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User Guide for LinkIt

Welcome to the LinkIt! This guide will help you navigate and utilize the features of the app to automate your tasks efficiently.

Getting Started

Accessing the App

  1. Login: Use your credentials to log in to the app. If you don't have an account, you can sign up for a new one.
  2. Dashboard: Once logged in, you'll be directed to the dashboard where you can view and manage your workflows.

Main Features

Creating a Workflow

  1. Navigate to Workflows: Click on the "Workflows" tab in the sidebar.
  2. Create New Workflow: Click on the "Create Workflow" button to start a new workflow.
  3. Add Nodes: Use the drag-and-drop interface to add nodes to your workflow. Nodes represent tasks or actions in your workflow.
  4. Configure Nodes: Click on a node to configure its settings, such as selecting a service or setting parameters.

Editing a Workflow

  1. Select a Workflow: Click on an existing workflow from the list to edit it.
  2. Edit Nodes: Click on any node to modify its settings. You can change parameters, add new nodes, or remove existing ones.
  3. Save Changes: After making changes, click the "Save" button to update your workflow.

Running a Workflow

  1. Enable Workflow: Ensure your workflow is enabled by toggling the switch in the workflow header.
  2. Run Now: Click the "Run Now" button to execute the workflow immediately.

Managing Workflows

  1. Delete Workflow: To delete a workflow, click the trash icon in the workflow header. Confirm the deletion by typing the workflow name.
  2. Copy Workflow Link: Use the link icon to copy the workflow URL to share it with others.

Advanced Features

Workflow Sidebar

  • Field Configuration: Use the sidebar to configure fields for each node. Fields can be strings, numbers, dates, etc.
  • Reset Node: If you need to revert changes to a node, use the "Reset Node" button.

Command Palette

  • Add Services: Use the command palette to quickly add services to your workflow. Open it by clicking the "Add Node" button.

Tutorials

Creating a Complex Workflow

  • Step 1: Start by creating a new workflow and adding a trigger node.
  • Step 2: Add multiple action nodes that depend on the trigger.
  • Step 3: Configure each node with the necessary parameters and services.
  • Step 4: Test the workflow by running it and checking the results.

Integrating Third-Party Services

  • Step 1: Navigate to the "Services" tab and select the service you want to integrate.
  • Step 2: Follow the prompts to authenticate and connect the service.
  • Step 3: Use the connected service in your workflows by adding it as a node.

Troubleshooting

  • Validation Errors: Ensure all required fields are filled out correctly. Errors will be highlighted in red.
  • Connection Issues: If nodes are not connecting, check the node settings and ensure all parameters are correctly configured.

Support

For further assistance, please contact our support team.

Thank you for using the LinkIt!