Automation
Automation is a set of controls that perform actions based on a set of rules.
Preliminar concepts.
Each rule is composed of:
| Field | Description | Required | |||
|---|---|---|---|---|---|
|
Order |
Indicates the order of the evaluation. The rules are evaluated in ascendant order. |
true |
|||
|
Name |
Rule description. |
||||
|
Events |
Available events:
|
true |
|||
|
At |
The evaluation time. Available values:
Understanding stages on automation execution:
Pre indicates the rule executes before an internal event is executed. Post indicates the rule executes after an internal event is executed. For example a rules based on "Document creation" event.
|
true |
|||
|
Exclusive |
When enabled, indicates no order rules should be executed. |
true |
|||
|
Active |
Enables or disables the rule. |
true |
|||
|
Validators |
List of validators. Each validator is a condition that must be complied. Validations are also ordered. It's a good practice to first set positions that will have more possibilities not to comply. When empty, always comply. |
false |
|||
|
Actions |
List of actions. An action is something that will be done with the node that caused the execution of the rule. Nodes types:
Example of an action, can be renaming a document immediately after creation. |
true |
Understanding Validators and Actions
The application provides a complete list of available validators and actions from the Plugins view. Application plugins' architecture helps administrators to add new features to an existing application.
By default application comes with built in plugins:
Also you can create your own plugins:
More information about how to Register a new plugin.
Creating a rule
Rules are composed of:
- General fields.
- Actions and validators definions.
A rule creation has two steps. First define the general fields, then the actions and validations definitions.
- On the top right click on
Create new rule.
- Fill in the fields.
- Click the Create button. (The application will return to the initial screen).
- Click on the
Definition icon.
- Add actions and validations according to convenience.
- Click on
- Click on
- Click on
- When finished, at the top left click on Automation rules button. (the application will return to the initial screen).
Editing a rule
Edit general parameters
- Click on
Edit rule.
- Modify the fields.
- Click on Edit button.
Edit action and validation definitions
- Click on
- Modifiy actions and validations according to convenience.
- Validations
- Click on
- Click on
- Click on
Delete validation icon.
- Click on
- Actions
- Click on
- Click on
- Click on
- Click on
- Validations
Deleting a rule
- Click on the
- Click on Delete button.
