Automations

🌟Unlock the power of Automations in Jodoo and take your workflows to the next level!

Automations help you streamline repetitive tasks, improve efficiency, and reduce the chances of human error. With just a few clicks, you can set up triggers and actions that automatically handle everything from task assignments and notifications to data updates and approvals. Whether you're managing projects, handling customer data, or overseeing complex processes, Jodoo’s automation tools free up your time, so you can focus on what truly matters.

Let’s walk you through the basics of automation before you embark on your learning journey.

Terms Explanation

Term	Definition
Automation Name	You can create multiple Automations in one app. To differentiate them conveniently, you need to rename each Automation.
Trigger	The trigger includes creating, updating, and deleting data. Only you have made Trigger can the Target Form change correspondingly.
Triggering Form	Triggering Form refers to the form that executes Trigger.
Triggered Condition	Only data that meets the Triggered Condition can execute the corresponding operation.
Triggered Actions	Triggered Action can execute when there is a triggered action in triggering form and this form meets the triggered condition at the same time.
Target Form	The target form is the form that can implement triggered actions.
Filter Condition	Fields in target form need to meet conditions. Only data meeting filter conditions can execute corresponding actions. You need to set filter conditions only when triggered actions are to update, delete, and update or create data.

Plan Description

This is a paid feature. For details, see Understand Your Account Usage and Limits.

Free Plan	Advanced Plan
5	40

Where can I Set Automations?

Option 1 From a Form

Select a form and go to Settings > Edit > Extension > Automations.

If you have never set Automations in the form, you can click New Automation to create.
If you have already set Automations in the form, you can check them according to whether the form is as Trigger or as Triggered Actions. You can also set On/Off, Trigger History, Edit, Copy, and Delete in Automations.

Option 2 From App Management

1. Click Workplace > Business Management > App Management.

2. Go to Advanced Features > Automations.

If you never create Automations in the app, you can click New Automation in the following two places:

If you have already created Automations, you can directly view and edit them on this page.

How to Set Automations?

There are mainly 2 parts when setting Automations: Configure Trigger and Configure Triggered Actions.

Step 1 Configure Trigger

Trigger refers to the triggered condition of Automations. Only when the form meets the condition can Automations trigger the corresponding actions. You can set Trigger, Triggering Form, and Add Condition in Configure Trigger.

After finishing the setting, you can click Complete. Then you can configure triggered actions.

Step 2 Configure Triggered Actions

Triggered Actions refer to the corresponding actions in target form when data in the form meet the Trigger. There is one part of Triggered Actions: Data Processing.

Data Processing includes Create Record, Update Existing Data, Delete Existing Data, and Update or Create Data.

More to Know

1. Automations currently cannot support to trigger Data Linkage, Formula, and Validations in Aggregate Tables.

2. Automations cannot guarantee to succeed every time when meeting conditions like network fluctuation and queue blocking. If Automations do not finish, you can view the failed log in Trigger History and adjust it manually. If Automations are not triggered, you can check failed reasons in Checking Automations Failed Reasons.