Courses

Designed for Perfion users and consultants who want to learn how to use Actions to automate processes, work with data, and build more advanced workflows within Perfion.

• Understand what Perfion Actions are and where they’re used
• Navigate the Actions interface and create and run your first Actions
• Work with the different Action types
• Apply basic debugging and logging techniques
• Read and process data from files using SELECT commands
• Retrieve data using the Perfion API
• Build generic SELECT queries with filtering, WHERE, and ORDER BY
• Format values and multi-value fields
• Import data into Perfion using Actions
• Export and format data for external use
• Use JOIN syntax in Perfion Query
• Combine data from multiple tables and sources
• Build complete workflows tying the concepts together

By the end of the series, you’ll have a solid foundation for creating and troubleshooting Perfion Actions and building automated workflows that support real business processes.

Designed for Perfion users and consultants who already have a solid understanding of Actions and want to build more advanced, modular, and automated workflows.

• Work with different variable types and their scope
• Use system variables within Actions
• Apply C# scripting to extend Action functionality
• Use common scripting patterns in real-world scenarios
• Break complex workflows into reusable sub-actions and modules
• Pass parameters between Actions
• Structure larger, more complex automated workflows
• Apply advanced filtering with SELECT commands
• Work with expressions and the HAVING clause
• Use advanced and unique SELECT patterns
• Retrieve data from external systems via REST and OData APIs
• Configure and work with FTP connections
• Upload and download files through FTP
• Implement error handling and retry logic

By the end of the series, you’ll design more sophisticated Actions, integrate external systems, and use scripting and advanced query techniques for complex business requirements.