# Articles

**URL:** https://community.easymorph.com/c/articles/9.md

[Latest](https://community.easymorph.com/latest.md) · [Categories](https://community.easymorph.com/categories.md)

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## [Moving SharePoint Online connectors from legacy authentication to interactive Microsoft Entra authorization](https://community.easymorph.com/t/moving-sharepoint-online-connectors-from-legacy-authentication-to-interactive-microsoft-entra-authorization/6625)

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**Author:** [@olysak](https://community.easymorph.com/u/olysak)\
**Replies:** 0\
**Last updated:** [April 14, 2026, 5:02pm UTC](https://community.easymorph.com/t/moving-sharepoint-online-connectors-from-legacy-authentication-to-interactive-microsoft-entra-authorization/6625 "2026-04-14T17:02:26Z")

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Moving SharePoint Online connectors from legacy authentication to interactive Microsoft Entra authorization Why this is necessary Microsoft is retiring legacy SharePoint authentication based on IDCRL. As of April 14, 202…

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## [About the Articles category](https://community.easymorph.com/t/about-the-articles-category/895)

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**Author:** [@dgudkov](https://community.easymorph.com/u/dgudkov)\
**Replies:** 0

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This category is intended for long articles on best practices of using EasyMorph and doing data preparation in general. Anyone can post here but all posted articles will be subject to moderator approval. If you're not s…

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## [What's new in EasyMorph v5.9](https://community.easymorph.com/t/whats-new-in-easymorph-v5-9/5900)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 14\
**Last updated:** [October 13, 2026, 1:07pm UTC](https://community.easymorph.com/t/whats-new-in-easymorph-v5-9/5900 "2026-10-13T13:07:31Z")

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Version 5.9 is here, and it’s packed with exciting updates and new features. You can download EasyMorph Desktop v5.9 right now by heading to the downloads section of the EasyMorph website. EasyMorph Server v5.9 is also…

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## [Adding Okta identity provider via OpenID Connect](https://community.easymorph.com/t/adding-okta-identity-provider-via-openid-connect/6819)

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**Author:** [@oleksii.bespalov](https://community.easymorph.com/u/oleksii.bespalov)\
**Replies:** 0\
**Last updated:** [October 13, 2026, 2:55am UTC](https://community.easymorph.com/t/adding-okta-identity-provider-via-openid-connect/6819 "2026-10-13T02:55:57Z")

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Adding Okta identity provider via OpenID Connect This article shows how to let users sign in to EasyMorph Hub with their Okta accounts, using an OpenID identity provider. This feature is available starting from version 6…

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## [Adding Keycloak identity provider via OpenID Connect](https://community.easymorph.com/t/adding-keycloak-identity-provider-via-openid-connect/6817)

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**Author:** [@oleksii.bespalov](https://community.easymorph.com/u/oleksii.bespalov)\
**Replies:** 0\
**Last updated:** [October 13, 2026, 2:55am UTC](https://community.easymorph.com/t/adding-keycloak-identity-provider-via-openid-connect/6817 "2026-10-13T02:55:46Z")

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Adding Keycloak identity provider via OpenID Connect This article shows how to let users sign in to EasyMorph Hub with their Keycloak accounts, using an OpenID identity provider. This feature is available starting from v…

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## [Connect ServiceNow to EasyMorph](https://community.easymorph.com/t/connect-servicenow-to-easymorph/6815)

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**Author:** [@roberto](https://community.easymorph.com/u/roberto)\
**Replies:** 0\
**Last updated:** [October 12, 2026, 9:39am UTC](https://community.easymorph.com/t/connect-servicenow-to-easymorph/6815 "2026-10-12T09:39:57Z")

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Connect ServiceNow to EasyMorph This guide explains how to register a ServiceNow OAuth application for EasyMorph and configure the connector. It also covers Basic authentication as an alternative. This feature is availab…

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## [How to keep HTTP integrations working while switching EasyMorph Hub to HTTPS](https://community.easymorph.com/t/how-to-keep-http-integrations-working-while-switching-easymorph-hub-to-https/6785)

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**Author:** [@olysak](https://community.easymorph.com/u/olysak)\
**Replies:** 0\
**Last updated:** [September 1, 2026, 5:39pm UTC](https://community.easymorph.com/t/how-to-keep-http-integrations-working-while-switching-easymorph-hub-to-https/6785 "2026-09-01T17:39:24Z")

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For now, EasyMorph Hub listens on a single port and speaks either HTTP or HTTPS. So when you need to switch it to HTTPS, every existing link that starts with http:// pointing to the Hub stops working (such as task reload…

