Automation
Automation is a set of controls that perform actions based on a set of rules.
Preliminary concepts.
Each rule is composed of:
Field | Description | Required | |||
---|---|---|---|---|---|
Order |
Indicates the order of the evaluation. Rules with lower order. |
true |
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Name |
Rule description. |
||||
Events |
Available events:
|
true |
|||
At |
The evaluation time. Available values:
Understanding stages on automation execution:
Pre indicates rule execution before an internal event is executed. Post indicates rule execution after the internal event is executed. For example, a rule based on the "Document creation" event.
|
true |
|||
Evaluation |
Whether all automation validations should evaluate to true or just one of them. For example, if you have two validations like "NameMatches" and "PathContains", if the evaluation is set to "AND", both conditions must be met. If it is set to "OR", only one needs to be true. |
true |
|||
Exclusive |
When enabled, indicates no other 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 with. Validations are also ordered. It's a good practice to place first the validations that are more likely to fail. When empty, always comply. |
false |
|||
Actions |
List of actions. An action is something that will be done to the node that caused the execution of the rule. Node types:
An 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 in the Plugins view. The application's plugin architecture helps administrators add new features to the application.
By default, the application comes with built-in plugins:
You can also 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 definitions.
Creating a rule has two steps. First define the general fields, then the action and validation definitions.
- In the top right, click on
Create new rule.
- Fill in the fields.
- Click on the Create button. (The application will return to the initial screen.)
- Click on
Definition icon.
- Add actions and validations according to convenience.
- Click on
Add validation icon.
- Click on
Add action icon.
- Click on
- When finished, at the top left click on the 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
Definition icon.
- Modifiy actions and validations according to convenience.
- Validations
- Click on
Add validation icon.
- Click on
Edit validation icon.
- Click on
Delete validation icon.
- Click on
- Actions
- Click on
Add action icon.
- Click on
Edit action icon.
- Click on
Delete action icon.
- Click on
- Validations
Deleting a rule
- Click on
Delete rule.
- Click on Delete button.