1.LLodi Help Center #

LLodi Helps
Workflows Whenever Insights Are Discovered
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LLodi Step by Step

LLodi Helps is the best way to find updated documentation about the LLodi Platform and Widgets.
If you need assistance and you currently have an account, you can contact our team by completing the support form in the bottom menu in the platform. If you don’t have an account yet, you can get more info by reaching us through the Contact Form at LLodi.com.

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1.1.What is LLodi? #

The Only Platform that allows to create Data-Driven Forms to Integrate Workflows into your Analytic Apps


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1.2.LLodi Step by Step #

LLodi Step by Step


  • Create a FREE account
  • Log in to LLodi Platform
  • Navigate to LLodi Forms and and select your prebuilt form and Workflow or, on the contrary, create your own form in Custom Forms and create your workflow with Zapier, Scribe Online, Workato, Stamplay or Custom Integration Platform.
  • Start with Zapier easily creating your first workflow. (Review the section on integration platforms)
  • Complete the installation of the LLodi Widget:
    • Qlik Sense Extension
    • Qlik View Extension
    • Power BI Custom Visual
    • Tableau LLodi Form
  • Register End Users (Account Settings)
  • Start Take Actions on your Data Analysis.
  • Monitor the Apps taken with our Apps Monitor.
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2.Form Management #

Give your business the innovate app it deserves


In most cases companies work differently. For this reason, LLodi offers you the possibility of using preconfigured forms that automate some business processes or create your own forms and workflows that adapt to the needs of your business.

It doesn’t have to be hard, though. Use LLodi to build an app that’s a perfect fit for your business. You can even make analytics mobile apps to complete tasks on the go.

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2.1.LLodi Forms #

Our LLodi Forms will allow you to take actions for several use cases directly within your existing BI application.

LLodi Forms are a combination of:

  • The instructions set in LLodi Platform to create the LLodi Form.
  • The Scribe Online Map, where the integration logic is built.
  • The LLodi Widget, that brings both previous things together within the BI application and connect to the BI dataset in a native manner.


Request the activation of any pre-built form at the bottom of the screen, and the LLodi team will activate the form and process just for you. Once activated, it will appear at the top, ready to confirm and use in your analytic apps.

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2.1.1.Workflow Console #

Control your LLodi Forms and find the instructions to set up your LLodi Widget for your LLodi Form of choice.

In the console you have the instructions to configure the LLodi fields within your analytic application, as well as enter the fixed fields and the possibility to modify the labels that will appear as the field name in the form.

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2.1.2.Custom Forms #

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.

Yes No Types #

Form Simple Forms

Input Text (the field number is defined as text)
Input Area
Input Select
Input Select Combo
Input Check
Read Only

For multi line forms:

Text (the field number is defined as text)

Form Table Forms:


All Select type fields (Input Select, Input Select Combo, Multi Select) have the following feature:
Make name-id pairs with the separator “|”. In any select type field only the first subfield will be displayed, allowing to send additional info under the covers

eg: Name1|id1,Name2|id2
eg: Name|id|value

Combine this field type with the split formula to build a selector out of a csv list. Check out our Useful Formulas.

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.

Yes No New Workflow #

Log in and complete this quick form if you don’t find a LLodi Form that meets your requirements or if you have some cool ideas you want to request and you do not have the time to customize your own form and worflow.

We offer managed services to build, run and support your Business Apps.

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3.Integration Platforms #

Workflow Integration

Now, thanks to LLodi, supported on powerful integration platforms and automation apps: Zapier, Scribe Online, Workato and others that allow connection with webhook, the circle is closed performing operations that act directly on the main data origins.

Connect your Qlik App with more than 750 applications: Salesforce, Sugar CRM, Microsoft CRM, HubSpot, MailChaimp, and much more!

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3.1.Zapier #

Zapier “Connect Your Apps and Automate Workflows” www.zapier.com

Zapier is one of the leading applications to automate easy-to-use cross-application workflows for both business and IT users. Ideal for developing simple processes (Zaps) with more than 750 applications.

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 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.

