Automations (Extension)

Introduction

Feature(s)

After meeting certain conditions, Automations will be triggered to create, update, and delete records automatically in the target form.

Application Scenario(s)

In the case of purchase, sales, and inventory management, there are purchase orders and stock-in documents. When a record is created in the purchase order form, a record can be created in the stock-in document through Automations, which ensures that data in this system is consistent.
In the case of personnel management, when candidates fill in the job application form, the corresponding workflows will be automatically initiated through Automations, which ensures that the hiring process proceeds successfully.

Setting Procedure

Where to Set

1. From a form.

Select a form and click Edit > Extension > Automations.

2. From App Management.

In Workspace, select an app, and go to App Management > Automations.

Setting Automations

For details about adding and configuring Automations, see Automations (App Management).

1. Add Automations.

From a form.

From App Management.

If you never create Automations before, you can click New Automation in the following two locations:

2. Set triggering conditions and triggered actions.

Editing Automations

After adding Automations, you can modify, delete, enable, and disable them.

Note:
If form A triggers form B through Automations and form B is from another app, the configuration of this Automations will not be displayed in Extension of form B.