Grouping

Introduction

This document provides a comprehensive guide to the integration between Autom Mate and the Grouping feature.

The integration between Autom Mate and Grouping enables users to organize actions within workflows effectively, enhancing workflow management and clarity.

What is Grouping?

This section introduces the Grouping feature in Autom Mate and its core functionalities.

• Overview of Grouping: Grouping is an action within Autom Mate designed to organize actions within workflows more effectively.

• Key Features:

  • Organizes actions under a common label.

  • Simplifies workflow management.

  • Enhances visual clarity in complex workflows.

Automate Integration with Grouping

Describe how Autom Mate enables the use of the Grouping feature to enhance workflow organization.

• Overview of Integration: Autom Mate seamlessly integrates with the Grouping feature, allowing users to organize actions within workflows effortlessly.

• Examples of Automated Tasks:

  1. Organizing actions in a customer service workflow.

  2. Managing tasks in an IT service management process.

Using the Integration

Creating a Group

Purpose: Steps to create a group within Autom Mate to organize actions.

Content:

• Adding a Group: Drag and drop the Group action onto the canvas.

• Naming the Group: Provide a descriptive title for the group to identify the contained actions.

Managing Groups

Purpose: Instructions on managing groups within Autom Mate for efficient workflow management.

Content:

• Collapsing Groups: Hover over the group and click the "-" symbol to collapse.

• Expanding Groups: Click the "+" symbol next to the group label to expand.

How to Use Actions

Detailed instructions on using the Grouping feature in Autom Mate.

Content:

• Creating Groups:

  1. Drag and drop the Group action onto the canvas.

  2. Enter a title for the group to describe the contained actions.

• Managing Groups:

  • To collapse a group, hover over it and click the "-" symbol.

  • To expand a group, click the "+" symbol next to the group label.

Below screenshot is a flow that opens Request on ServiceDesk Plus with WhatsApp. We can group the whole part to see it clearer if there are more actions that we are having in the same flow.

The Create Request is a Button Item at the top so we can add a Group just under it and drag everything under it to the inside of the group action. It will look like this:

Additional Tips

Use Cases

FAQ (Frequently Asked Questions)