EnergySys

Processes are the mechanism through which the platform manipulates data.

Understanding Processes

The platform includes a set of built-in objects that Processes use to trigger automation, send emails, attach files, and surface messages to users.

Special Platform Objects

Core concepts: how Processes work, the special objects they use, and how data flows through them.

Process Fundamentals

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Platform Overview

Signing In

Supported Browsers

Navigating Applications and Screens

Filtering Data in Screens

Managing Records in Screens

Feature Availability and Visibility

Getting Started

Integration & API

Connector Credentials Reference

Database (Measurement) Connector

Client Certificates for Connectors

Updating, Modifying, and Removing Connectors

File Connector and File Monitor

Historian Connector

Troubleshooting: HTTP 403 Forbidden

Connector Overview

Managing a Connector Installation

Remote Process Execution via Connectors

Connector Requirements and Installation

Connectors

Reporting and Data Export Overview

OData API Reference

Configuring OData Resources

Creating XML Output

Using Power Query

Connecting to OData in Excel

Retrieving Deleted Records via OData

Creating a Virtual Object without Units

OData API & Reporting

Email Security and Error Handling

Receiving Data by Email

Sending Email from Processes

Regular Expressions in Email Processing Rules

Email Integration

Processes & Automation

Importing Data

Create an Import-Merge Process

Create a Simple Import Process

Process Inputs

Process Logic Workbook

Process Notifications

Create and Configure a Process

Delete Records Using a Process

Process Outputs

Process Parameters

Filters

Configuring Process

Run a Process on a Schedule

Chain Processes in a Workflow

Control Processes

Save-Triggered Processes

Automation & Scheduling

Process Reports and Data Export

Supported Spreadsheet Functions

Clone a Screen or Process

Reports & Reference

Process History and Calculation Logs

Run and Preview a Process

Running & Monitoring

Data Model & Objects

Understanding the Data Model

Modelling Time-Based Data

Data Model Naming and Design Standards

Concepts & Standards

Creating and Applying Units of Measurement

Attribute Data Types

Selection Groups

Creating Data Validation Rules

Creating External Links in HTMLText Attributes

Attribute Configuration

Delete an Object

Creating Objects and Attributes from an Import Process

Edit an Object and its Attributes

Assess the Impact of Attribute Changes

Create Object Attributes

Create an Object

Configuring Objects

Virtual Objects

Summary Objects

Derived Objects

Administration & Security

Platform Security and Privacy

Client Certificate Authentication

ES_ Object Configuration

String Value Restrictions

Controlling Access to Process Reports with Data Security

Security

Migrating Configuration Between Instances

Enable or Disable the Email Service

Instance Configuration

Platform Hosting and Operations

Platform Operations

Audit History

Data Retention

Locking Data

Data Governance

Applications & Configuration

Application Configuration Fundamentals

Configuration Application Reference

Create a New Application

Modules

Create or Edit a Module

Applications & Modules

Screens

Create or Edit a Screen

Applying Default Filters to Screens

Details Links

Special Character Usage Restrictions

Configure the Process Execution Popup

Screens & Display

No Access Screen

User & Access Management

Setting Up Entra ID Integration

Troubleshooting SCIM Provisioning

Adding Guest Users and External Login

Configuring SCIM Provisioning

Identity & SSO

Data Security Filter Reference

Configuring User Roles

Configuring Data Security Roles

Understanding Roles and Permissions

Roles & Access Control