This user guide provides application information about the Automation Catalog application.
Accessing the Application
The primary ways to access the application are:
From the home screen, locate the Automation Catalog icon card.
Navigate to the Applications menu and select Automation Catalog.
After accessing Automation Catalog, a list of available automations will display in card format.
Edit an Automation
To view and edit an automation:
- Click the stacked dots button (lower-right corner).
- Select Edit.
Create New Automation
To create a new automation:
Click the + icon on the blank card.
Note: See the screenshot of the main canvas section Accessing the Application.
Provide a name for the new automation.
Modify Automation Details
Within an automation, you can change the following attributes.
| Attribute | Description |
|---|---|
| Groups | Choose the groups of users that will be able to view/execute the automation. |
| Workflow | Select the workflow that will run when the automation is triggered. |
| Form | If a workflow needs input data, i.e., device name, select a form that will capture this data from users that trigger the automation. You can edit/create forms by clicking the corresponding buttons, which opens the JSON Forms application. |
| Run At | To schedule an automation to be triggered at a certain date and time, use the calendar (date) and clock (time) icon. |
| Repeats | Based on the date and time set in the Run At field, select a recurring interval for triggering the automation. |
Form Data
If you selected a form, it will display on the right side of the screen. For a scheduled automation, form data is required to start the workflow.
- Complete the form fields: name, description.
- Click Save Form Data.
The form data is passed into a workflow through a field called formData, which is available as a job variable in Workflow Builder. You can use the query task in Workflow Builder to access data that is stored in different containers within the formData object.