information.
-
A business unit is a logical grouping of related business activities.
-
Stored data that can be retrieved faster; the data stored in a cache was stored earlier.
-
CAPTCHA is a type of challenge–response test used in computing to determine whether the user is human.
-
The CMYK color model is a subtractive color model, based on the CMY color model, used in color printing, and is also used to describe the printing process itself. CMYK refers to the four ink plates used in some color printing: cyan, magenta, yellow, and key.
-
This feature allows selected recipients to collaborate on text, radio button, drop down, and check box fields.
-
Data compression reduces the size of a file by minimizing redundant data.
-
to fix (data or parameters) in a program in such a way that they cannot be altered without modifying the program.
-
a mapping of which the output value depends on one or multiple conditions.
-
Connected users already exist in your CRM system and when the CRM is connected to Smart Flows, the user list is connected as well. This connection allows you to use the same users from CRM in Smart Flows and set their user role in your CRM system
-
Cross-origin resource sharing- a mechcanims that allows restricted resources on a web page to be requested from another domain outside the domain from which the first resource was served.
-
A specialized data set in Smart Flows dedicated to retrieving and utilizing CPQ configuration data from the Experlogix CPQ connector, ensuring document accuracy.
-
Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service.
-
Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service.
-
A custom data set a special type of data set that is completely defined by the user.The data set is independent of other data sets. When creating a custom data set, the type is always custom.
-
A collection of related information that can be used in templates and flows.
-
Data sets are descriptions of the data that you can use in flows and templates
-
A field type that stores date and time information. This can include just the date, just the time, or both. It is used for storing timestamps, event dates, and other time-related data.
-
These are the items that rely on principal items. Any changes to the principal items will affect these dependent items.
-
This tab lists all the principal items that the selected item depends on, helping you view all the items that the selected item requires to operate correctly.
-
Designers have a reduced number of Project Console abilities- they are unable to make major changes that could break the project. They can also access the Template Builder add-in for designing templates.
-
Designers have a reduced number of Project Console abilities- they are unable to make major changes that could break the project. They can also access the Template Builder add-in for designing templates.
-
Dynamic Link Library. A DLL (.dll) file contains a library of functions and other information that can be accessed by a Windows program.
-
Document pack(s) is the additional documents that can be added to the license if the maximum documentation count reaches its limit.
-
In Licensing, there are four editions Standard, Premium, Ultimate, and Enterprise. These editions define the number of environments, users, and documentation.
-
DocuSign assigns a unique Envelope ID for each envelope created.
-
Enterprise resource planning is the management of main business processes, such as inventory management, human resources and product fulfillment.
-
Exchangeable image file format is a standard that specifies formats for images, sound, and ancillary tags used by digital cameras, scanners and other systems handling image and sound files recorded by digital cameras.
-
-
a placeholder that you put in your template (called mapping a field)
-
Flavour in Licensing is related to connectors. For Smart Flows you have the following connector options under Flavour section: Microsoft Dynamic 365 CE, Mocrosoft Dynamic 365 F&O, Salesforce, and Sugar
-
Defines the default priority assigned when flows start. The lowest priority value is 0, and the highest value is 9. If you have not set any value, the default value is 4.
-
A domain name that specifies its exact location in the tree hierarchy of the Domain Name System. It specifies all domain levels, including the top-level domain and the root zone. Also referred to as an absolute domain name
-
Groups are a collection of users with a set of permissions assigned to them.
-
to fix (data or parameters) in a program in such a way that they cannot be altered without modifying the program.
-
Hypertext Transfer Protocol (HTTP) is an application-layer protocol for transmitting hypermedia documents, such as HTML. It was designed for communication between web browsers and web servers, but it can also be used for other purposes.
-
An HTTP request is made by a client, to a named host, which is located on a server. The aim of the request is to access a resource on the server.
-
a client that is able to send a request to and get a response from the server in HTTP format.
