Automation Dashboard

Automation Dashboard

Overview

Automation is crucial in executing complex, multi-step workflows with minimal reliance on human intervention. Its primary objectives encompass the simplification of processes, the enhancement of operational efficiency, and the mitigation of human error risks. Organizations that adopt automation can achieve accelerated turnaround times and enhanced workflow accuracy.

OnEnterprise is committed to providing comprehensive support for various automation solutions tailored to facilitate the execution of multi-step processes. Using the Automation Designer, you can create your own automation. You can choose the systems you want and select the right trigger for your automation. Additionally, you can configure authentication and execution type for your automation, which will help you manage complex workflows, ensuring that tasks are carried out seamlessly and resources are utilized efficiently.

Navigate to the Automation Designer

Navigation: Design > Dashboard > Automation Designer
From the group menu, click the Design icon; this will automatically display the Dashboard screen. Click on the Automation Designer tab. You will land on the Automation Designer dashboard screen, which displays a list of automations that have already been created. If you are a first-time user, you will see an empty screen. You can start building your first automation by clicking on the Add button.

View Automation Card

Each automation is represented with a card. The card provides you with an overview of your automation. You can view the following information on the card:
  1. At the top right corner of the card, you can find a menu icon that provides access to various workarounds, such as edit, favorite, and delete. This allows you to perform any necessary actions on your automation efficiently.  
  2. The top left side of the card may display a Warning or Alert icon. If your automation malfunctions, you will see a warning or alert icon. If the automation runs smoothly without any issues, the icons will not be displayed on the automation card. 
  3. A default automation logo will be displayed if you have not yet configured a logo. 
  4. The automation name will be displayed below the automation logo.
  5. An automation version and sub-version will also be displayed below the automation name.
  6. The trigger, authentication type, and execution type will be displayed below the version.  
  7. A 'System' and 'Message' sections are provided at the bottom of the card. You can click on the System to get the details of the systems involved in the automation. Similarly, you can click on the Message to view its details.

Automation Card Menu Options

The menu icon is provided on the top-right corner of the card. The menu expands when you hover the mouse over the menu icon, displaying multiple options. You can click on any of the options. The following options are available in the menu:
  1. Favorite: Use the Start icon to mark an automation as your favorite. Once you have marked it as a favorite automation, it will appear at the top of the list in alphabetical order. The remaining automation cards will then be arranged in alphabetical order.
  2. Edit: This option allows for the modification of automation details, including the name, logo, triggers, and authentication settings. 
  3. Delete: The delete option permits the removal of an automation that is no longer required. However, this feature is subject to user role and rights control. Its availability depends on administrator settings, as determined by the organizational hierarchy and structure.

Action Area

The action area is a section of the screen, usually located in the top right corner, containing buttons with specific functions related to your screen. These buttons typically allow you to save, delete, edit, or share information. The options in the action area may change depending on what screen you're currently using. 

Help
This feature facilitates the display of help content pertinent to the current screen. It is designed to provide users with relevant and informative assistance in navigating the interface.

Add Button
  1. This feature allows you to create an automation.
  2. Upon clicking the button, an Add Automation wizard will be initiated.
  1. A search option is provided in the action area of the screen.
  2. You can search for automation by keyword/name using the search field.
  3. The result will be displayed for you immediately as you type.

Filter

  1. A filter option is provided in the action area of the screen.
  2. You can easily search for a specific automation by applying various filters if you have multiple automations. 
  3. Click on the filter icon.
  4. Four filters are available for you in the filter:
    1. Status field:
      1. The status filter allows you to filter the automation based on its status. 
      2. Select an appropriate option from the drop-down to achieve your desired automation result.
    2. Type field:
      1. The type filter allows you to filter automation based on its type, including CRM, Collaboration, Accounting, and more. 
      2. Please select an appropriate automation type from the drop-down menu to categorize the automation by its type.
    3. Trigger field:
      1. The trigger field enables you to locate the desired automation by its trigger.
      2. You can select an appropriate trigger from the drop-down menu and apply it to the filter.
    4. Inbound Message Type field:
      1. The field enables you to choose the inbound message type from the drop-down.
      2. Choose an appropriate value for the drop-down.
    5. Outbound Message Type field:
      1. The field enables you to choose the outbound message type from the drop-down.
      2. Choose an appropriate value for the drop-down.
    6. Object Type field:
      1. The field enables you to choose the object type from the drop-down.
      2. Choose an appropriate value for the drop-down.
    7. Show Results button: After clicking the "Show Results" button, the configured filter will be applied, and the results will be displayed on the screen.
    8. Reset button: A Reset button is provided to reset your filter. When you click the Reset button, all filter settings will be removed and reset to their default values.
  5. You can close the filter at any time by clicking the X sign. If you click on the X icon without clearing the filter, it will close, and the applied filter will be displayed on the filter icon.

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