1. Accessing Savant and the Flow Page
When you log into Savant, you'll be directed to your organization's flow page.
2. Switching Between Flow and Templates
At the top of the flow page, you will find two tabs: "Flows" and "Templates."
Click Flows to display all the workflows included in your current workspace.
Click Templates to view Savant’s wide array of templates to help spark analytic inspiration, and to find out of the box solutions for common data manipulation needs.
3. Switching Between List View and Grid View
On the right side of the analysis page, you'll find buttons to switch between the default list view and a grid view. The list view provides a detailed representation of your analyses, while the grid view offers a more visual and concise overview.
List View
Grid View
4. Creating a New Flow
To create a new workflow, click on the New Flow button. This will open a new canvas where you can start building your analysis.
5. Flow Table Overview
In the flow view, you'll see a table containing vital information about each analysis in your current workspace. The table includes the following columns:
Flow: The name of the analysis.
Sources: The data sources used in the analysis.
Destinations: The output or destination of the analysis.
Owner: The person or entity who owns the analysis.
Modified At: The date and time when the analysis was last modified.
Last Run Date: The date of the last execution of the analysis.
6. Managing Flows
At the right-hand side of the flow table, you'll find an upside down caret icon, which provides options for managing your analyses. These options include:
Edit: Rename the analysis.
Copy: Create a duplicate of the selected analysis.
Move To Folder: Transfer an analysis to a different folder within the same workspace.
Delete: Permanently remove an analysis from your workspace.
7. Bots and Schedules
At the left-hand side of the analysis table, you’ll find a bot icon when a schedule has been configured for an individual analysis.
A Savant-purple bot icon signifies that the Bot’s schedule is enabled.
A black bot icon signifies that the Bot’s schedule has been disabled by the user.
8. Searching and Filtering Flows
To quickly find specific workflows, you can use the search bar located in the flows view. Simply enter keywords related to the workflows you're looking for. Additionally, you can use the filter button to apply specific criteria for refining your analysis list.
Search Flow
Filter Flow
9. Navigating and Creating Folders
Savant allows you to keep your workflows well-organized using folders. To navigate through existing folders, use the folder button.
Create new folders to group related analyses and maintain a structured workspace.
💡 Hint: For ease of navigation and better organization, you can sort the Flows page by hovering your cursor over any of the table header names, and a sort arrow will appear. Click on the desired header to sort the runs based on that column.