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## [What's new in EasyMorph version 6.1](https://community.easymorph.com/t/whats-new-in-easymorph-version-6-1/6761)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 4\
**Last updated:** [August 27, 2026, 7:55pm UTC](https://community.easymorph.com/t/whats-new-in-easymorph-version-6-1/6761 "2026-08-27T19:55:34Z")

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We recently released version 6.1 of EasyMorph Hub and EasyMorph Desktop. There are some major new features and improvements, including: Per-user connectors - Create connectors which each user has to authenticate for …

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## [How to create API endpoints without coding](https://community.easymorph.com/t/how-to-create-api-endpoints-without-coding/4231)

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**Author:** [@dgudkov](https://community.easymorph.com/u/dgudkov)\
**Replies:** 26\
**Last updated:** [December 19, 2023, 11:35pm UTC](https://community.easymorph.com/t/how-to-create-api-endpoints-without-coding/4231 "2023-12-19T23:35:30Z")

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EasyMorph Server allows quickly creating custom web APIs without coding, with just visual drag-n-drop workflows. This dramatically simplifies and speeds up designing custom APIs. Traditionally, designing a web API used t…

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## [Microsoft Exchange Online connector migration from EWS API to Graph API (requires connector reauthorization)](https://community.easymorph.com/t/microsoft-exchange-online-connector-migration-from-ews-api-to-graph-api-requires-connector-reauthorization/6750)

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**Author:** [@andrew.rybka](https://community.easymorph.com/u/andrew.rybka)\
**Replies:** 0\
**Last updated:** [August 10, 2026, 3:38pm UTC](https://community.easymorph.com/t/microsoft-exchange-online-connector-migration-from-ews-api-to-graph-api-requires-connector-reauthorization/6750 "2026-08-10T15:38:38Z")

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The Microsoft Exchange Online connector now supports the Microsoft Graph API. Exchange Web Service (EWS), previously used by the connector, will be discontinued by Microsoft in October 2026. New Exchange Online connector…

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## [How to Create and Use Custom Actions in EasyMorph Desktop and EasyMorph Hub](https://community.easymorph.com/t/how-to-create-and-use-custom-actions-in-easymorph-desktop-and-easymorph-hub/6739)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 0\
**Last updated:** [July 28, 2026, 11:09am UTC](https://community.easymorph.com/t/how-to-create-and-use-custom-actions-in-easymorph-desktop-and-easymorph-hub/6739 "2026-07-28T11:09:58Z")

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Custom actions are one of the biggest new features introduced in EasyMorph version 6. The ability to create your own actions which can then be used in EasyMorph workflows offers lots of benefits, including: Making log…

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## [How to Automate Tasks by Using Conditional Actions](https://community.easymorph.com/t/how-to-automate-tasks-by-using-conditional-actions/6726)

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**Author:** [@alexvetter](https://community.easymorph.com/u/alexvetter)\
**Replies:** 0\
**Last updated:** [July 7, 2026, 1:53pm UTC](https://community.easymorph.com/t/how-to-automate-tasks-by-using-conditional-actions/6726 "2026-07-07T13:53:34Z")

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Data preparation workflows are a core part of a data team’s day to day. But the real value of these workflows is not how you process data, it’s the automation that allows you to decide what to do with it. Rather than cr…

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## [Use lookup tables instead of multiple nested “IF” statements](https://community.easymorph.com/t/use-lookup-tables-instead-of-multiple-nested-if-statements/6718)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 3\
**Last updated:** [July 2, 2026, 12:24pm UTC](https://community.easymorph.com/t/use-lookup-tables-instead-of-multiple-nested-if-statements/6718 "2026-07-02T12:24:12Z")

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Every now and then I come across a customer who has created an EasyMorph expression comprising a large number of “IF” statements or functions nested inside each other. Something like this: if(\[ProductGroup\]="Chess", "Bo…

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## [Transitioning to v6.x.x from v5.x.x Hub: Active Directotry and Kerberos](https://community.easymorph.com/t/transitioning-to-v6-x-x-from-v5-x-x-hub-active-directotry-and-kerberos/6692)

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**Author:** [@olysak](https://community.easymorph.com/u/olysak)\
**Replies:** 0\
**Last updated:** [June 9, 2026, 5:27pm UTC](https://community.easymorph.com/t/transitioning-to-v6-x-x-from-v5-x-x-hub-active-directotry-and-kerberos/6692 "2026-06-09T17:27:50Z")

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In previous versions, EasyMorph Hub used the Windows HTTP.sys stack for Windows/AD sign-in. In many environments this made Kerberos work implicitly through the server machine account, especially when Hub was accessed by …

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## [How to send notifications to Microsoft Teams using Teams Bot](https://community.easymorph.com/t/how-to-send-notifications-to-microsoft-teams-using-teams-bot/5138)

