Defining in Automation Step
For each automation task, a step or multiple steps need to be defined. These set the process in motion. There could be one or multiple actions within a step.
A Condition can be set to qualify running actions on this step
1. Click Setup from the Toolsbar.
2. Click on Automation > Automation Setup. Page opens and Automation list displays per type defaulting to Quicklinks.
3. Click New Automation. Form opens.
4. a. For Quick Links task, see Managing Quicklinks for details.
b. For Scheduled Automation task, see Managing Scheduled Automation for details.
c. For Record Action task, see Managing Record Action for details.
5. Click the Steps tab,
6. Click Add Step.
7. Enter value on field Step Name
8. a. If Selection = Step Condition
Screen refreshes and fields to set condition displays
- Click the Query drop down
a. Select a Field, an operator, and a Criteria
b. Toggle And or Or to add conditions, as needed
b. If Selection = No Activities
Screen refreshes and available activity types are listed as checkboxes.
a. Select Activity Types
The automation will only run on records that do not have an associated activity record of the selected type.
9. Click on Actions and select actions from the drop down.
10. Click Add Step to create additional automation step.
For Additional step, Repeat steps (7-9) as needed.
11. Click Save.
Once automation is saved, the called Action can also be opened from inside an automation.