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Create and Configure workflow in Vince Live with Table Component


00:00: This tutorial guides you through creating and configuring workflows in the Vince

00:04: Live platform.

00:05: Click "New Workflow" to begin creating a new workflow in Vince Live.

00:11: Click here to access additional workflow options.

00:19: Click here to open the label settings for your workflow.

00:23: Click "Add a Label" to include a new label in your workflow.

00:27: Click "Add a Label" again to add another label to your workflow.

00:31: Click "Next" to continue to the next configuration step.

00:35: Click here to reveal more options for your workflow setup.

00:39: Fill "TST" as the label text to identify this workflow segment.

00:43: Click "TST" to select the label

00:45: you just created.

00:46: Click here to proceed with the workflow configuration.

00:50: Click "Next" to move forward in the workflow creation process.

00:54: Click "Blank StartBuild a workflow from scratch" to create a workflow without templates.

00:58: templates.

01:00: Click "Create" to finalize the creation of your new workflow.

01:04: Click here to access the details of your newly created workflow.

01:08: Click "M3 API" to integrate the M3 API with your workflow.

01:13: Click "Ok" to confirm your API selection.

01:16: Click "Click here to add first API call" to start

01:19: configuring API interactions.

01:22: Click here to open options for the API call configuration.

01:26: Fill "MMS200" as the name for the API call.

01:30: Click "MMS200MI" to choose the specific API call to use.

01:35: Click here to access settings for the selected API call.

01:39: Click "LstItmByItm" to select the API method for listing items by item.

01:45: Click "Select" to confirm the chosen API method.

01:49: Click here to open client-related settings for the API call.

01:53: Click "Client" to specify the client parameter for the API call.

01:57: Click "Apply" to save the client settings.

02:01: Click "Save" to store the API

02:03: call configuration.

02:05: Click here to open table configuration options.

02:08: Click "Table" to choose the table for your workflow.

02:12: Click "Ok"

02:12: to confirm the table selection.

02:15: Click "Show available fields" to view fields

02:17: you can use in the table.

02:19: Click "List Item Basic Data by Item

02:21: (120)MMS200MI > LstItmByItm" to choose the data source.

02:28: Click "StatusSTAT" to select the status field.

02:32: Click "StatusSTAT" again to confirm the status field selection.

02:36: Click "ITNO" to choose the item number field.

02:39: Click "ITNO"

02:40: again to confirm the item number field selection.

02:43: Click "Item numberITNO" to view the item number label.

02:47: Click "Item numberITNO" again to confirm the label selection.

02:52: Click "NameITDS" to select the name field for the table.

02:56: Click "DWNO" to select the drawing number field.

03:00: Click "UNMS" to choose the basic unit of measure.

03:04: Click here to access additional field options.

03:07: Click here to view more settings for fields.

03:10: Click here to configure field properties.

03:13: Click "Primary key" to designate the primary key field.

03:17: Fill "on" to enable the primary key setting.

03:20: Click "Apply" to save the primary key configuration.

03:24: Click "Custom table Close fields listTable info"

03:26: to close the fields list and view table info.

03:30: Click "Table info" to access detailed information about the table.

03:35: Click here to open options related to table information.

03:39: Fill "TABLE1" as the name of the table.

03:42: Click here to access the table name field.

03:45: Fill "TABLE" as the table name in the configuration.

03:49: Click "Upsert" to choose the upsert update mode for the table.

03:53: Click "Upsert" again to confirm the update mode selection.

03:57: Click "Apply" to save the changes made to the table information.

04:01: Click "Apply" again to confirm the table settings.

04:05: Click "Save" to store the table configuration.

04:09: Click "Execute" to run

04:10: the configured workflow.

04:12: Click "Item number" to specify the item number parameter for execution.

04:21: Click "Run workflow NEW WF WITH TBLE Run workflow

04:25: NEW WF WITH TBLETestSelect environmentUntitledDescriptionFieldsItem number (*) Advanced configCloseExecuteExecute & close" to start

04:31: the workflow run.

04:37: workflow run.

04:38: Click "Execute" to confirm and begin the workflow execution.

04:43: Click "Close" to exit the execution window after running the workflow.

04:48: Click "Tables" to navigate to the table management section.

04:52: Click "appb-peppol-invoices-metadata" to access invoice metadata tables.

04:56: Metadata tables.

04:58: Click "Search..." to activate the search input for tables.

05:02: Fill "TABLE1" in the search field to find the specific table.

05:06: Click here to view the search results for the table name.

05:10: Click "Show data" to display the contents of the selected table.

05:14: You have successfully created and configured a workflow in Vince Live, including API

05:19: integration, table setup, and execution.

05:22: Next, explore advanced workflow customization or monitor workflow performance for

05:28: optimization.