Halosight / Accounts setup
Demo
DELIVERY-1824 · Exploration 03

Accounts setup

Two journeys. Thirteen component options.

New alternative · v4 composable import & export →

B · Continued maintenance

Account workspace

Change mappings, check examples and review changes.

Account workspace
A · First setup

Guided setup

Set up a source, mappings and updates.

Guided setup
Recommended combination

Start with Account workspace: M1 table, compact formulas and A2 suggestions. Guided setup remains available for first setup.

01 · Automatic updates

S1 · Simple switchCurrent and pending side by sideS2 · Two choicesManual imports or automatic updatesS3 · LifecycleFirst import and ongoing changes

02 · Field mapping

M1 · Three columnsHalosight, import, export→M2 · Direction tabsBoth directions always summarized→M3 · Expand a rowEdit without a permanent sidebar→

03 · Formula building

F1 · Value mappingTranslate, combine, fallback, fixed→F2 · ConditionsIf, then, otherwise→F3 · Rule tableTest, reorder and set a fallback→F4 · Raw JSONataWrite an expression and test the result→

04 · AI assistant

A1 · Recommendation inboxReview a selected batch→A2 · Suggestions in rowsCurrent → suggested, beside the field→A3 · Focused inspectorOne proposal at a time→