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Quick Start Example

What You'll Learn

In this walkthrough you will:

  1. Create a new workflow in the Workflow Builder.
  2. Add a Visual Query node and connect it to a database table (tdsls040 - Sales Orders), selecting all columns.
  3. Add a UI node and connect it to the Visual Query node — this lets the end user interact with the workflow before it continues.
  4. Add an Excel Builder node to generate an Excel file from the query results.
  5. Add a Rename File node to give the output file a meaningful name.
  6. Configure the UI node by adding a Download widget and associating it with the Rename File node, so the user can download the result.
  7. Run the workflow directly from the builder and download the generated file via the UI Node Viewer.
  8. Deploy the workflow and publish it to the Library.
  9. Run the workflow from the Library as an end user would.