This is document that This has to be created when setting up an Automation Task. The fields on the form will change depending on the Automation Type selected.
Note that Automation Action need to be created first before defining an Automation for them.
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How to Add an Automation Task
1.
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Click Setup from the
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Toolsbar.
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2.
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Click on Automation > Automation Setup
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. Page opens and Automation list displays per type defaulting to Quicklinks.
3. Click New Automation. Form opens.
The Automation type or Trigger selected on the drop down
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is the default type. This can be changed inside the form.
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In the Automation Type, select where the automation will be invoked:
Quick Link - from the record via the quick link button
Scheduled Action – by a scheduled process.
Record Action - by a change of a record mode
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5. Enter the Automation Name
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Select the Module from the selection drop down
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7.
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Toggle Status
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. Active is default.
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8.
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Select frequency , Daily, Weekly, Monthly, Yearly
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If Enter SQL Statement is chosen :
Type SQL Statement on Selection Value field
If Select Saved Search is chosen:
Click Selection Value arrow to open the selection dialog box. Select aSave search from the list.
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If Others users, type a valid email address on the field.
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Sends completion mail
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Even though there is a Restrict to field, the Administrator has access to all these Automation actions a. For Quick Links task, see Managing Quicklinks for details.
b. ForAutomation TypeScheduled Automation task, see Managing Scheduled Automation for details.
c. For Record Action task, see Managing Record Action for details.
9. Proceed with Adding Steps, see Defining an Automation Step for details.
9. Click Save.