-
(Hypertext Transfer Protocol Secure) is a secure version of the HTTP protocol that uses the SSL/TLS protocol for encryption and authentication.
-
the process by which a user can use another user's credentials to perform specific actions during a flow
-
Inbound dependcies are items that depend on an active item. Deleting an active item also deletes its inbound dependency.
-
An item in is any object you can create, modify, view, delete, and authorize. These items can be files or folders in Content Manager or a template in Templates.
-
Java Database Connectivity is an application programming interface for the Java programming language, which defines how a client may access a database. It is a Java-based data access technology used for Java database connectivity. It is part of the Java Standard Edition platform, from Oracle
-
Linked fields are parameter fields that are connected to either another flow block's output or a data set field, allowing for dynamic data flow and integration within a system.
-
A member is a user specifically assigned to one or more permission groups. Each permission group grants a particular set of abilities or access rights. By adding or removing members, you can manage which users have access to certain features or content.
-
Multi-Factor Authentication
-
Minor releases include new features as well as a few feature deprecations. They may also include fixes and improvements.
-
My definition
-
In Smart Flows, an N:1 relation (many-to-one) links multiple records from one entity to a single record in another entity. When configuring a dataset, selecting an N:1 relation allows Smart Flows to reference data from a related entity, such as retrieving customer details for a quote or product information for a configuration. This ensures that flows have access to key contextual data without duplicating information across multiple records.
-
Native users are created and deactivated within Smart Flows via the Project Console.
-
Non-interactive flow executions skip all user input and are triggered through the flows/executions/start endpoint of the Experlogix Smart Flows API.
-
A field type that stores numerical values. This can include integers, floating-point numbers, and sometimes even complex numbers. It is used for storing quantities, measurements, and other numerical data.
-
Open Authorization
-
The Open Data Protocol (OData) is a data access protocol built on core protocols like HTTP and commonly accepted methodologies like REST for the web. There are various kinds of libraries and tools can be used to consume OData services.
-
An out-of-the-box feature or functionality (also called OOTB or off the shelf), particularly in software, is a native feature or built-in functionality of a product that comes directly from the vendor and works immediately when the product is placed in service.
-
A organization includes all of projects included under a given license.
-
Objects that the current item requires to function. For example, if a template needs a dataset and a connector to operate, these are its outbound dependencies.
-
When this option is selected during import and export, the system maintains the ID during import and export. This is useful when you are working in a multitenant environment and want to resue the same assets.
-
A page refers to a part of the interface that causes a change to the final part of the URL forward slash without using a #
-
Fixes and improvements on existing product features are regularly made available as patch releases. Patch versions are released on an ad hoc basis in between minor releases.
-
Action to be taken within the project for which a user must be a group member with privileges to complete the action.
-
PKCS #12 defines an archive file format for storing many cryptography objects as a single file. It is commonly used to bundle a private key with its X.509 certificate or to bundle all the members of a chain of trust.
-
Power Apps is a Microsoft suite of apps, services, and connectors, as well as a data platform, that provides a rapid development environment to build custom apps for your business needs.
-
Pretty print makes XML more readable - it purely restructures everything so the elements' hierarchy is more clear.
-
The primary entity extracts data from the data set.The primary entity of a data set is the root element of your data set. You can add related entities in the Data Set Builder tab for each data set. Associated flows will be available for records of the primary entity type.
-
These are the items that other items depend on. They are crucial for the dependent items to function properly.
-
A project is an environment for designated users to interact with a set of objects that play a role in their document (automation and management) processes.
-
defines who's signature is required for the signature procedure
-
A field that reptitively retrieves data and can pull different data during each repetition.
-
the central Spring class for client-side HTTP access. Conceptually, it is very similar to the JdbcTemplate, JmsTemplate, and the various other templates found in the Spring Framework and other portfolio projects.
-
defines the order in which the recipients get asked the question to sign the document
-
Software as a service is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted.
