Kantata Connect User Interface Overview

Learn how to navigate the Kantata Connect user interface with this detailed overview.

Overview

Kantata Connect helps you optimize your business processes with customized workflows and automations that contain as much granularity as you need as well as the ability to connect third-party applications to your Kantata OX account. In this article, you will learn about Kantata Connect's user interface and which actions are available on each page. 

To learn more about Kantata Connect, see the Kantata Connect Overview article. 

Getting Started

To get started, please reach out to Customer Success. After it's set up for you, you can access Kantata Connect at www.kantataconnect.com.

Home

The Home page contains all of the account’s Assets and Projects. On the left side of the page, you’ll find the Quick Access panel, where you can easily select whether you want the Assets or Projects list to display on the right side of the page.

Assets

The Assets list displays all existing Recipes and Connections—which are applications that have been integrated into your Kantata Connect account. You can narrow down the list results by selecting either Recipes or Connections in the left panel or from the All assets drop-down located in the list toolbar.

Once an asset has been selected, the Assets List loads and additional search and sort options appear above the list:

• Search assets—Search for a specific recipe or connection.
• Asset—Display only connection or recipe data on the page.
• All statuses—Filter by status:
  • Inactive or Active (Recipes)
  • Connected and Disconnected (Connections)
• App—Filter by application.
• Edited by—Filter by user.
• Sort by—Sort the list by selecting specific criteria. These options will differ depending on which asset type is selected:
  • Latest activity (Recipes/Connections)
  • Name (Recipes/Connections)
  • Highest successful jobs (Recipes)
  • Highest failed jobs (Recipes)
  • Recipes count (Connections)

Click the More (“   ”) icon on the right side of each asset to open the Quick Actions menu. The available actions that appear will vary depending on the asset type as well as if the connection or recipe is currently in use.

Recipe Quick Actions:

Rename—Rename the recipe.
Clone—Clone the recipe.
Move—Move the recipe to a different location.
Edit recipe—Edit the recipe on the Recipe Details page.
Start/Stop recipe—Start or stop the recipe. This button name will vary depending on if the recipe is currently active or inactive.
Delete—Delete the recipe.

Connection Quick Actions:

Rename—Rename the connection.
Move—Move the connection to a different location.
Delete—Delete the connection.

Select an individual recipe or connection to open the Recipe or Connection Details page.

Recipe Details Page

The Recipe Details page is where you can build and edit a recipe, view important recipe data, and perform recipe actions such as starting/stopping a recipe, cloning a recipe, and more.

The Recipe Details page consists of five tabs:

• Recipe—Contains a recipe’s workflow summary as well as recipe data.
• Jobs—Contains a log of the recipe’s jobs—which is a single instance of a workflow occurring–that you can filter, view, export, and more.
• Connections—Displays the connection this recipe is associated to.
  Note: A recipe can be associated to multiple connections.
• Versions—Contains a log of the different recipe versions.
• Test Cases—Allows you to create a test case to confirm the recipe is functioning correctly.
• Settings—Contains recipe settings, including concurrency limits and sharing options.

For more information about recipes, see the Recipe Details Page Overview and Recipe Editor Overview articles.

Connection Details Page

The Connection Details page contains the connection’s details and status as well as various actions:

• Connect/Disconnect connection
• Delete connection
• Move connection
• View associated recipes
• View activity log

The panel on the right side of this page displays the following information:

• The connection’s status
• Where the status is located in the project
• When the connection was most recently made active
• The connection’s creation date
• Number of recipes associated with this connection
• Activity log

Projects

The Projects page displays a card list of all existing projects in your Kantata Connect account.

A Project is where all of an integration’s assets are stored. You can open a project selecting one from the left panel or by clicking a project card on the main Projects page. 

An individual project’s page is separated into two tabs: Assets and Settings. Here you can view all of the current recipes and connections that are included in the project and add new ones.

Use the top bar in the Assets tab to search for, filter, and sort the asset list as needed.

The Settings tab has two available subtabs: General and Project properties.

In the General subtab, you can view project participants and their access levels as well as add a project description.

In the Project properties subtab, you can add new project properties—which are recipe configuration parameters that consist of name-value pairs—to use for this project’s recipes.

Activity

The Activity page provides detailed, real-time insight on recipe performance, job statuses, the amount of tasks used, and more. It has two tabs: Dashboard and Dependency graph.

Dashboard Tab

The Dashboard tab contains a summary graph of your integrations. The top portion lists the number of Recipes, Successful jobs, Failed jobs, and Tasks used from the selected time period and the lower portion has a summary graph with the recipe data broken down by date.

Hover over a bar to see the activity summary for that day.

Use the tab’s top bar to search for, filter, and sort the Activity information by time Period, Projects, Recipes, and Service/App.

On the right side of the page is the Connections section. Here, you can view the number of connected apps and Connection changes that occurred over the past seven days.

Dependency Graph

In Kantata Connect, a Dependency Graph gives you a better understanding of the relationships between your different connections, recipes, assets, and more. This helps you with both the maintenance and change management of your integrations.

Select the individual cards to access additional details for that dependency. Alternatively, you can use the filter options in the top bar to narrow down what displays in the graph.

Lookup Tables Page

On the Lookup Tables page, you can create a Lookup Table—similar to a cross-reference or mapping table—that allows you to review and compare recipe data as well as map integration data. 

Lookup tables are used to pair different points or sets of data between two systems. For example, if users in System A have different names from users in System B, the lookup table will link System A users' data to the specified users in System B.

To learn more about mapping tables, see the Managing Lookup Tables in Kantata Connect article.

Catalog

The Catalog page provides prebuilt recipes for automations related to projects, tasks, users, and resourcing. Import the prebuilt recipes to your account to save time, automate best practices, and ensure data integrity.

To learn more about the recipe catalog, see the Kantata Connect Recipe Catalog article.

Settings

Located in the top-right corner of the top bar, the More (“   ”) drop-down is where you can access the Users page.

The Users page in Kantata Connect is where Workflow Administrators can manage their account team members and individual users can access their user profile settings.

• Edit your name (Individual user and Workflow Administrator)
• Edit your email address (Individual user and Workflow Administrator)
• Edit your task usage notification settings (Individual user and Workflow Administrator)
• Activate and deactivate users (Workflow Administrator)
• Edit a user’s permission level (Workflow Administrator)

User Profile

Individual users can access their user profile by clicking Edit in-line with their user information in Users List.

From here, they can edit their name and the email address they use to log in to Kantata Connect as well as manage their task usage notification settings.

To learn more about the Users page, see the Managing Users in Kantata Connect article.