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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 Area
Input Select
Input Select Combo
Input Check
Read Only
Hidden

All Check type fields (Input Check, Multi Check) are default false.

Placeholders
You can edit the Placeholders for every text and area type field.

Labels
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.

Instructions
Install the Connector.
Create a new connection using your LLodi credentials.
Complete the script with the following format:
SELECT *
FROM [LLodiFormName]
WITH GUID [GUID]
WITH FIELDS (
[key] “value”,
[key] “value”
);

Start Take Actions on your Data Analysis. Create a LLodi Free Account.

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.

Trello allows you to capture different “cards” and organize them into lists and boards. Use it to plan complex projects, its beauty is in the flexibility. Trello can be adapted to fit your workflow or your team, so you can use anyway you need to.

Now with LLodi for Trello, Qlik users will be able to write a new comment on a specific card, adds one or more members to a specific card, create card, update card, create List, creates a new checklist item in a card, etc.

Design your first Trello Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

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 Trello, 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 Trello and all available actions appear. Tag “Create Card”, click on the continue button (Zapier will ask you to connect your Trello account) and later a screen with all fields that you need in Trello will appear to create the card.

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 Trello field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

Qlik Sense Gmail: LLodi gives you the power to integrate Gmail with your Qlik Insights.

Let’s say that you are analyzing the clients you haven’t seen in the last three months and you wished to send an email in order to request a follow-up meeting or you are analyzing the clients that have not asked for support in the last week regarding a certain aspect and you wished to invite them to a training session.

Design your first Gmail Action creating your own Custom Form on LLodi Product and Workflow with a few clicks on Zapier.

Create a LLodi Free Account.

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 Gmail, 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 Gmail and all available actions appear. Tag “Send Email”, click on the continue button (Zapier will ask you to connect your Gmail account) and later a screen with all fields that you need in Gmail will appear to create the mail.

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 Gmail field with a field of LLodi.

More help “Creating a Zap” in Zapier.

it’s time to add the extension on your Qlik platform and configure the new worflow.

FREE Workflow that includes use of our Qlik extension (available for QlikView and Qlik Sense) to register and then analyse how the end BI users find and discover insights, take actions and set their goals.