Data Management and Validation
Explore Autom Mate’s data transformation and validation tools to manipulate, structure, and verify data effectively within workflows.
Data Handling
How does Autom Mate handle data manipulation through the Data Transform action?
Answer
Autom Mate’s Data Transform action offers powerful data manipulation within workflows by allowing users to configure rules and transform data dynamically. The action supports both selecting variables from a drop-down and fetching data from previously executed actions.
Key Features:
Input Selection : Users can either choose a predefined variable or fetch data from actions that have already been executed in the workflow.
Preview Button : Clicking the refresh button displays the latest data in a preview pane, allowing users to see the data they’re about to manipulate.
Transform Source Button : This tool selects all available variables within the chosen data set, making it easier to apply bulk transformations.
Transforms Button : Users can add manual transformations even without previewing data. A pop-up allows the configuration of variable keys, types, and manual transforms, with saved variables highlighted in green.
Key Manipulation : Users can click on individual keys to manipulate their values, and the saved changes are highlighted in green, making it easy to track changes.
Conditions and Multiple Actions : The Transform Data pop-up also allows adding conditions and multiple actions, facilitating more complex data manipulation workflows.
Data Type Flexibility : The action supports transforming data types such as tables, arrays, and objects, with additional options for extracting specific keys or manipulating rows and columns.
Reset Functionality : If users need to revert changes, the reset button restores all settings to default.
Data Type Tips:
Data Table Manipulation : When working with data tables, users can define row and column indexes for easier access. This is particularly helpful for transforming tables and extracting specific data points.
Extracting Keys : Variables can be assigned to new keys, or existing keys can be modified. Users can also skip actions by selecting "No Action" in the dropdown menu, focusing only on key extraction.
Real-World Example
An IT team wants to automate the approval process for equipment requests in MS Teams. The Data Transform action is used to transform incoming request data before it’s routed for approval. Here’s how they configure it:
Implementation Steps:
Fetch Data: The action fetches request data (e.g., user ID, request date, equipment type) from previous actions.
Preview Data: The team uses the Preview button to ensure the correct data is fetched.
Configure Transforms: They use the Transforms button to manually adjust variables such as date formats and extract specific details (e.g., equipment type, urgency level).
Apply Conditions: A condition is set to check if the request is urgent. If urgent, the data is transformed to trigger a priority approval request.
Key Manipulation: They manually manipulate certain keys (e.g., requestor details), making final adjustments to the data.
Execute Approval Workflow: The transformed data is then routed for approval through a connected MS Teams approval app. If approved, the equipment is ordered; if denied, an email is sent to the requestor.
Related Documentation
Autom Mate’s Data Transform action supports advanced data manipulation, providing users with configurable tools to process data in real-time. The action integrates data preview, conditions, and transforms to meet complex workflow requirements.
How can I handle complex data transformations when integrating Xurrent with other applications in Autom Mate?
Answer
Autom Mate's Data Manager provides a user-friendly interface for managing complex data transformations during application integrations. When configuring actions that involve data exchange between Xurrent and other applications, the Data Manager allows you to access, map, and transform fields as needed. You can define rules to manipulate data formats, filter specific fields, and ensure that the data structure aligns with the requirements of the target application.
Real-World Example
A business needs to transfer configuration item data from Xurrent to a third-party asset management system. Using Autom Mate's Data Manager, they can map Xurrent's data fields to the corresponding fields in the asset management system, apply necessary transformations—such as date format conversions—and automate the data transfer process, ensuring data integrity and consistency.
Related Documentation
Data Validation
Can Autom Mate assist with data validation during workflow execution?
Answer
Autom Mate includes powerful data validation capabilities, allowing users to automatically check data accuracy and consistency before processing it within workflows. This prevents errors and ensures that only valid data moves forward in the workflow.
Predefined Validation Rules: Autom Mate lets users define validation rules such as required fields, data format checks, and logical conditions to ensure data meets certain standards.
Real-Time Validation: Data is validated in real-time, with invalid data triggering alerts or alternate workflow paths.
Error Handling for Invalid Data: Workflows can be paused, or data can be routed through error-handling pathways when it doesn’t meet the set criteria.
How to do it in Autom Mate:
Create a Workflow: Start by designing your workflow using Autom Mate’s drag-and-drop interface.
Define Validation Rules: Use Autom Mate’s data validation actions to define rules. For example, set a rule that requires certain fields to be in the correct format (such as date fields) before proceeding.
Add Conditional Steps: If the data doesn’t meet validation criteria, Autom Mate can automatically trigger error handling workflows or retry the step.
Monitor Validation Results: Use Autom Mate’s monitoring tools to check how often data validation errors occur, allowing you to refine the process.
Real-World Example
A retail company uses Autom Mate to validate incoming inventory data from various vendors. Autom Mate checks for missing values, incorrect formatting, or discrepancies before processing the data and updating the inventory management system.
Related Documentation
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