Defining an Automation

This is document that 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.

Step	Action	Comment
1.	Click Setup from the Module Tabs.
2.	Click on Automation > Automation Setup from the Settings pane on the left.
3.	Click on the New Automation to create a new automation	The Automation type or Trigger selected on the drop down on the right is the default type. This can be changed inside the form.
4.	Enter the Automation Name	Enter name of automation action. This name will appear in the selection list for Quick Links.
5.	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
6.	Select the Module from the selection drop down	Name of the module
7.	Toggle Status	Active is default. If its In-active, then it will not show on the list.
8.	Enable or Disable Public checkbox	If enabled, this Quick ink can be run by all users. otherwise only the Administrator can see it
9.	Click on the Restrict To field to select group/s	This field only appears when Public is checked. Only the members belonging to the groups can run the Quick link
10. A.	For Quick Links action:
	Select Automation Category.	This is helpful in organizing the automation tasks, the Quick Links in particular. Users can filter the list by category.
	*Proceed with Defining Automation Steps*.
10.B.	For Record Automation:
	Select Record Event	Save - the action will run on saving the record Create - the action will run upon Creating a new record
	*Proceed with Defining Automation Steps*.
	For Scheduled Automation:
	Enter the Run Date of the automation action
	Enter the Run Time of the automation action
	If Repeats is enabled, complete repeat setting : Select frequency , Daily, Weekly, Monthly, Yearly	Frequency is based on the Run Date.
	Click Until to open calendar and select end of run date
	Select Automation Selection to use for filtering records to process. 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.
	Click Send Notification to and select recipient, whether Creator or Other users. If Others users, type a valid email address on the field.	Defaults to the creator of the automation. Sends completion mail
	Proceed with Adding Steps.
10.	Click on Save and Close.

Even though there is a Restrict to field, the Administrator has access to all these Automation actions.