How-to Guides
Step-by-step guides for common tasks in Vince Platform and its integrations.
| Guide | Description |
|---|---|
| Infor | Guides for Infor M3, ION, and Infor OS - grid/router configuration, triggering workflows from M3, and monitoring Data Lake usage |
| Combine M3 API Calls | Bundle multiple Infor M3 API calls into a single synchronous REST call that returns clean, readable JSON |
| Export REST API Data to VXL Live | Pull data from any REST API into Excel through a VXL Live workflow |
| Error Handling Deep Dive | Use executionKeys and customStatus to make every execution findable and define what "success" means |
| Workflow Architecture 101 | The trigger → transform → publish mental model and the proven workflow shapes to start from |
| JSONata Masterclass | Structure complex Transform expressions with blocks, variables, helper functions and defensive patterns |
| REST API in Practice | End-to-end stories: connections, body path, paging with For each, Skip if expression, status checks, file downloads |
| Triggers in Depth | Choose the right trigger and react precisely to records being created, updated or deleted in a table |
| Email a Run Summary | Compute counts, totals and failures in a Transform and email a readable report at the end of a run |
| Templating Reference | Plain-language guide to {{ }} placeholders and helpers for URLs, request bodies, and email templates |
| $context Reference | Everything under $context: trigger input, earlier steps by ID, the user, the tenant, the run ID, and environment connections and variables |
| Receive, Transform and Send XML | Convert XML to JSON, reshape it, and convert it back to XML before sending it on |
| Microsoft Teams Notifications | Post an Adaptive Card to a Teams channel or chat through a Teams Workflows webhook |
| Designing Tables | Think in documents, not joins: embed related data, choose primary keys, and know when to split |
| Static IP | Reach on-premises or firewalled systems from Vince Platform using a shared or dedicated static IP address |