Automation Steps
Introduction
Run one or more Automation Steps such as sending notifications, generating reports, or dispatching changes
Report Automation
Report automation is the process through which reports are created and automatically updated using the platform. There are many supported report templates that can be used to generate a report.
Notification Automation
Automated notifications are emails released based on whatever preconfigured setting you select. Usually, this is used when a user needs to be notified about a change.
Create Resource Automation
Create resource automation used to create a new item in the platform
Update Resource Automation
Update resource automation used to update already existing items in the platform
Web Request Automation
Web request automation sends an outgoing HTTP request to an URL. This automation can be configured with smart values. For example, use {{item.name}} in the body request which will be resolved in the item name that triggered this automation.
Loop Automation
This step can be used to perform a set of nested steps for each item within a tabular data source. The data source is specified using smart value notation and can come from the incoming trigger data or a different automation step.
The steps that are inside of the loop are able to access special smart values related to the scanning of the table:
loop.currentItem.[property]- the primary method of getting data about the current row being processedloop.previousItem.[property]- the row that was processed one iteration agoloop.nextItem.[property]- the next item (row) to processloop.length- the total amount of items in the data sourceloop.index- the count of the current item (starts from 0)