In this Winshuttle WebTips episode, brought to you by Clear Process Solutions, we will provide Winshuttle Composer tips and tricks that have been frequently used in CPS solutions. We are going to cover and share use cases and demos on the following: Data Connection Library, Name Templates and Rules Inspector.
1. Data Connection Library
Use Case: Managing data connections on an enterprise level can be complicated. However, data connection libraries allow you to share data connections that you have created and configured with other solutions in your environment.
- How to access the data connections library
- Adding data connections to the library
- Applying data connections to new solutions
- Defining the scope of where the data connections can be accessed
2. Name Templates
Use Case: Name templates is a powerful feature that allows you to create customized form names. This provides context to what the solution is which will allow the end users to easily identify and distinguish what they are actively working on. This will help avoid confusion if there are multiple solutions that someone could be working on.
- Show the out of box name template for a form/solution
- Creating a new name template for solution
- Customizing name template to include specific fields/data related to the item
3. Rules Inspector
Use Case: It can get difficult managing and finding specific rules within a solution. The rules inspector feature allows the user to see a summary of all the rules within their solution.
- How to access the rules inspector
- Overview of the rules inspector
- How to find specific rules
- Updating rules through the rules inspector
- Importance of naming rules with accurate descriptions
Watch the entire WebTips session focusing on tips & tricks on Data Connection Library, Name Templates and Rules Inspector in Composer:
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Still have questions regarding this topic or any other Winshuttle features? The CPS experts are here to help.
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