Create Autom

Guides users through the process of creating new automated workflows.

Introduction

Autom Flow creation in Automate allows users to design and execute specific tasks in a structured manner. This guide provides step-by-step instructions on creating your first Autom Flow.

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Creating an Autom Flow

1

Navigate to 'Autom' Page

From the left menu, go to the 'Autom' page located under the 'My Environment' section.

2

Click 'Create New Autom'

Locate and click the 'Create New Autom' button to initiate the flow creation process.

3

Fill Out the Form

In the 'Create New Autom' modal that appears:

• Enter a name for the flow.

• Select the type of the Autom.

• Provide a description of the flow, defining its purpose.

• Specify a Timeout in milliseconds (e.g., 600 for 6 seconds).

• Optionally, choose an Agent of Autom.

4

Click 'Create'

Once all necessary information is filled, click on the 'Create' button to create the Autom Flow.

Shortcut

Using the Shortcut

• Alternatively, you can create an Autom Flow quickly by clicking the 'Create Autom' icon in the menu directly. The system will assign an ID to your Autom, which can be changed if needed.

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Autom Flow Designer

After creating an Autom, you will be redirected to the Autom Flow Designer page. Here, you can design your process flow using the following tools and features:

Key Features

• Event Schema Construction

  • Drag and drop components from the menu on the left side, located between the start and stop actions, to create your event schema.

• Trigger Integration

  • To execute the event schema, you need a trigger, which initiates the Autom Flow.

• Flow Components

  • Explore various tools and components available to create and manage your events comprehensively.

• Workboard

  • Design your process flow on the workboard, which serves as the starting and ending point for your processes.

• Variables

  • Manage a list of variables that can be used within flow diagrams, allowing for dynamic process design.

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Library Categories

Automate features three main library categories: "Integration", "Transforms" and "Utility". These categories are built upon system libraries developed by Automate and custom libraries created by either Automate or Citizen Developers.

System Libraries

• Developed by Automate and pre-installed in the platform.

• Cannot be deactivated and automatically load during installation.

• Examples include MS Teams, Active Directory, and more.

Custom Libraries

• Created by Automate or Citizen Developers.

• Available for download or updates from the Library Store.

• Enhance Flow's flexibility and cater to a wide range of applications.

Accessing Libraries

Libraries are essential for process improvement and can be accessed in two ways:

1. Navigate Through Libraries

   • On the left menu, select the relevant library category, choose the desired libraries, and drag them into your flow diagram as needed.

2. Use the Shortcut

   • Click the "+" button between the "start" and "stop" actions to quickly access the library categories and components.