What are the Automations?
After meeting certain conditions, Automations will be triggered to create, update, and delete records automatically in the target form.
How to Set the Automations?
Step 1 Entering the Setting Page
1. Create 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.
Step 2 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.
Step 3 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.
When to Use the Automations?
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.
I have finished reading. 🏆
👉I can't wait to USE THE AUTOMATIONS.
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