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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
Automation: Table of Contents
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Automation: Add to Dataset or Record using Data Table
Add a line of data into a record using a data table.
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Automation: Update Dataset or Record Using Reference Table
Learn how to update lines of records using data from another record via the reference grid.
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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.
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Configuring the Automation Rules
Learn how to configure automation rule triggers that you can set to make your automations more efficient.
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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