Beginner Guide (Automations Pro)
Overview
Automations Pro enables you to design and achieve a range of complex and diverse automated processes. This guide will introduce the setup process and learning path for beginners, covering everything from basic functionalities to real-world applications. Whether you're starting from scratch or looking to expand your automation skills, this guide aims to help you navigate through Automations Pro efficiently. Let's dive into how you can go from zero to hero with Automations Pro!
How to Create an Automation
Learning Path
Level of Learning | Help Document | Description |
Getting Started | Details the steps to create an automation in Automations Pro. | |
Mastering Core Features | The core features of Automations Pro. After completing the learning, you will be able to design various complex automated business processes that help save time and improve efficiency. | |
Troubleshooting | A summary of the frequently asked questions. |
Terms
Data Source
In Automations Pro, some nodes stores the data retrieved or processed by themselves for subsequent nodes. For example, a query node queries a group of personnel first, and a subsequent action node initiates tasks for them.
These nodes are:
- Trigger Node stores the trigger data,
- Add Record stores added records,
- Query Record/Records stores queried form records,
- Add Formula stores calculations,
- Add Plugin stores results retunred by the chosen plugins.
They can act as data sources for assignment at other nodes. There are two types of data sources:
- single-value source: nodes that store only one record, including Add Record (one record added), Query Record, Add Formula, and Add Plugin.
- multi-value source: nodes that store multiple records, including Add Record (with more than one records added) and Query Records.
Field
The data sources provide two types of value-assigning fields:
- single-value fields: fields that have only one value, including (main) fields in the single-value source's record, fields with custom values, and empty fields.
- multi-value fields: fields that have multiple values, including subfields in the single-value source's records, (main) fields in the multi-value source's records.
