No-Code Platform Reference Guide

No-Code Platform Reference Guide

This collection of documents serves as a reference manual for the No-Code Platform. The documents below outline the features and functionality of all the pages within the no-code application. These documents are here for review to provide the user with an overview of each page or feature.

The folder structure below mirrors the homepage and navigational menu structure found on the platform. Each category folder contains the documents for the correlating pages

The homepage as seen on the No-Code Platform

Combined with our other two document collections, our documentation provides the user with a full understanding of the No-Code Platform:

  • Business Process User Guide is used to introduce the concepts and building blocks of the No-Code Platform
  • EASYProcess No-Code Training Guide offers the user step by step examples and demonstrations
  • This Reference Guide introduces specific pages and features as well as the use of them.

Revision History



Revised By

Revision Notes

9/18/2023 - 9/29/2023

198 - 230

Molly Dunn

  • Created the first draft of the reference manual with screenshots of all the current pages.
  • Updated documentation for MDM Process page to reflect - changes.

10/2/2023 - 1013/2023

231 - 243

Molly Dunn

  • Email Templates have been added to Processes with a new section in MDMProcessHome. They can be added, edited, and deleted from this page.
  • Documentation for MDMProcessHome and design data canvas has been updated

10/16/2023 - 10/20/2023

244 - 255

Molly Dunn

  • Implemented action area saving for form actions.
  • Using a Lookup property now filters the widgets shown in the dropdown to widgets. Using the textbox or textarea control type from non-static properties now filters the widgets shown in the dropdown to widgets.
  • Documentation was updated to show form action changes

10/23/2023 - 10/27/2023

256 - 269

Molly Dunn

  • Updated the menu descriptions to include proper spacing.
  • Documentation screenshots were updated to reflect menu descriptions and the change to entity and entity relations.

10/30/2023 - 11/3/2023

270 - 276

Molly Dunn

  • Added Audit feature and Audit search into documentation.

11/6/2023 - 11/10/2023

277 - 281

Molly Dunn

  • Renamed references from MDM to Business Process and BP internally and on the No Code IDE.
  • The form services will now show updated Outputs when new properties are added to the form.
  • The documentation was updated to reflect the change from MDM to Business processes.

11/13/2023 -


282 - 288

Molly Dunn

  • Added a widget on the form status to attach an email template to it.
  • Added a help icon in the No Code IDE to navigate users to the EPDocs and is based on what IDE page they are on.
  • Updated documentation to show the form status and help icon additions.
  • These additions were noted for the Documents page documentation.

11/20/2023 - 12/01/2023

289 - 294

Molly Dunn

  • Updated screenshots to reflect changes on the Process Canvas.

12/04/2023 - 12/15/2023

295 - 305

Molly Dunn

  • Updated images and descriptions to capture the logic canvas changes
  • Updated images to incorporate hand icons that have been added
  • Updated documentation to incorporate the “Validation” addition
  • Updated images to include new Workflow Status Connection Context Menu
  • Updated documentation to include Action Area
  • Updated to include Field Actions on the workflow canvas
  • Minor data designer changes
  • Updated all images to show the environment switcher icon that has been added

12/18/2023 - 12/22/2023

306 - 312

Molly Dunn

  • Updated to add a new widget that shows form selection, field selection, and event selection from the Field Action statuses.
  • Updated to include form subgroup changes.

12/25/2023 - 12/29/2023

313 - 316

Molly Dunn

  • Updated to include Business Process Logs page and all logs icon updates.
  • Orchestrations page

1/1/2024 - 1/5/2024

317 - 324

Molly Dun

  • Made a logic canvas update. The drop action now allows dropping on the connection point when there is already a connection attached to the point.
  • Resolved promotion and demotion bugs.
  • Entity editor/designer updates to display the property description and column name.
  • Renamed the terminate status to “Completed” for No Code workflows.
  • Resolved invalid path for EASYProcess Icon on the Workflow canvas.
  • Updated workflow canvas properties.
  • Updated the Entity Lookup to resolve a bug.
  • Updated the Edit Entity widget.

1/8/2024 - 1/19/2024

325 - 326

Molly Dunn

Version 325:

  • Reuploaded “Import” widget to fix a controller bug.

Version 326:

  • The @IsCollection property found in recommended output is now hidden in all cases.
  • No documentation changes were needed based on these updates.

1/15/2024 - 1/19/2024

327 - 329

Molly Dunn

Version 327:

  • Updated the Snowflake parameter.

Version 328:

  • Updates so saving a JDE entity will now set the system code and table code values to blank if the JDE entity is not UDC.

Version 329:

  • Setup server topology to allow system administrators to assign tenants to different app servers.
  • No documentation changes were needed based on these three version updates.