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This guide will show you how to provision users and groups from Okta in Tonkean. Note that this walkthrough assumes you already have an Okta directory up and running.If you don’t already have an Okta account, create one here. Create an ApplicationTo connect to Okta from an external service, we need...
New FeaturesSolutions StudioField label - Added the option to define a field’s display label for end users in the following screens and functions: business reports, scheduled reports, forms, and My Items box. The following new formulas were added: Encode to Base64 Decode to Base64 Is Boolean Is D...
New FeaturesSolutions StudioThe following formulas have been added: Field Group Take Not Empty Format Full Name OCR Conversion workflow action added.FormsUsers can now choose and create update forms from other modules within the same solution. Collect inner items form - Add the ability to customiz...
New FeaturesSolutions StudioUpload Files action - Allows users to select a source and a destination storage provider. Skip action - New action that skips an action block if specified conditions aren’t met.FormsAdded new Upload File form, which enables users to upload files when completing forms. Add...
IntroductionThe Tonkean no-code platform enables business operations teams to become self-sufficient in creating automation under the guidance, supervision, and control of IT professionals. This allows the business and process experts to focus on the true end-to-end process flows without becoming b...
Goals Create and use matched entity Create and use form to initiate process Be able to Test items Be able to sort through history Certification and walkthroughModule pre-work: Check to see that the Data Sets for Email-Name and Email-Team are in the Enterprise Components section, or manually cr...
GoalsTo plan out an onboarding and training plan for new users to Tonkean. To have an environment ready to deploy to each customer to “fill in” but also get certified.Tonkey Level 1 Create and Deploy Modules Add a Data and Communication Components Create a basic flow Assign themselves on Live...
If you use Okta and want to enable your users to only login to the Tonkean platform via Okta SSO, please follow these instructions. Note, you will need to be an admin within Okta and in Tonkean to enable this feature. Contents Supported Features Requirements Configuration Steps Notes Supporte...
We’re always working hard to make the Tonkean platform more powerful and easier to use. Here are a few of the big improvements we made this month.Form Builder Has A New Look Connect Multiple Communication Tools Bring Continuous Forms to Slack Live Report - Toggling Between Environments Dropdown Fiel...
Struggling to get sales reps updating their opportunities in SFDC? Or as a Sales Manager are you tired of consistently having to reach out to your team to ensure everything in Salesforce is accurate? See how Tonkean can make opportunity monitoring simple and pain-free for all parties involved.
I'm a Maker of a Tonkean module that requires having sensitive data such as SSN be part of the input source and is utilized all throughout. This leaves me vulnerable as other users would be able to view data that they shouldn’t otherwise have access to. I'm looking for best practices on how I can se...
What’s new in June? We’re always working hard to make the Tonkean platform more powerful and easier to use. Here are a few of the big improvements we made this month. History UI Redesign Encrypted Fields Continuous Forms Conditions Redesign Import Form Answers Features: Redesign History...
I use a few different pieces of software for writing and marketing that I’d like to get synced up with Tonkean so my writers can have all the right information at the right time without them bugging me. Is there a place where we can submit requests for new integrations?
Depending on how many bots you have in your project, you might see the Bot Workers page as being messy and disorganized. I’m looking to get some thoughts from people to determine which way we should design the organization of bots. Please take the poll below! Are there any other options we are missi...
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