Learn how to navigate the Kantata Connect user interface with this detailed overview.
Kantata Connect is our newest integration and workflow platform that is currently in the first phase of its release. During this time, all available workflows are prebuilt—or migrated over from M-Bridge Workflows—for you by our team. If you want to create a new customized workflow, you will need to contact Customer Success.
As Kantata Connect develops over the next few months, you will be able to create custom workflows on your own from within the Connect platform. Please check our Upcoming Releases article for more information on when this functionality and new integrations will become available.
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.
To get started, please reach out to Customer Success. After it's set up for you, you can access Kantata Connect at kantataconnect.com.
To learn more about Kantata Connect, see the Kantata Connect Overview article.
Kantata Connect consists of the following pages and sections:
- Lookup Tables
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.
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 asset 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)
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)
Select an individual recipe or connection to open the Recipe or Connection Details page.
Recipe Details Page
The Recipe Details page contains the workflow and recipe details as well as Start, Test, and Stop actions.
The Recipe Details page consists of five tabs:
- Recipe—Contains the recipe’s trigger and steps.
- Jobs—Contains a log of the recipe’s jobs—which is a single instance of a workflow occurring–that you can search, filter, and sort.
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.
- About—Contains a summary of the recipe’s information.
Connection Details Page
The Connection Details page contains the connection’s details and status as well as Connect and Disconnect actions.
The panel on the 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
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.
On an individual project’s page, you can view all of the recipes and connections that are included in the project. Use the top bar to search for, filter, and sort the asset list as needed.
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.
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.
As Kantata Connect expands and the number of available integrations increase, referencing the Dependency Graph will help you get a better understanding of the dependencies between your different connections, recipes, assets, and more. This will help 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 get started, select New table from the Lookup tables page. From here, you can import a CSV file with your column names or select the Add entries manually button.
On the new lookup table’s page, enter the column names for each column you want to add and then click the Checkmark (“ ”) icon to the right of the columns to save them. From here, you can add your table entries by clicking the Add entry button and then entering the values in the fields that appear below the columns.