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**Author:** [@dgudkov](https://community.easymorph.com/u/dgudkov)\
**Replies:** 14\
**Last updated:** [June 5, 2026, 9:26am UTC](https://community.easymorph.com/t/how-to-send-notifications-to-microsoft-teams-using-teams-bot/5138 "2026-06-05T09:26:41Z")

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Starting from version 5.7, it's possible to send notifications from EasyMorph to Microsoft Teams using EasyMorph Bot for Teams (or a custom Teams bot). The bot can only send messages to the specified channel. It can't …

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## [Transitioning to v6.x.x from v5.x.x Hub: A unified system folder](https://community.easymorph.com/t/transitioning-to-v6-x-x-from-v5-x-x-hub-a-unified-system-folder/6685)

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**Author:** [@olysak](https://community.easymorph.com/u/olysak)\
**Replies:** 0\
**Last updated:** [June 4, 2026, 7:50pm UTC](https://community.easymorph.com/t/transitioning-to-v6-x-x-from-v5-x-x-hub-a-unified-system-folder/6685 "2026-06-04T19:50:57Z")

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In previous versions, EasyMorph Hub kept its data in two places at once. Some data (your spaces, tasks, Explorer) lived in the 'system folder' you could configure, while the rest - server settings, the encrypted credenti…

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## [Tree edge list expansion](https://community.easymorph.com/t/tree-edge-list-expansion/6570)

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**Author:** [@Sir-McNeil](https://community.easymorph.com/u/Sir-McNeil)\
**Replies:** 6\
**Last updated:** [March 9, 2026, 2:21pm UTC](https://community.easymorph.com/t/tree-edge-list-expansion/6570 "2026-03-09T14:21:45Z")

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As part of several projects, I need to expand a tree structure, e.g.: node 0 node 1 node 2 node 4 node 5 node 3 node 6 node 7 I use the following terminology: root node: node without parent (0) internal …

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## [Webinar handouts: How to Automate Manual Work in Excel Without Coding (Part 1)](https://community.easymorph.com/t/webinar-handouts-how-to-automate-manual-work-in-excel-without-coding-part-1/6542)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 0\
**Last updated:** [January 29, 2026, 4:59pm UTC](https://community.easymorph.com/t/webinar-handouts-how-to-automate-manual-work-in-excel-without-coding-part-1/6542 "2026-01-29T16:59:40Z")

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Yesterday we held our latest webinar covering how EasyMorph is the perfect companion to Excel. During the webinar I ran through a basic scenario of how you can use EasyMorph to automate generating a monthly report. The s…

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## [Using EasyMorph to automate more than just data prep](https://community.easymorph.com/t/using-easymorph-to-automate-more-than-just-data-prep/6523)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 8\
**Last updated:** [January 28, 2026, 3:46pm UTC](https://community.easymorph.com/t/using-easymorph-to-automate-more-than-just-data-prep/6523 "2026-01-28T15:46:34Z")

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We often think about EasyMorph workflows as being all about preparing data. Exporting it en masse from multiple sources; cleansing, merging and transforming it as needed; before loading it into our chosen BI or reporting…

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## [Troubleshooting Tips for Call Python Action](https://community.easymorph.com/t/troubleshooting-tips-for-call-python-action/6304)

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**Author:** [@vlad\_dzhos](https://community.easymorph.com/u/vlad_dzhos)\
**Replies:** 0\
**Last updated:** [August 14, 2025, 3:50pm UTC](https://community.easymorph.com/t/troubleshooting-tips-for-call-python-action/6304 "2025-08-14T15:50:29Z")

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Below are some common issues you may encounter when using the Call Python action, along with its current limitations. This initial release in v5.9.7 is primarily focused on interoperability with standard Python (CPython…

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## [Extracting data from complex text reports](https://community.easymorph.com/t/extracting-data-from-complex-text-reports/6355)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 1\
**Last updated:** [September 11, 2025, 7:09am UTC](https://community.easymorph.com/t/extracting-data-from-complex-text-reports/6355 "2025-09-11T07:09:58Z")

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For those too young to remember what AS/400 was, it was a computer ecosystems produced by IBM which became extremely popular in the late 1980’s and 1990’s. They were famous for their reliability, security and user interf…

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## [The EasyMorph Data Quality Toolkit (and data contracts)](https://community.easymorph.com/t/the-easymorph-data-quality-toolkit-and-data-contracts/6324)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 6\
**Last updated:** [September 6, 2025, 12:50am UTC](https://community.easymorph.com/t/the-easymorph-data-quality-toolkit-and-data-contracts/6324 "2025-09-06T00:50:28Z")

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Data quality is a huge problem for just about every business. Human beings make mistakes. Business systems don’t always validate the data on entry. Data transformation logic might not account for every possible scenario …

