Sara

Rulex Platform allows you to access the content of a Microsoft Outlook account by connecting to Microsoft Graph APIs. This means that you can import the attachments of an Outlook email directly into Rulex Platform, and this allows you to save up time and streamline your working process. Just follow these simple steps to register your Microsoft Graph APIs and connect MS Outlook to Rulex Platform: Prerequisites To call Microsoft Graph, an Azure application must obtain an access token from the Microsoft identity platform. This access token includes information about whether the app is authorized to access Microsoft Graph on behalf of a signed-in user or with its own identity or not. Since the access token validity is short-lived, the identity platform gives also a refresh token, which can be later used to get a new access token without manual intervention. For security reasons, Rulex Platform allows logging in to Outlook on behalf of a user, meaning that a user should sign in to the program and personally grant access to their data. This is also known as delegate access. In order to call Microsoft Graph APIs, an Azure application needs to be created and registered with the Microsoft identity platform. Procedure Open the Office 365 Admin Center using the account of a user member of the Tenant Global Admins group. Click on the Azure Active Directory (soon to be renamed into Microsoft Entra ID) link that is available under the Admin centers group in the left-side tree view of the Office 365 Admin Center. In the new browser tab that will be opened, you will find the Microsoft Azure portal. Select the Azure Active Directory section n the newly opened portal, and choose the option App registrations. In the App registrations tab, you will find the list of Azure AD applications registered in your tenant. Click the New registration button in the upper left part of the blade. Provide a name for your application and click on Register at the bottom of the blade. Now that the application is registered, it then has to grant the API permissions related to Outlook. Since Rulex Platform supports delegated access, only delegated permissions will be allowed. In particular, the necessary permissions, also called scopes, are: User.Read - Sign in and read user profile. Mail.Read - Read user mail. Mail.ReadWrite - Read and write access to user mail (useful only for export connections). Mail.Send - Send mail as a user (useful only for export connections). Parameters to interact with Rulex Platform As the application is registered and ready to interact with Rulex Platform, to configure the Outlook panel in Rulex Platform specify the following parameters: Username: the mail address whose messages need to be read. Client ID: the ID specific to the application (also known as application ID). Authentication: the authentication type. Possible values are: Interactive: users have to manually enter their mail address and password in a popup window. These credentials are used to automatically get a new pair of access token and refresh token. Refresh Token: users enter a valid refresh token to get a new access token. Tenant ID: the tenant ID of the users’ Azure subscription. If the chosen authentication type is Interactive, it will be possible to save the refresh token for later use as a secret in an Rulex Platform vault. Save Refresh Token in vault: a Rulex Platform vault resource. Secret Name: the name of the secret that will contain the new refresh token. Use then a vault variable to retrieve it and to use it for example later in a Refresh Token authentication connection type.

Hello Griz! Thank you for your feedback on documentation, None not is None produces False, there is a typo in it. The None value is meant to be an empty cell. The 'is' and the '==' operators have different functions in formulas: 'is' means equals to: this operator can be used with any attribute type, and it only returns a binary True/False value. == means equals in comparison: it is inserted automatically between the left and right side of the formula. When it is used with nominal attributes containing a None (empty) value, it returns a binary true or false as well While if you are talking about the filtering options in the Data Manager's query panel, consider that the difference between ==, != and is, not is is meaningless if both the compared attributes are nominal or binary due to the None operator properties used in Rulex Platform. I hope this helps!

Hello Griz, thank you for opening this topic on our Community. By specifying the $names parameter in the left-hand side member of the formula bar in the Data Manager task, you can bulk edit the dataset's attributes' headers. You can find more information about this specific use case on the technical documentation at the following link: Computing Formulas in the Data Manager (rulex.ai). If you need further clarification, don't hesitate to contact us! Have a wonderful weekend.

Hello Llewelyn, the corresponding documentation's page has now been updated. You can find it at the following link: Changing the source files main folder (rulex.ai) Should you need further information don't hesitate to contact us! Best, Sara