Cool, now you have all the information to create the form. It’s been quite easy, hasn’t it?

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.

More help “Creating a Zap” in Zapier.

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3.2.Scribe Online #

Designing a LLodi Map

The Scribe Online Request-Reply Map
Create a Request-Reply map. The only thing you need to know is what fields you want and how you want them to behave.
As of the response, LLodi Widgets expect one single field named “Respuesta”. This field supports basic HTML to display whatever response you want to the end user.

LLodi Widgets already send some fields that you may want to use in your map:
– OSUser: BI End User that triggered the action.
– pn_guid: GUID of the LLodi Map.
– App_name: Field built in the Widget for monitoring purposes.
– App_id: Field built in the Widget for monitoring purposes.
– Selections: Field built in the Widget for monitoring purposes. You can use this to register the selections in specific fields in the BI dataset.

The LLodi Map
Check the different Field types available.

Assigning the target
– LLodi fields: (up to 9) make this the target whenever you want the widget to fill up this field in the form with data from the BI app.
– Console: make this the target of a field if you want to set the value directly from LLodi Platform.
– No target: make this the target of Text and Area fields.

Choosing a formula (for Select field types)
– senseField: in Qlik Sense, this formula will retrieve the content of a field and fill up the selector with the data from that field, you will also make selections directly into your app. In any other BI tool, this field will behave as if it had the split formula.
– split: use this formula to fill up the selector from a csv list.
– No formula: use this formula if you want the widget to leave the field as it is.

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4.Analytic Widgets #

Download: Put decision-making and action-taking LITERALLY in the same page with the LLodi Widgets, natively designed for:

Qlik Sense
Qlik View
Power BI

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4.1.Qlik Sense Extension #

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.

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4.2.QlikView Extension #

Qlik View Extension

Download the extension
Install the extension in your server or your personal edition.
Go to web edition mode.
Right-click to add 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.
Check out some Useful Formulas.

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4.3.Power BI Custom Visual #

Power BI Custom Visual

Download the custom visual.
Install the custom visual in your desktop application.
Drag and drop the extension into the dashboard.
Create a measure with the GUID of the LLodi Form you are going to use and drag it into the GUID field.
Create some more measures to fill up the LLodi Fields.
Fill up the monitoring fields.
Custom the style of the LLodi Form.
Check out some Useful Formulas.

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4.4.Useful Formulas #

Make a Concatenated list

LLodi Widgets use comma separated lists to build the selectors and to send several values in one shot.

Qlik Sense and Qlik View:
eg: concat(region,’,’,regionid)

Power BI:
eg: CONCATENATEX(regions,regions[name],”,”,region[name])

Remember to use single quotes in Qlik and double quotes in Power BI

Make lists of pairs

In most cases you will want to make pairs name-id so LLodi can display the name while uses the id to make the operations under the covers. In those cases you just need to go one step further:

Qlik Sense and Qlik View:
eg: concat(region&’|’&regionid,’,’,regionid)

Power BI:
eg: CONCATENATEX(regions,regions[name]&”|”&regions[id],”,”,region[name])

Make lists with additional info attached

Once you’ve got started you may think of new LLodi Form that you want to request. For example, you may want to send additional info beside the name and id, such as the total sales amount of one particular client.

Qlik Sense and Qlik View:
concat(distinct aggr(only(name)&’|’&id’|’&sum(value),aggregatedby),separator,sortby)
eg: concat(distinct aggr(only(region)&’|’&regionid’|’&sum(amount),regionid),’,’,region)


Certain LLodi Forms allow you to choose the date format for your users to input.
The DateFormat value is composed by dateparts sort and separator.

DateParts sort:
mdy: mm/dd/yyyy
dmy: dd/mm/yyyy
ymd: yyyy/mm/dd

Separator: choose the symbol your users will use.
eg: dmy/
eg2: mdy-

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5.Monitoring Dashboard #

Actions Monitor

Use our built-in app to monitor the decisions that have been taken with your LLodi Maps.
If you prefer, you can retrieve the data with our REST API and build a fancy BI app with it.

