Introduction to LLodi
About This Guide
Welcome to the complete guide to getting started with LLodi. Learn how to integrate LLodi for Qlik Sense and automate workflows with Zapier,“no code required”.
Who Is This Guide For?
Technical and non-technical users, new users to LLodi, and anyone who uses Qlik Sense for the analysis of their data.
Table of Contents
-1- Custom LLodi Forms for Qlik®.
With the LLodi platform, companies can display and connect the analysis of their data, processes and business applications in a single interface, boosting their employees’ productivity and letting them do what they do best. Create a LLodi Free Account.
-2- Create a Zapier Account and your first Zap.
Zapier offers a free trial for 14 days, which allows you to create any process without limits of steps or applications. https://zapier.com/signup. After creating the account, you have access to the platform in order to create your first Zap. In the Explore option, all possible applications that can be used are displayed. If you select Salesforce, you will see some pre-configured zaps and if we keep scrolling down, a box appears with the different actions that this connector allows.A Zap can take several steps. If you create a Zap to be integrated into a LLodi Form, in the first step you will always have to select the “Webhooks by Zapier” app.In the “Choose Trigger” section mark the “Catch Hook” option – Continue
Set up Webhooks by Zapier Hook – Continue
The following screen appears, with the address “webhook url”. When you press OK, Zapier will wait for a test.
The address “Webhook URL” should be copied in the URL field of the Custom Forms that we are going to create. Add the name, the type, in this case Zapier and click on the insert button.
If you know the fields to create the action, you can click on the gear and enter “Show form Fields” to add and configure the different fields that will later be used in the form and sent to Zapier.
If you do not know the fields, access the Zap in Zapier and select App in the second step, choose Salesforce (Slack, Mailchaimp, Google Shett, etc) and all available actions appear. Tag “Create Task”, click on the continue button (Zapier will ask you to connect your Salesforce account) and later a screen with all fields that you need in Salesforce will appear to create the task.
More help “Creating a Zap” in Zapier.
Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?
-3- Create a Custom Form and fields.
If you already have a Workflow (Zapier, Workato, Scribe Online or Custom Integration), you can create your own forms to be used with LLodi.
This LLodi App lets you register new workflows just by adding a name and URL (WebHook, endpoint).
You can also see the workflows you have already registered, edit the LLodi Fields and their attributes and delete them.
Once you register a workflow you will be guided to the page to create/edit your LLodi Fields, in the option “Show form fields”
At first the URL field can be empty, until the workflow has been created in the chosen tool. At that time, it will be mandatory to enter the WebHook address or the endpoint.
Input Text (the field number is defined as text)
Input Select Combo
All Check type fields (Input Check, Multi Check) are default false.
You can edit the Placeholders for every text and area type field.
You can edit the Labels for every field that is not hidden.
After creating the fields in LLodi, return to the Custom Forms screen and click again on the gear, on this occasion you will have to access the “Test Form” option of the gear to run the test. This process will connect LLodi and Zapier, and in the previous screen, you will be able to join each Salesforce field with a field of LLodi.
It’s time to add the extension on your Qlik platform and configure the new worflow.
-4- Qlik Sense Extension
Download the extension.
Install the extension in your server or your desktop version.
Drag and drop the extension into the dashboard.
Introduce the GUID of the LLodi Map you are going to use.
Fill up the LLodi Fields.
Fill up the monitoring fields.
Custom the style of the LLodi Form.
Check out some Useful Formulas
At the moment you can only use one LLodi Form in each tab. But we are working on it!
You have the possibility to use the same extension for different forms. Ask our support team.
SenseField Feature: With Qlik Sense you can just select one existing field to fill up a selector.
Keep in mind:
The default value for the fields App id, App Name and Current Selections are DocumentName(), DocumentTitle() and GetCurrentSelections(). Make sure you check it before you start working with your LLodi Workflow. You may need to select it and press Enter to force Qlik Sense to evaluate those formulas.
In some cases a Workflow may get you back a selection. In those cases a button “Select” will be displayed besides your Response.
-5- Qlik Connector
The new connector allows to integrate the insights automatically into workflows of the main tools of data integration directly from your own Qlik® Sense or Qlikview® script.
Install the Connector.
Create a new connection using your LLodi credentials.
Complete the script with the following format:
WITH GUID [GUID]
WITH FIELDS (