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It is recommended to review the ACP quickQuick-start guide Start Guide prior to the User Guide.

The Quick-Start Guide provides a high-level overview of ACP, including navigation, available pages, and quick-start tutorials.

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Concepts and functionality may be given a high-level overview early on and expounded upon in later pages. 

Setup / Administration

  • User Management - How to add and manage users - this should be one of your first steps in ACP. 

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  • Workflow Overview - This overview covers basic workflow actions, such as creating a new workflow, editing its identity data, and an overview of high-level options.

  • Connectors - Connectors need to be set up prior to adding any workflow steps. This page covers creating, editing, and importing connectors, including custom Generic Connectors.

  • Workflow Steps - A basic overview of the steps list, including: adding steps, basic step navigation/actions, linking steps, and a high level overview of step options.

  • Workflow Options -  A more detailed look at the tabs available under a Workflow step: Inputs, Iteration, Sub Steps, Conditions, and Outputs.

  • Executing Workflows and Export - Executing Workflows, Debug Mode, and Exporting completed workflows. 

Workflow Advanced Topics 

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