Advanced Actions

Introduction

This document delineates the integration between Automate and Advanced Actions, elucidating how Automate enriches automation capabilities within Advanced Actions.

The collaboration between Automate and Advanced Actions empowers users to transform static variables dynamically within objects sourced from external data, enhancing data processing and automation efficiency.

What is Advanced Actions?

This section expounds on the functionalities and benefits of Advanced Actions.

Overview of Advanced Actions: Advanced Actions enable the dynamic transformation of static variables within objects sourced from external data sources, facilitating enhanced data processing capabilities.

Key Features:

• Dynamic variable manipulation

• Integration with external data sources

• Conditional data selection and manipulation

Automate Integration with Advanced Actions

Overview of Integration: Automate seamlessly interacts with Advanced Actions to automate tasks involving dynamic variable manipulation and conditional data selection.

Examples of Automated Tasks:

• Transforming static variables to dynamic within objects

• Conditionally selecting and manipulating data from external sources

How To Use Actions

Advanced Actions

Description: Advanced Actions enable the dynamic transformation of variables from external data sources for use within Automate.

Purpose: This action is utilized to manipulate variable values, facilitating data processing within Automate workflows.

Usage:

1. Drag the Advanced Actions action from the libraries tab to the flow screen.

2. Click the configuration button to open the edit screen.

Inputs:

• Source data variable

• Conditions (optional)

Outputs:

• Modified variables based on specified conditions.

Go To

Description: The Go To action navigates to a specified destination within the workflow.

Purpose: This action facilitates workflow navigation and branching based on predefined conditions or criteria.

Usage:

1. Drag the Go To action from the libraries tab to the desired location in the workflow.

2. Configure the action by selecting the destination within the workflow.

Inputs:

• Select Destination: Specify the destination within the workflow to navigate to.

Outputs:

• None

The total execution count of "Go To" actions within an Autom is limited to 10, excluding WhatsApp and MS Teams Autom workflows.

Run Command

Description: The Run Command action executes a specified command or script within the workflow.

Purpose: This action enables the execution of commands or scripts, facilitating process automation and integration with external systems.

Usage:

1. Drag the Run Command action from the libraries tab to the desired location in the workflow.

2. Configure the action by providing the command or script to execute.

Inputs:

• Command: Provide the command or script to be executed. (Powershell script must be provided!)

Outputs:

• Execution results or responses from the command/script.

Data Transform

Description and Purpose : Autom Mate platform offers advanced data manipulation capabilities through its Data Transform action. This action, found under the Advanced Actions menu within the Transform section, allows users to configure rules and manipulate data according to their needs.

Input Selection: Users have two options for selecting input data for this action:

1. Choose Variable:

   • Users can select a variable from a drop-down menu, allowing them to manipulate the data as needed.

2. Run and Fetch Data from Action:

   • Users can select data from actions executed before the Data Transform action. This selection allows for manipulation of data generated by previous actions.

Action Configuration: The Data Transform action provides several buttons and options to help users configure their data manipulation processes:

1. Preview Button:

   • Appearing as a refresh button, clicking this will refresh the connection between the action and services, displaying the updated data in the preview screen.

2. Transform Source Button:

   • Resembling a square, this button helps users select all variables and data within the chosen variable.

3. Transforms Button:

   • This button allows data manipulation without previewed source data. When clicked, a pop-up appears for entering variable keys. Users can add manual transforms, defining variable types and recording them by pressing enter. Saved variable names appear in green in the transform list.

Transform Data Pop-Up: After selecting a transformation option, a Transform Data pop-up appears on the right side. Users can choose the type of variable and see related actions for data manipulation. Using the plus button next to the Action Selection drop-down, users can add multiple actions and conditions. The conditions section also has a plus button for adding multiple conditions.

Data Manager: In the Transform Data main window, a button allows users to switch to Data Manager, handling data management requests.

Key Manipulation: In the preview view, clicking on any key allows users to manipulate that specific key. Changes are highlighted in green once saved.

Reset Button: This button resets everything to default settings.

Data Type Tips:

1. Data Table:

   • For manipulating data tables, users can define data row and column indexes using manual transforms. Differences in index numbering between variable naming and data tables depend on whether arrays or objects start indexing from 0.

2. Extracting Keys:

   • Users can extract keys and assign them to different variables by selecting "No Action" in the Action Selection drop-down menu.

Runtime Data Manipulation: The Data Transform action manipulates data at runtime. When the flow stops, values revert to their default settings.

Addıtıonally, some of the data type like data table, can allow the select value button and when the user can click on it, they can be the easy view to see the data.

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Additional Tips

Use Cases

FAQ