Automation scripts allow the administrator to configure automatic population of fields, creation of tasks, events or notifications, when users perform certain actions in the system. A new script will automatically be activated in the system.
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- On the left sidebar, open the ADMINISTRATION section.
- Select WORKFLOWS.
- Click on the Plus button in the lower right corner of the screen.
- Select Workflow.
- In the New Workflow pop-up window, specify the name and a brief description.
- Click the Create button.
- Click on the plus in the middle of the page to start building a script chain.
- In the right-hand panel, specify the expected action:
- Create
- Delete
- Edit
- Field filling.
- Select a type.
- If necessary, add a description of the action.
- Add trigger conditions - there may be an unlimited number of triggers.
- Click on the plus to set the trigger result:
- Notify — specify the message for notification, recipients and frequency.
- Create (event or task) — select what you event or task you want to create and specify additional parameters: name, type, general information and triggering delay.
Note: when creating a task, you can specify several responsible persons. - Fill — select the object, the field to be filled in and the triggering delay.
- Script — integrate the script with external systems using JavaScript.
- You can create an unlimited number of script response results. All of them will be triggered one after another, depending on the specified parameters.
- Select the response time of the script — immediately, with a delay or specific date.
- In the Delay field, enter the number of days.
- From the drop-down list Delay Options select the option: Use calendar days or Use working days.
- Click on the Save button.
Tip. To navigate the workflow scheme quickly:
- Zoom the scheme using the buttons on the lower left (you can also use the mouse wheel + Ctrl for Windows and Cmd for Mac).
- To return to the beginning of the scheme, click
button on the lower left.
- To move the scheme on the screen, drag the sсheme clicking in a free area outside and move.