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Developer Guide
Users And Roles
Users And Roles
Last Updated: Mar 8, 2023
Articles
Getting Started
About JIFFY.ai
Introduction To Apps
Multitenancy Architecture
Infrastructure Requirements
Development Server
Production Server
Jiffy Client
Installation Steps
Jiffy Upgrade from 4.7.X to 4.10.1
Jiffy Upgrade from 4.9.X to 4.10.1
Jiffy Installation
Jiffy Bot Installation
Jiffy Bot Upgrade
Jiffy Cloud
Sub-processors
Support Plan
Admin Guide
About Administrator
Root Admin Activities
Create Root User
Tenant Management
Server Settings
Tenant Admin Activities
Tenant Admin Profile
Jiffy Authentication
LDAP Authentication
SAML Authentication
Tenant Admin Settings
App Categories
Licensing
Server Settings
Application
Containers
API Tokens
Calendar Settings
Notifications
User Management
Bot Management
About Bots
Execution Bots
Developer Bots
Bot Manager
Audit Log
Audit Logs
Task Execution Logs
Bot Monitoring
Configure Alerts
Dashboards and Visualization
Elasticsearch Sizing and Configuration
Tenant Vault
Import Export
IT Activities
Start Stop Procedure
Stop Core Application Server
Start Core Application Server
Database Server
Vulnerability Report
Migration to 4.x
Developer Guide
Login to JIFFY.ai
Users And Roles
Roles
Share App with User
Change Role of User
Remove Users from App
Users and Roles - FAQs
Apps
App Categories
Create Apps
App Settings
App FAQs
Presentations
Overview of Presentation
Create Presentation
Customize Chart
Chart Properties
Component Properties
Customize Axis
Customize Presentation
Additional Options in Jiffy Table Chart
Presentation - FAQs
Presentation - Best Practices
Tasks
Overview of Task
Design a New Task
Design Studio
Execute Task
Schedule Task
Monitor Task
Tasks - FAQs
Nodes
About Nodes
Properties of Nodes
Configuration of Nodes
Data Nodes
About Data Nodes
Database
Data Table
Dataset
Dataset Insert/Update
Jiffy Select
Jiffy Insert Update
Delete Row
Unlock Row
Data Nodes - FAQs
Control Nodes
About Control Nodes
If, Else, and EndIf
Sub Task
Polling
Control Nodes - FAQs
UI Nodes
About UI Nodes
Web UI
Desktop UI
SAP UI
Java UI
Putty
Mainframe UI
Login and Logoff
Record Elements of User Interface
Design Actions
UI Controls
UI Component
UI Nodes - FAQs
Component Nodes
Task
Component Nodes - FAQs
Email Nodes
About Email Nodes
Email Browser
Email Actions
Email Sender
Email Nodes - FAQs
Miscellaneous Nodes
About Miscellaneous Nodes
Timer
REST API
File Transfer
File Explorer
Function
Random Number
Validator
Miscellaneous Nodes - FAQs
Document Processing Nodes
About Document Processing Nodes
DOC Reader
Document Processing
Excel
Hand Written Text Extraction
Document Processing Nodes - FAQs
Cognitive Nodes
About Cognitive Nodes
Upload Fileset
Upload CSV
Clear Fileset
Download CSV
Dataset Refresh
Cognitive Nodes - FAQs
G-Suite
About G-Suite
Google Docs
Google Drive
Google Sheets
G-Suite Nodes - FAQs
Connectors
About Connectors
AWS
Dropbox
Jira
MSVision
Salesforce
Slack
Twilio
Variables
About Variables
Input Variables
Local Variables
Table Definition
Mapping
Iterations
Iteration
Iteration - FAQs
Functions
About Functions
How to Use Functions
Predefined Functions
Date
Document
File
Math
General
Table
Text
UI
User Defined Functions
Connector Functions
AWS
Dropbox
JIRA
MSVision
Salesforce
Slack
Twilio
Freewheel
Adpoint
CM360
Excel Functions
G-Suite Functions
G-Docs
G-Drive
G-Sheets
Functions - FAQs
Datasets
Overview of Datasets
SQL Dataset
Overview of SQL Dataset
Create SQL Dataset
Transform SQL Dataset
Filter the Data in SQL Dataset
Combine Datasets
How are SQL Datasets Used in Tasks
CSV Dataset
Overview of CSV Dataset
Add CSV Dataset
Filter Data in CSV Dataset
Transform CSV Datasets
How are CSV Datasets Used in Tasks
Jiffy Table
Overview of Jiffy Table
Create Jiffy Table
Edit Data in Jiffy Table
Migrate Table Schema
How are Jiffy Tables Used in Task
Document Table
Overview of Document Table
Create Document Table
Edit Data in Document Table
DB Configuration
Datasets - FAQs
Datasets - Best Practices
Intelligent Document Processing
Overview of Document Processing
Design and Execute Document Processing Task
Familiarize Document
Familiarize the Document
Familiarize Table within the Document
Data Cleansing during Familiarization
Additional Options in Document Familiarization Window
Re-Familiarize
Document Functions
Handwritten Text Extraction
Task for Handwritten Text Extraction
Handwritten Text Extraction Modes
Document Processing-FAQs
Document Processing-Best Practices
Forms
Overview of Form
Design the Form
Types of Field
Field Properties
Auto-Population
Validation
Trigger Tasks
Set Calculated Fields
Form Visibility
How to Control Access to the Data
Ordering of the Forms
Forms - FAQs
Forms - Best Practices
Filesets
Clusters
Secure Vault
API References
Trigger Tasks or Operations from External Applications
Authorization to Trigger APIs
APIs
How to Do Videos
Sample Tasks
Email Automation
Excel-Web Automation
Database Automation with Polling
Data Manipulation
SAP With Login and Logoff Nodes
Troubleshooting Guide
Jiffy Client Installation
Login to JIFFY.ai Application
Web UI Node
Document Processing
Email Nodes
Excel Node
Google Nodes
Data Node
Miscellaneous Node
SAP UI Node
Function
Task
Dataset
User and Role
Mapping
App
API
Admin Issues
Desktop UI Nodes
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