Overview

This section describes how to add automation to your project. A single process guides you through adding the desired automation. The same process also lets you add connectors. In Step 3, you select the entity type; subsequent steps display based on your selection.

Step 1 – Start the Add Entity Process

• Open the Project module.
• Select Add in the action area. The Add Entity process starts.

Step 2 – Introduction

• The Introduction screen appears, providing an overview of the Add Entity process and the steps ahead.
• Review the standard icons and their usage before you begin.
• The screen is divided into two areas:
  • Information Area: Displays instructions and guidance for each step. Read this before filling in details to ensure accuracy. A collapse icon is also available — select it to maximize the working area; select it again to restore the information bar.
  • Content Area: Where all actions are performed. It contains the following:
    • The screen title appears in the top-left corner under Current Step. It currently displays Introduction.
    • The Completed drop-down in the top-right corner lists all completed steps. It shows 0 until you complete a step. Completed steps are added to the drop-down as you progress. To return to a completed step, select it from the drop-down.
    • A progress bar below the screen title shows your current position. For example, if there are six steps and you are on the first, the bar displays 1/6.
    • An image of the full process flow is displayed in the working area.
• The Show every time toggle at the bottom-right controls whether the Introduction screen appears each time you start the Add Entity process. Enable it to always show the screen; disable it to skip it on future runs.

Step 3 – Select Entity Type

• Select the entity type you want to add to your project. Two cards are displayed:
  • Connector
  • Automation
• The subsequent screens display based on your selection.
• Select the card for your entity type. The selected card is highlighted and Next Step becomes active.

• Select Add Automation.
• Select Next Step to continue. Select Cancel to exit to the Project home screen. Select Previous Step to go back.

Step 4 – Select Automation

• Select the automation you want to configure. A list of installed automations is displayed.
• Use the search field or the Type filter drop-down to find a specific automation.
• Results appear instantly as you type in the search field.
• If you cannot find the automation after applying filters, use the options at the bottom of the screen:
  • Get from the marketplace: Select your desired automation from the marketplace.
  • Create Your Own Automation: Create your automation and go to the Automation Designer screen.
  • Ask the Community for Support: Go to the OneEnterprise community portal to post queries and receive assistance.
• Select the automation. The row is highlighted. Select Next Step to continue. Select Cancel to exit. Select Previous Step to go back.

Step 5 – Personalize Automation

• Enter the name and description for your automation:
  • Name: Enter the automation name. Minimum 2 characters, maximum 60. Allowed characters: letters (upper and lower case), numbers, hyphens, and spaces.
  • Description: Enter a description of up to 500 characters. Letters, digits, and special characters are supported.
• Select the Personal Use check box to mark the automation as private. Only the owner can use a private automation.
• Select Next Step to continue (enabled after all required fields are filled). Select Cancel to exit. Select Previous Step to go back.

Step 6 – Connect Entity

• In this step, assign a connector to your automation.
• If the automation does not require a connector, the screen below appears.
• Select Next Step to proceed.

Step 7 – Adding Automation

• After you select Next Step, the Adding Automation screen appears. The system completes all backend processing.
• A confirmation message appears when the automation is successfully added.
• Select Close to exit the screen.

• You move to the Interaction View.