...
The platform provides a powerful automation centre that allows users to automate their workflows with ease. It is comprised of several triggers and actions that are compiled to form a set of processes. These processes can be assigned to a project or used across the platform. This article provides an overview of the possible triggers and actions in the the platform’s Automation Centre, process limitations, and an example process library.
| Table of Contents | ||
|---|---|---|
|
| Info |
|---|
This feature is available to Enterprise Admin users within a paid for Enterprise license of the platform. |
How to Set Up a New Automated Process in Platform
...
Process Trigger Limit: Users are limited to 4 action chains within a process. This limit may be increased in the future after further testing in live and client feedback.
Action Chain Limit: Users are limited to 4 child actions within an action chain. This limit may be increased in the future after further testing in live and client feedback.
Severity Rating Trigger: The severity rating trigger (unless being used as refinement tool along with another trigger) requires the automation process to be assigned to a project. This is due to potential conflicts arising as the global processes execute first, followed by the project specific process.
Action Duplication: Actions cannot be duplicated within a single chain. This is to guide people to assign all requirements from an action within one go to keep structure to their chains.
Rule Deletion: Users cannot delete an action that has children, you are required to delete each child up to the action you want to delete. This is to avoid losing action data if an action is deleted accidentally, and it also forces the user to make less reckless decisions when it comes to deleting elements of a chain.
Trigger Selection Required: A trigger must be selected prior to adding any actions within the chain. This ensures the user has a specific starting point for their chain and forces them to think about their expected intentions for the process.
Action Data: Actions need to be supplied with the relevant data in order to save an automation process.
| Info |
|---|
Automated processes are only executed on the closure of a phase or scan. |
Example Process Library
To help users get started with the the platform Automation Centre, the platform provides a selection of pre-compiled processes. These example processes can be used as templates to build custom processes. The available processes are:
...