Automate View

The Automate View is the section in your app where you can manage what your app will be doing in the background based on rules that you create. You can think of it like rules in Microsoft Outlook where you can tell Outlook where to sort email based on who sent it or what they had in the subject line. Similarly with Enjions Automation View you can, for instance, have a new record created when it receives a text from a specific phone number or send information to an integrated application when a specific type of record is created or based on time of day.

Below we’ll take a tour of the interface but for a more depth look at creating rules using the below tools check out the article titled Building Rules in Depth

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003 Design view - 1Dropdown menu

Clicking on the Dropdown menu reveals options to Launch the app you’re designing, edit the title and communications options through the App Settings option, Delete the app you’re currently viewing or Save your changes.

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003 Design view - 2Rules list

The rule list provides you a starting point for creating your rules. You can drag and drop these into your Automation Canvas to start exposing some of the options available in each type of rule. The list of rules will also grow rapidly as we integrate more applications into Enjion so you’ll want to keep an eye on the rules list for future additions. You can start a rule based on when:

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1. A new record is created with your defined criteria.

2. When an existing record is modified with your defined criteria.

3. When a record from your app is deleted with your defined criteria.

4. When your app received an email with your defined criteria.

 

 

003 Design view - 3Automation Canvas

Similar to the way you dragged and dropped components into the Design Canvas in the design view you will be dragging rules into the Automation Canvas . The order in which your rules appear here will determine the order and priority your app will execute your rules. Meaning if you have a rule at the top of your list that says to create a new record based on the subject line of an incoming email and also have a rule that sends sends a text message to a phone number every time a new record is created. The second rule takes place after the first rule actions are completed so the text will be sent out after the app creates a new record based on the first email rule.

To see an in-depth view of your options while building your rules take a look at Building Rules in Depth

003 Design view - 4Rule Submenu

After dropping a rule into your Automation Canvas its submenu options can be accessed here. Most of the action will be happening in the Automation Canvas but there will be a few submenu options you will want to be aware of. Here’s a description of all submenu options for each of the rule options:

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X – Clicking this is one way to close the rule submenu. You can also click on your selected rule again or just click on another rule to enter its submenu. 

Caption – Edit this text to rename your rule

Match All Conditions – Each rule can have multiple criteria but your app will consider the selected rules requirements completed if one of its criteria is met. By checking this box you ensure that your app only considers this rules requirements completed when all of its criteria are met.

Save – The rule automatically saves when you switch to another one so clicking this isn’t necessary but if you want to speed up the process this helps.

Move Rule Up – Clicking this will move the component upwards in the design view above the component currently above it. While you can click and drag the component itself this option provides another way of achieving the same result and will be available for touchscreen users.

Move Rule Down – Clicking this will move the component downwards in the design view below the component currently below it. While you can click and drag the component itself this option provides another way of achieving the same result and will be available for touchscreen users.

Delete This Rule – This option removes the component from your Automation Canvas entirely.  Warning: there is no undo option for this action!

003 Design view - 5Search bar

The search bar in the context of the Automation view continues to act as a search for apps under the dashboard. For further detail around other contextual uses of the search bar please refer to the article Search Bar in Depth

Updated on September 19, 2017

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