Web Application Programming Interfaces (aka web APIs) are among developer must-haves, enabling the fast integration of different software applications, the automation of repetitive tasks, and increasing scalability to access and process large amounts of data. But modern web APIs are often considered to be too complex to set up and use, and reserved only for expert software programmers. My job in Rulex is to make technical concepts accessible to all users, including web API documentation, so I had a chat with one of Rulex’s API developers, @Luca Paganin, to gain some down-to-earth shareable insight into when and how APIs are used in Rulex, and how they can help businesses. Let's start with the basics: what do web APIs offer to enterprises from a business perspective? First things first, with web APIs you can perform operations without opening the user interface. This might not seem particularly mind-blowing, but it brings many important advantages, especially for large companies, which need to perform many daily operations on a lot of data. Among these benefits, two of them play a key role: Automation: you can trigger operations to run without human intervention, which can really speed things up. Scalability: you can schedule operations to run at any time of day or night, which is particularly important in multinational companies that cross multiple time zones. These two important characteristics are strictly related: automation leads to scalability, so once the automation is set, there is no need for a physical user to launch computations on scheduled days and times. Can you give me some real-life examples? Some of our largest customers are multinational giants working on huge amounts of data. They need to automate all their processes to run frequently, so they can handle multiple operations to optimize the business process. But let me give you a specific example of a smaller client. This client had to run a business process every 8 hours to guarantee a service to their clients, bank holidays and weekends included. Initially, it was the only process they had to manage. But as the company grew, the number of services and processes increased, each one with a slightly different scheduling frequency - some ran only during weekends, others once a month. It was becoming increasingly difficult to deal with them all 24/7 (including holidays), and the company was spending more and more in overtime. They implemented web APIs to run these processes for them and drastically lowered the stress levels of many of their employees! What type of APIs are used in Rulex Platform? There are lots of different kinds of APIs, such as Webhooks, SOAP (Simple Object Access Protocol), and RPC (Remote Procedure Calls), but in Rulex we use REST APIs because they’re simple, lightweight, and easy to integrate. They’re also the most widely used APIs. Our REST APIs are used to send API requests to Rulex Platform to either perform operations or retrieve information. These operations are generally grouped into a rather unfortunately named collection of operations, called CRUD (Create, Read, Update, Delete). These CRUD operations are performed on Rulex Platform resources, which may be environments, file sources, flows, vaults, etc. For example, you can schedule the computation of a flow, which automatically returns updated client data via e-mail to business users. This sort of automation is very important when optimizing processes, as business experts can align strategy with constantly updated results, without opening the software interface or even needing to know how to use it. Is there anything else you’d like to tell us about web APIs? Well, there is an extremely important aspect we haven’t really touched on. Web APIs enable developers to open a gateway to other software applications, which is an enormous starting hurdle for so many organizations with many different software tools, which have to somehow interact and exchange data. Rulex Platform is really agile with data. We can collect and blend data from any source, perform any analysis and optimization operations our clients need, and export the results as and how they prefer. Web APIs break down all data barriers, making this possible wherever the data is stored! That’s what I love about my job: developing APIs that enable our clients to integrate Rulex Platform into their current systems. After the project is fully developed, it is rewarding to see how the implementation of APIs has had such a positive impact on businesses. Rulex Platform APIs are available in the Factory Enterprise license. To find out more about the available licenses and pricing, check out the Pricing page.

Hello Sophia, In the top-right part of the stage, you can see the icon of a binocular. If you click on it, you access the “Search” function of the Rulex Platform. By searching “Sales”, you will have a list of all the times in which that column was used in your flow, and you will be able to see where it was used, in a single view. For more information check our technical documentation Searching Tasks Have a wonderful day, Sara

Hello Llewelyn, bore da? Thank you for opening this topic on the Community! Unlike Rulex 4 Rulex Platform isn't based on a SQL working DB, so the operation you're trying to do doesn't exist. You can see the folder where everything is saved in the Settings Manager. I'm sorry to say that Rulex Platform documentation wasn't updated on this point - my bad. We will contact you as soon as the documentation page has been published. Have a wonderful day, Sara

Dragging an attribute onto the APPLY area in the query panel and choosing the function implies modifying the attribute itself replacing the original values with their output, which can only be a simple sum of the attribute dragged onto the Apply area. The query modifies the dataset’s structure. The APPLY query cannot be used to fill an empty attribute with the sum of another one’s values. The function sum(), which can be typed in the formula bar, allows you also to group the results by a certain attribute’s values. You can use it to fill any attribute with any attribute’s sum, optionally grouped by another one’s values. If you need more examples on how to use the apply panel and the sum function, follow the links to the technical documentation: Apply in the Query Panel and Sum function

Hello Llewelyn, here is the procedure to successfully add a body: Create (externally) a json file which contains the body you want to add. Import the file through an Import from Json File (json1) task. Add an Export to Json File (jsonexport1) task, link it to the existing import task and open it to: Configure the required HTTP options. Add the required response file path. Save and compute the task. Add a second Import from Json File (json2) task to the flow and configure it so that it imports the json file you have exported previously. Configure the above-mentioned (json2) task’s priority and set it at -9999, to really import what has been just exported. To know more about setting priorities on the Factory, refer to this page: Prioritizing Tasks in the Factory (rulex.ai) I am attaching a screenshot with the expected flow. Would you like to share with us more information about this issue? Remember that everything posted on this community is PUBLIC, if you're about to share sensitive values please contact us via email at: community@rulex.ai Best, Sara