OL Connect Workflow 2023.2 Help

We've got you covered with a variety of how-to's, feature overviews, and best practices to help you tackle everyday tasks with heroic enthusiasm.

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OL Connect Workflow2023.2 Help

We've got you covered with a variety of how-to's, feature overviews, and best practices to help you tackle everyday tasks with heroic enthusiasm.

Introduction

Workflow is a set of buildings blocks that enable you to build customized automated processes that fit your environment.

Installation

Check the system requirements and environment considerations and follow these steps to install OL Connect Workflow.

Processes

Design Workflow processes to produce various types of data outputs that will be used by different devices and applications.

Tasks

Explore and choose from an extensive collection of tasks or 'plugins': ready-to-use building blocks for your Workflow processes.

Data

Data is what drives your business. Discover how your data is at the heart of every Workflow process.

Preferences

Customize the appearance and behavior of the Workflow application and plugins.

Additional resources

OL Connect Help

Create templates, data models and print presets for customized, multi-channel output (email, print and web pages) with OL Connect Designer and DataMapper.

Learn

Read our latest and greatest blog posts, follow hands-on tutorials and visit the user forum for tips and tricks to help you get the most out of OL Connect.

Walkthroughs

Follow these step-by-step walkthroughs with accompanying data samples to get introduced to the basic functionality of OL Connect products at your own pace.

Support

The Upland Support team is dedicated to helping our customers succeed by providing timely resolutions to your issues and questions. You can submit a case via Community or call Support.

Community

In the Upland Community, you can find information on product releases, submit and track support cases, sign up for notifications, post and reply to forum topics, and learn about training and webinars.