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Articles on:Automation
Articles on how to set up the automation layer and perform various actions with it to enhance your workflow app

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  • Automation: Table of Contents
    Few readers
  • Automation: Add to Dataset or Record using Data Table
    Add a line of data into a record using a data table.Few readers
  • Automation: Update Dataset or Record Using Reference Table
    Learn how to update lines of records using data from another record via the reference grid.Few readers
  • Setting Up the Automation Layer
    Learn how to configure the automation layer in the Process Designer and understand each automation acton that you can apply to your workflow.Very popular
  • Configuring the Automation Rules
    Learn how to configure automation rule triggers that you can set to make your automations more efficient.Few readers
  • Automation: Add to Dataset or Records
    Learn how to create an automation that automatically adds a submitted item to an existing Dataset or Record App.Some readers
  • Automation: Add to Dataset or Records using Reference Table
    Learn how to create an automation that automatically adds a submitted item to a Dataset or Record App by setting trigger rules and reference table mapping.Some readers
  • Automation: Assign to Another User or Group
    Learn how to set up automation rules and actions that automatically assign a case to another user or group.Some readers
  • Automation: Call an External API
    Learn how to use the 3rd Party Access feature on Steer and connect your Solution via external APIs.Popular
  • Automation: Move Ticket to Another Lane
    Learn how to create triggers that will move a case to another lane in specific and various conditions.Some readers
  • Automation: Send Back to Logger
    Learn how to create an automation that automatically sends a case back to its logger after meeting specific parameters.Some readers
  • Automation: Send Email Notification
    Learn how to create an automation that automatically sends email notification/s to specific users once an action in a workflow is completed.Some readers
  • Automation: Update Dataset or Records
    Learn how to create an automation that automatically updates an item in a Dataset or Record App.Some readers
  • Automation: Update Dataset or Records Column Value
    Learn how to create an automation that automatically updates a specific Dataset or Record column value after receiving a case input.Popular
  • Automation: Update Dataset or Records Using Data Table
    Learn how to create an automation that automatically updates a Dataset or Record App by creating rule triggers and data table mapping. Some readers
  • Automation: Write to Dataset or Records
    Learn how to create an automation that automatically updates a value in a Dataset or Record.Popular

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