Grouping

Introduction

The 'Group Action' component in Autom Mate is designed to organize and group actions under a specific title. This feature enhances the readability and manageability of workflows, allowing users to easily understand the flow of operations.

The primary purpose of the 'Group Action' is to provide users with a way to visually organize related actions within a workflow. By grouping actions under a common title, users can create logical sections, making it easier to navigate and comprehend complex workflows.

What is Group Action?

The 'Group Action' serves as a container for actions, allowing users to create distinct sections within a workflow. Each group can have a title to describe its purpose or function.

Key Features

• Action Organization:

  • Group related actions together for better organization and readability.

• Drag-and-Drop Functionality:

  • Easily move entire groups of actions within the workflow.

• Collapse and Expand:

  • Collapse groups to hide actions and focus on high-level workflow structure.

  • Expand groups to view and work with individual actions.

How To Use Action

Basic Usage

Description: The 'Group Action' is used to create logical sections within a workflow, grouping related actions together.

Usage:

1. Title:

   • Add a descriptive title to the group action.

   • This title provides an overview of the actions within the group.

2. Adding Actions:

   • Drag and drop individual actions into the group.

   • Actions within the group will be executed sequentially.

3. Collapse Group:

   • Click the "Collapse" symbol (⊖) on the left of the group to hide actions.

   • This helps in focusing on higher-level workflow structure.

Advanced Usage

Opening Group in New Tab

1. Hover over the 'Group Action' with the mouse.

2. Click the "OpenTab" symbol (⊕) on the right of the group.

3. Select the "OpenTab" section.

4. Enter the desired tab name.

5. Choose the tab color from the list.

6. Click the "Add" button.

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

From the button at the top left of the Group action, we can shrink it like a folder. If we press the button, the last look will be this:

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Additional Tips

Use Cases

FAQ