Defining an Automation

Owned by Evangeline Cruz
Last updated: Jul 25, 2017

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.

How to Add an Automation Task

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.

The Automation type or Trigger selected on the drop down is the default type. This can be changed inside the form.

4. 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

5.  Enter the Automation Name

6.  Select the Module from the selection drop down

7.  Toggle Status.  Active is default.

8.   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.