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NOVEMBER—Workflow Automations, Users & Teams, Asset Imports

· 2 min read

Help Center updates for November 2024:

  • New We added a new section about Workflow Automations, new articles about users and teams, and a guide to bulk importing assets from a CSV or Microsoft Excel file.
  • Updated We updated the section about Meters and the documentation for the SAP ECC6 and Microsoft Power BI integrations.

Read more to get the full list of updates…

New Articles​

Workflow Automations​

We've added a new section about workflow automations. Learn how to use workflow automations to build custom workflows in MaintainX. A workflow automation triggers actions when a meter reading meets conditions that you specify.

The following new articles are available:

Users and Teams​

We've added new articles about users and teams. Learn how to create and manage users, manage teams and more in MaintainX.

The following new articles are available:

Importing Asset Data​

You can now import assets into a MaintainX organization from a CSV or Microsoft Excel (XLS, XLSX) file. We added a new article that explains how to import your asset data.

The following new articles are available:

Updated Articles​

Meters​

It's now possible to use workflow automations for a manual or an automated meter, so we've updated our meter articles to include the different types of meters.

The following articles are updated:

SAP ECC6 Integration​

We updated the SAP ECC6 integration docs with instructions for adding an outbound parameter and a message type for vendors.

Power BI Integration​

We updated the Microsoft Power BI integration query reference with instructions for adding a date range to queries that support it.