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6.Account Settings #

Account Settings

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6.1.Register End Users #

Registration of end users who will use analytic applications with LLodi Forms.

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6.2.Security Console #

Usually there is only one admin user to manage the LLodi environment. In case it is necessary to have more users, you can request their creation to the support team. In cases that multiple users exist, it will be possible to confirm the access to the different options through the creation of labels and their subsequent allocation to the user.

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6.3.Stand Alone Users #

LLodi has a generic widget that can be used for BI tools for which there is no native widget.

In case of using this widget, it is necessary to register the users who will be able to access the forms.

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6.4.Rest Api Client #

This part of the help page describes the LLodi REST API specifications for developers and some general guidelines you may need in order to use the API. For all your requests you will need en API key that will be assigned to you once you have a LLodi account. Below it is described how to obtain the key via an API request.


Base URL: https://platform.llodi.com
Response: All API responses are given in JSON format so make sure your client accepts JSON. Usually your request will need to add the header “Accept” with “application/json” value
All REST API responses contain the header “Content-Type” : “application/json” and are in UTF-8 format.
HTTP method GET is used to te retrieve info from the API. HTTP method POST is used to insert info via API
Response Codes:
Success: 200
– 400 for bad request (requirements are not met)
– 404 for not found request (data is not found )

In order to get your API key you must have an active LLodi account and make an HTTP request to the REST API with following requisites:
Endpoint: https://platform.llodi.com/api/rest/v1/security/apikey
Method: POST

– Parameter name: Authorization
– Parameter value: base64(username:password) where base64(username:password) referes to your LLodi username (email) and password coded in base64 format. Base64Encoder E.G. base64(millodiusername@mycompany.com:myllodipassword)

If all requirements are correct you will get your API key with the following model:
“Api_key” : “YourApiKey”

Below there is a list with all endpoints available and their specifications.

Get all decisions
Description: Get your decisions from LLodi Decision Monitor. These request can be filtered by several fields.
Method: GET
Path: /api/rest/v1/decisions/{apiKey}
– user (optional)
– type (optional)
– startDate (optional)
– endDate (optional)
– app(optional)
– foreign_parent(optional)
– foreign_child(optional)
– limit (optional)
– offset (optional)

Response model:
“pn_guid”: “”,
“pn_name”: “”,
“api_key”: “”,
“decisions_guid”: “”,
“created”: “”,
“decisions_type”: “”,
“decision”: “”,
“description”: “”,
“app_name”: “”,
“user”: “”,
“n_rows”: 0,
“foreign_parent”: “”,
“foreign_child”: “”

Description: Get your KPI from LLodi Decision Monitor. These request can be filtered by several fields.
Method: GET
Path: /api/rest/v1/decisions/{apiKey}/kpi
– user (optional)
– type (optional)
– startDate (optional)
– endDate (optional)
– app(optional)

Response model:
“types”: 0,
“decisions”: 0,
“details”: 0,
“users”: 0,
“rows”: 0

Get field
Description: Get fields values from LLodi Decision Monitor field.
Method: GET
Path: /api/rest/v1/decisions/{apiKey}/field/{field}
URL: {field} represents the field you want to get data from.

Response model:

Create a decision
Description: Creates a decision in LLodi.
Method: POST
Path: /api/rest/v1/decisions/create/{apiKey}
Headers: Authorization : base64(username)

Request body model:
guid: “” , (required,unique),
description: “” ,
foreign_identifier: “”,
closed :0,
value :0,
comments: “”,

Response model:
response: “Record created”

Create decision details
Description: Creates decision details in LLodi.
Method: POST
Path: /api/rest/v1/decisions/create/{apiKey}/details
Headers: Authorization : base64(username)

Request body model:
decisions_guid: “” , (required)
description: “” ,
details: “”,
foreign_identifier: “”,
closed :0,
value :0,
comments: “”

Response model:
response: “Record created”

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6.5.Time Balance #

Check how many support hours you still have available for your customizations and in what actions they have been used so far.

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7.QvLLodiConnector #


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