Overview

This article describes how to edit an automation in your project network. You can access the Edit Automation band from both the Interaction View and the Dataflow View.

Step 1 – Start Edit Mode

• On the Interaction View, select the automation in the network diagram.
• The Network tab displays the connection details and the supported action menu.
• Select the Edit Automation band.

Step 2 – Edit Automation Settings

• After you select the Edit Automation band, the edit screen displays the following sections:
  • Activation Status
  • Configuration
• Each section is organized into bands.
• To view details, expand a band by selecting the accordion icon in the top-right corner.
• Expanded bands display the corresponding list of available settings.

Step 3 – Configure Activation Settings

• After you expand the Activation band, the following settings are available:
  • Activation Status
  • Trace

Modify Activation Status

• Use this band to configure the automation's status.
• A drop-down provides options for Active and Inactive statuses.
• Select Active to activate the automation, or Inactive to deactivate it.
• The selection saves automatically and a confirmation message appears.

Modify Trace

• Use this band to enable or disable Trace for the selected automation.
• A toggle switch enables or disables the trace function. When you change the setting, it saves automatically and a notification appears.

• Select the Trace band to go to the trace settings screen, where you can configure:
  • Log Level
  • Limit

Modify Log Level of Trace

• Use this band to configure the log levels.
• A drop-down sets the log level. The following log levels are supported:
  • Trace Off
  • Trace Level 1
  • Trace Level 2
  • Trace Level 3
• Select Save to apply the changes.

Modify Trace Limit

• Use this band to configure the log limit.
• A drop-down adjusts the log limit. Allowable limits range from 0 bytes to 10 MB, with a No Limit option.
• Select the required option from the drop-down.
• Select Save to apply the changes.

Step 4 – View and Modify Configuration

• After you expand the Configuration band, the following settings are available:
  • Error Handling
  • Filter
  • Port Assignment
  • Mapping
  • Settings
  • Subscription
  • Trigger
  • Value Mapping

Configure Error Handling

• Select the Error Handling band.

• The screen displays a list of error settings. Each setting appears on a distinct band.
• At the end of each band, a drop-down provides the available options. Select an option to configure the error setting.
• Select Save to save the settings.
• Select the Back to Previous Screen band to return to the Configuration screen.

Configure Filter

• Select the Filter band.

• On this screen, you can filter incoming data. Two bands are available:
  • Default Filter
  • Custom Filter
• A drop-down in the top-left corner provides these options:
  • Use Both Filters
  • Use Custom Filter
• By default, the Default Filter section is expanded and Use Both Filters is selected. Selecting Use Custom Filter disables the Default Filter.

Default Filter

• The Default Filter section is expanded by default with Use Default Filter selected in the drop-down.
• If Use Default Filter is selected, the Custom Filter is disabled.
• In the Default Filter, the application provides the ruleset. Select appropriate values for each field.

• An And/Or switch at the top of the filter configures filter conditions. Use And for multiple rulesets; use Or for a single either/or condition.
• Select Save to save the filter configuration.

Custom Filter

The Custom Filter lets you define custom filter fields for tailored data filtering. You can add, remove, search for, and edit filter fields using drag-and-drop functionality.

• Select Use Custom Filter in the drop-down to enable the Custom Filter band.
• The Custom Filter provides: Customize Field List, Add Ruleset, Remove Ruleset, Add Rule, and Remove Rule options.
• An And/Or switch at the top of each ruleset configures filter conditions.
• Select Save to save the filter configuration.

Customize Field List

• Select Customize Field List to open a dialog for configuring the custom filter.

• The dialog shows two sections: Available Fields (fields from the inbound message) and Filter Fields (your defined custom fields). Both sections include a search function.

Add Fields

• Select a field from Available Fields, select Add, then select Save.

Remove Fields

• Select a field in Filter Fields, select Remove, then select Save.

Drag and Drop

• Drag fields between Available Fields and Filter Fields to add or remove them. Same result as Add/Remove buttons.

Edit Custom Field Name

• Hover over a field in Filter Fields. A pencil icon appears. Select it to edit the name, then select Save.

Use Both Filters (Custom and Default)

• Select Use Both Filters to enable both filters.
• An And/Or toggle switch appears between the filters. Configure both, then select Save.

Port Assignment

• Select the Port Assignment band.

• The Port Assignment tab opens by default, showing two columns:
  • Left column: System port information.
  • Right column: Lists SLDs you have created. Select the SLD to map it to the system port. A tick icon and confirmation message appear after selection.

Configure Settings

• Select the Settings band.

• The screen displays a list of automation settings on distinct bands.
• At the end of each band, a drop-down provides the available options. Select an option to configure the setting.
• Select Save to save the settings.
• Select the Back to Previous Screen band to return to the Configuration screen.

Subscription

• Select the Subscription band.

• The screen displays entities subscribed to the selected automation. Each entity appears on an individual band.

Trigger

A trigger is a condition that initiates a workflow or sequence of actions. It starts the process when specific criteria are met.

• Supported trigger types:
  • Timer Trigger
  • HTTP Trigger
  • Queue Trigger
  • Subscription Trigger
• Select the band to open the corresponding trigger screen.

Timer Trigger

• If the Timer trigger is configured, the band displays Timer and the number of configured schedules. Select the band.

• The screen displays the Scheduler band.

Scheduler

• After you select the Scheduler band, the scheduler screen appears. Configure the schedule and refer to the Schedule section for instructions.

HTTP Trigger

• If the HTTP trigger is configured, the band displays the HTTP method, authentication type, and call type. Select the band.
• Authentication types: No Authentication, Basic Authentication, Token Authentication.

HTTP Trigger – No Authentication (read-only)

• URL: Displayed with a Copy icon. Select the icon to copy the URL.
• Processing Queue: Displays queue name and stream name. Select View to go to the Queue Monitor screen.

HTTP Trigger – Basic Authentication (read-only)

• URL: Displayed with a Copy icon.
• Credentials: Lists username/password in a table. Select the eye icon to show or hide the password. Modify and select Save to apply. Select Add to add new credentials via dialog.
• Processing Queue: Appears for asynchronous calls only. Select View to go to the Queue Monitor screen.

HTTP Trigger – Token Authentication

• Select the band.

• Read-only screen displaying: URL with Copy icon, Token with Copy icon, and Processing Queue (asynchronous calls only) with a View button.

Queue Trigger

• If the Queue trigger is configured, the band displays Queue and the status (Idle or Busy). Select the band.
• Processing Queue (asynchronous calls only): Select View to go to the Queue Monitor screen.

Subscription Trigger

• If the Subscription trigger is configured, the band does not display configuration settings. Select the Trigger band to view processing queue details.
• Processing Queue (asynchronous calls only): Select View to go to the Queue Monitor screen.