Add Automation to Project

Add Automation to Project

Overview

This section lets you add automation to your project. A single wizard guides you through the process of adding the desired automation. The same wizard also enables you to add connectors. In the second step of the wizard, you need to select the entity type. Depending on the entity you choose, subsequent steps will be shown.

Step 1 - Start the Add Entity Wizard

  1. Go to the Project module.
  2. To add an asset, click on the 'Add' button in the action area. This will initiate the Add Asset Wizard.

Step 2 - View Wizard Introduction 

  1. Once the Add Asset wizard is initiated, a pop-up will appear titled 'Introduction'. 
  2. The screen provides you with an overview of the Add Asset wizard. This will help you understand what is to come. 
  3. Before adding details to the wizard, please get familiar with some standard icons and their usage.
  4. The screen is divided into two segments:
    1. Information Area:
      1. You can find detailed instructions and information for each step in the information area.
      2. Reading these before filling in the details on the screen is recommended to ensure accuracy.
      3. Furthermore, there's an icon that allows you to collapse the information bar, thereby increasing the available working area for the content.
      4. Click the icon to collapse the bar, and then click it again to return to its normal state.
    2. Content Area:
      1. The content area is where all actions must be performed on the screen.
      2. The screen title is located in the top left corner, under 'Current Step'. Currently, it displays an 'Introduction'.
      3. On the top right corner, you will find the 'Completed' drop-down, which lists all the completed steps. Since you haven't completed any steps, '0' is displayed. Completed steps will be added to the drop-down as you progress through the wizard. To return to a previously completed step, select it from the drop-down menu.
      4. A progress bar is placed below the screen title, which displays the wizard's progress status. The progress bar also indicates the total number of steps and the current step you are working on. For instance, if the total number of steps is six and you are on the first step, the progress bar will display 1/6.
      5. An image of the entire wizard process is displayed in the working area of the screen.
      1. A toggle button labeled 'Show every time' is located at the bottom-right corner of the screen. Disabling the toggle button will prevent the Introduction screen from appearing whenever you initiate the Add System Wizard. However, if you decide to enable the toggle button, you will be able to see the Introduction screen every time you start the Add System Wizard. This means that the Introduction screen will be skipped if you have disabled the 'Show every time' button.

Step 3 - Select Entity Type

  1. On this screen, you need to make a selection whether you want to add a Connector or Automation to your project.
  2. Please select the asset type you want to add to your project in this step. You will see two cards on the screen:
    1. Connector
    2. Automation
  3. Based on the asset type selection, the further screens will appear.
  4. To select the asset type, click on the respective cards. The section entity card will be highlighted, and the 'Next Step' button will be enabled.
  5. If you want to cancel the wizard at any point, click the 'Cancel' button. This will cancel the wizard and take you to the Project home screen.
  6. To return to the previous step, click the 'Previous Step' button.

  1. Please select the Add Automation tile.
  2. The 'Next Step' button is disabled by default, but will be enabled once you select an asset type. Click on the enabled 'Next Step' button to continue.
  3. If you want to cancel the wizard at any point, click the 'Cancel' button. This will cancel the wizard and take you to the Project home screen.
  4. To return to the previous step, click the 'Previous Step' button.

Step 4 - Select Automation

  1. Please select the automation you want to configure in this step. You will see a list of already installed automations to choose from.
  2. To help you find the right automation, search and automation type filter options are available on the screen.
  3. The corresponding results will appear instantly when you start typing a name into the search field.
  4. You can also use the 'Type' filter to search for a particular automation. Select the appropriate option from the drop-down list, such as Accounting automation, to display all related automation options.
  5. If you cannot find the automation you are searching for after applying the filters, you can choose the options provided below at the bottom of the screen.
    1. The first option, 'Get from the marketplace', allows you to select your desired automation from the marketplace.
    2. The second option, 'Create Your Own Automation', allows you to create your automation and directs you to the Automation Designer screen.
    3. The third option, 'Ask the Community for Support', allows you to seek help from the OneEnterprise community. You will be directed to our community portal, where you can post your queries and receive assistance.
    4. Select the appropriate option by clicking on the desired button. After clicking the desired button, you will be directed to the respective screen.
  6. To select, click on the desired automation; that row will be highlighted.
  7. If you want to cancel the wizard at any point, click the 'Cancel' button. This will cancel the wizard and take you to the project home screen.
  8. To return to the previous step, click the 'Previous Step' button.
  9. Next Step:
    1. The 'Next Step' button is disabled by default, but will be enabled once you select an automation.
    2. Click on the enabled 'Next Step' button to continue.

Step 5 - Personalize Automation

  1. In this step, you can personalize your automation by providing the name and description of your choice.
  2. Fill in the following fields:
    1. Name:
      1. Please enter the name of the automation you would like to use in the designated field.
      2. The name must consist of at least two and no more than sixty characters.
      3. Only letters (upper and lower case), numbers, hyphens, and spaces are permitted in this field.
    2. Description:
      1. Describe your automation in this field. 
      2. You can write a description of up to 500 characters, and letters, digits, and special characters are supported in this field.
  3. You can select a box labeled 'Personal Use'. If you check this box, your automation will be marked as private. This means that the system can only be used by the owner.
  4. If you want to cancel the wizard at any point, click the 'Cancel' button. This will cancel the wizard and take you to the project home screen.
  5. To return to the previous step, click the Previous Step button.
  6. Next Step:
    1. The 'Next Step' button is disabled by default, and once details are filled in each field, the button gets enabled.
    2. Click on the enabled 'Next Step' button to continue.

Step 6 - Connect Entity

  1. In this step, you need to assign a connector to your automation.
  2. If the automation does not require any connector, the following screen will appear.
  3. You can simply click the 'Next Step' button and proceed to the next step. 

Step 7 - Adding Automation

  1. After you click the 'Next Step' button, the 'Adding Automation' screen will appear, and you can relax while we handle all the backend work for you. 
  2. Once all the settings are configured, a confirmation message will appear on the screen. 
  3. Click the 'Close' button to exit the screen.
  1. After clicking on the Close button, you will be directed to the Interaction View.


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