-
Samples define the structure and organization of the content within a Data Set.
-
An XML schema is a description of a type of XML document, typically expressed in terms of constraints on the structure and content of documents of that type, above and beyond the basic syntactical constraints imposed by XML itself.
-
A user interface element within the data tree view that allows users to switch between displaying entity names and schema names.
-
A secret key is a value that is stored securely in your web server and only shared with your web server and the DocuSign platform.
-
The system sends an e-mail is to your recipients so they can sign the document.
-
The system provides a link to the signature procedure as a part of an in-person transaction such as a mail carrier requring signature confirmation of delivery.
-
an internet standard communication protocol for electronic mail transmission. Mail servers and other message transfer agents use SMTP to send and receive mail messages.
-
Simple Mail Transfer Protocol (SMTP) is an internet standard for email supported by most email processing servers. Connect to SMTP to send email.
-
Secure Sockets Layer, is an encryption-based Internet security protocol. It was first developed by Netscape in 1995 for the purpose of ensuring privacy, authentication, and data integrity in Internet communications. SSL is the predecessor to the modern TLS encryption used today.
-
Single Sign-On
-
Your process writes diagnostic output to this file handle.
-
Your process writes conventional output to this file handle.
-
Tags that you create via the Tags List view.
-
A string is a data type used in programming, such as an integer and floating point unit, but is used to represent text rather than numbers. It is comprised of a set of characters that can also contain spaces and numbers. For example, the word "hamburger" and the phrase "I ate 3 hamburgers" are both strings. Even "12345" could be considered a string, if specified correctly. Typically, programmers must enclose strings in quotation marks for the data to recognized as a string and not a number or variable name.
-
In Condition Builder additional conditional blocks that split flows into more lanes. Subconditions may be grouped and additional groups can be made from them.
-
Subsites in SharePoint are the same as a regular site except for the fact that they reside inside a site. Technically, the only sites that can't be termed subsites are the ones that are on the top of the hierarchy, which you usually see in the root.
-
Super Users are like users, but they can run other users' flows. This is mostly used for when you're using the API - this role is only available for native users.
-
System tags are tags that are present in your project from the beginning. They are either part of the core system or tied to a connector.
-
Tabs are parts of the interface that do not trigger a page reload. These parts of the interface are modal and generally utlize a $ to swtich between different modal views.
-
A table is defined with a schema that defines primary key columns and non-key columns that hold a specific type of data. Rows are added to hold data that can be queried.
-
The Template Designer enables you to customize the look and feel of the configurator, add branding elements such as a logo and color scheme.
-
A field type that stores alphanumeric characters, including letters, numbers, and symbols. It is used for storing names, descriptions, and other textual data.
-
This tab lists all the dependent items that rely on the selected item, helping you understand the impact of changes to the selected item.
-
Can access the Flow Execution Panel and run flows.
-
Users are any individual with an account in the application. By default, “users” encompass all individuals participating in your project and their associated permissions and abilities. However, it is also possible for someone to be a user without belonging to any permission group, primarily for auditing or record-keeping purposes (e.g., to track who created or edited items).
-
Versioning is the creation and management of multiple releases of a product, all of which have the same general function but are improved, upgraded or customized.
-
a digital certificate that is applied to a domain and all its subdomains. Wildcard notation consists of an asterisk and a period before the domain name. Secure Sockets Layer (SSL) certificates often use wildcards to extend SSL encryption to subdomains.
-
Extensible Markup Language is a markup language and file format for storing, transmitting, and reconstructing arbitrary data.
-
It is compressed archive format associated with the XPACK compression software.
-
XSD, a recommendation of the World Wide Web Consortium (W3C), specifies how to formally describe the elements in an Extensible Markup Language document. It can be used by programmers to verify each piece of item content in a document, to assure it adheres to the description of the element it is placed in.
-
Smart Flows