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## [Incremental Loading of Data (and the "Skip if unchanged" action)](https://community.easymorph.com/t/incremental-loading-of-data-and-the-skip-if-unchanged-action/6354)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 0\
**Last updated:** [September 5, 2025, 1:24pm UTC](https://community.easymorph.com/t/incremental-loading-of-data-and-the-skip-if-unchanged-action/6354 "2025-09-05T13:24:33Z")

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Incremental loading of data is a term which refers to extracting and processing only data which is new or has changed. Doing this is a “no-brainer” as my American friends would say. Why waste all that time and processing…

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## [Advanced EasyMorph Expressions](https://community.easymorph.com/t/advanced-easymorph-expressions/6275)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 3\
**Last updated:** [August 1, 2025, 9:35am UTC](https://community.easymorph.com/t/advanced-easymorph-expressions/6275 "2025-08-01T09:35:33Z")

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In version 5.9.6 of EasyMorph we added the expression generator. Simply enter a description of what you want an expression to do and EasyMorph’s cloud based AI will attempt to write the expression for you. If you want to…

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## [Building EasyMorph Server Boards - A step-by-step guide](https://community.easymorph.com/t/building-easymorph-server-boards-a-step-by-step-guide/6237)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 1\
**Last updated:** [July 4, 2025, 4:36am UTC](https://community.easymorph.com/t/building-easymorph-server-boards-a-step-by-step-guide/6237 "2025-07-04T04:36:08Z")

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Explorer Boards are a unique feature of EasyMorph Server, providing highly customisable homepages for both technical and non-technical users to monitor, manage and collaborate on just about any data or business process. …

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## [How to query Stripe API with pagination](https://community.easymorph.com/t/how-to-query-stripe-api-with-pagination/6025)

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**Author:** [@dgudkov](https://community.easymorph.com/u/dgudkov)\
**Replies:** 0\
**Last updated:** [February 16, 2025, 5:32am UTC](https://community.easymorph.com/t/how-to-query-stripe-api-with-pagination/6025 "2025-02-16T05:32:08Z")

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Here is an example of how to query Stripe's API with pagination. :exclamation: The example uses the "Repeat" action, which is an advanced action. If you're new to EasyMorph, understanding the action might require a bit…

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## [Modifying parameters mid workflow](https://community.easymorph.com/t/modifying-parameters-mid-workflow/6005)

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**Author:** [@mattf](https://community.easymorph.com/u/mattf)\
**Replies:** 0\
**Last updated:** [February 13, 2025, 1:34pm UTC](https://community.easymorph.com/t/modifying-parameters-mid-workflow/6005 "2025-02-13T13:34:45Z")

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A very common question asked both on the EasyMorph Community and to our support email is about whether it is possible to set the value of a parameter mid workflow. Most people go looking for a “Modify parameter” action …

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## [How to perform OAuth Client Credentials Flow](https://community.easymorph.com/t/how-to-perform-oauth-client-credentials-flow/3952)

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**Author:** [@olysak](https://community.easymorph.com/u/olysak)\
**Replies:** 1\
**Last updated:** [December 13, 2024, 8:03pm UTC](https://community.easymorph.com/t/how-to-perform-oauth-client-credentials-flow/3952 "2024-12-13T20:03:56Z")

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EasyMorph does not support OAuth Client Credentials Flow out of the box (UPDATE - supports, see below) , but since this flow is rather minimalistic, you can get by with using basic Web request / Parse JSON actions. To o…

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## [Getting started with boards in EasyMorph](https://community.easymorph.com/t/getting-started-with-boards-in-easymorph/5139)

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**Author:** [@dgudkov](https://community.easymorph.com/u/dgudkov)\
**Replies:** 1\
**Last updated:** [October 5, 2024, 2:56am UTC](https://community.easymorph.com/t/getting-started-with-boards-in-easymorph/5139 "2024-10-05T02:56:32Z")

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Here is a quick guide to help you get started with boards in EasyMorph until we add a proper article on Explorer boards to our tutorial. Boards can be created and viewed in Desktop and Server in version 5.7 or above. Th…

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## [Getting started with work automation in EasyMorph](https://community.easymorph.com/t/getting-started-with-work-automation-in-easymorph/5653)

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**Author:** [@dgudkov](https://community.easymorph.com/u/dgudkov)\
**Replies:** 0\
**Last updated:** [October 5, 2024, 2:48am UTC](https://community.easymorph.com/t/getting-started-with-work-automation-in-easymorph/5653 "2024-10-05T02:48:10Z")

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In version 5.8, we've added a new major Server feature - a built-in issue tracker that enables work automation. With the new feature, it is now possible to automate business processes and routines that require a human de…

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