View Automation Details

View Automation Details

Overview

Automations in OneEnterprise let you design, configure, and run end-to-end integration flows that move data and trigger actions across connected systems. Each automation captures the trigger that starts the flow, the sequence of processing steps (called flow units), and the connectors that read from or write to external systems.

You can use the Automations module to schedule timer-driven jobs, react to incoming messages, expose HTTP endpoints, transfer files over FTP, or chain together calls to internal APIs and third-party services. Business users can monitor automations and read flow logic, while integration developers configure unit-level behavior, version every change, and promote automations between environments.

The module is reached from the left navigation under Automations. From there you can browse all automations in a card-based workspace, open any automation to edit its details or flow, and run, save, or version your changes from a single screen.
Key Features:
  1. Card-based workspace: View every automation as a card showing its name, version, trigger type, and message count at a glance.
  2. Trigger flexibility: Configure automations as Subscription, Timer, Queue, or HTTP (with No Auth, Basic, or Synchronous patterns) triggers.
  3. Visual flow designer: Build flows on a dotted canvas by connecting flow units such as Start, Timer, System Call, HTTP Call, and FTP Call.
  4. Categorization and lifecycle status: Tag each automation with a Category (e.g., Big Data) and a lifecycle Status (e.g., In Review) for governance.
  5. Versioning: The flow editor tracks every saved change as an incremental version, shown in the toolbar.
  6. Localization-aware UI: Switch the interface language from the top bar; the screens shown here are in English.

Automations Workspace

The Automations workspace is the entry point for the module. It lists every automation in your environment as a card and provides global controls for search, filtering, refresh, and creation. Navigate to Automations in the left sidebar to open it.

The workspace is divided into three areas: the left navigation column with the OneEnterprise brand and primary navigation items (Dashboard, Connectors, Automations, Library); the top header with the page title, build metadata (package and commit), language selector, notifications bell, and the signed-in user (Agneesh Jain with a DEV badge); and the main content area with a breadcrumb, toolbar, and grid of automation cards.


The sidebar gives you single-click access to every top-level module. The active item is highlighted in blue to show your current location.
  1. Dashboard opens the operational summary view.
  2. Connectors lists every configured connector that automations can use.
  3. Automations is the current module. Selecting it shows the card grid.
  4. Library holds reusable artifacts shared across automations.

Header Bar

The header bar appears on every screen and surfaces environment and account information.
  1. Page title icon and label identify the current screen.
  2. Package and commit indicators display the build version.
  3. Language selector lets you switch the interface language. The current value is English.
  4. The notifications bell opens system notifications. The badge (650) shows the number of unread items.
  5. User chip shows the signed-in user, their environment badge (DEV), and their avatar. Select the chip to open the account menu.

Toolbar Actions

The toolbar above the card grid lets you find, filter, and create automations.
  1. Search (magnifier icon) filters the list by automation name as you type.
  2. Filter (funnel icon) opens a panel for narrowing results by attributes such as trigger type, category, or status.
  3. Help (question mark icon) launches contextual help for the Automations workspace.
  4. Refresh (circular arrow icon) reloads the card list to reflect changes made by other users.
  5. Add (blue button with caret) creates a new automation. Select the caret to choose the trigger type before the editor opens.

Automation Cards

Each card represents a single automation. A card displays the following elements from top to bottom:
  1. Connector preview icons at the top.
  2. Automation name.
  3. Version number in semantic format.
  4. Trigger type as a single line of text.
  5. Footer split into Flow and Message counters.

Editing an Automation

  1. Open any automation card to enter edit mode.
  2. Edit mode splits the automation into two configurable bands:
    1. Details
    2. Flow

Details

  1. After clicking the Details band, the Details screen opens.
  2. The existing automation details will open.
  3. You can modify any of the details of this screen.

Flow

  1. After clicking the Flow band, the Flow opens.
  2. The existing automation flow will open.
  3. You can modify any of the flow details.

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