Category: Automation Designer

To test out the current scipt, click the Debug button to begin.

The activity that is currently being performed will be highlighted

The Output will display actions occuring including Variables being set.

To pause the testing at a specific activity, select the activity that you want to pause at.

Click he Toggle Breakpoint button.

A breakpoint is added on the selected activity. The script will pause at this activity until you click the Debug button to continue.

Selecting the activity and clicking the Toggle Breakpoint button will remove the breakpoint.

Scheduled scripts will be run during time intervals.

Name – the name of the script.
Is Active – the script will run if true, not run if false.
Start Mode – the type of interval that the script will run on (Daily, One Time, Weekly).
Start Time – the time, of the day, that the script will begin.

Script runs one time at the designated time.

Script will run daily at a particular time.

Recur Every Days – this will designate if the script will run daily (1), every two days (2)…

Script will run weekly.

Recur Every Weeks – how any weeks will the script run. One week (1), two weeks (2), all year (52).
Daily – select the days the script will run.

Auto scripts are scripts that run based on the actions of a Form or Software Object. The script can automatically run when a new record is created and/or when it fits a specific criteria.

The record id will be passed to the script.

Name – the name of the script.
Target Type – the type of object that will associated to this script.
Is Active – refers to an active script. True and it will run automatically, false and it will not.
On Create – schedules the script to run when a new record is created.
First Criteria – schedules the script to run when the record matches a crtieria.

Automation scripts rely heavily on Variables.

Variables allow data to be moved throughout the script. Many actions rely on input and many produce output that can be later used in other actions.

Typically, a variable will be added while you design your script.

Once you drag an action onto the designer, click the Click for Options link to bring up the Options dialog.

For this particular action we have a Output field that will be set to a variable.

Click the button to the right of the field.

The Variables dialog will be invoked.

If Variable of the required type already exists, they will show in the list.

To create a new Variable, cilck the New button.

Type in the Variable name and click Ok.

The new Variable will be shown in the list.

Select the Variable and click Ok.

Under the Variable section, click on Create Variable to create a new variable.

This will default to a string Variable Type. Click the String type and select the appropriate Variable Type.

You can also add a Variable by clicking the Add Variable button under the Automation group.

Type in a name, select a common Variable Type and click Ok.

The Variable will be added to the Action that is selected depending on if that Action is able to accept Variables.

Actions are little pieces of code that will be executed.

To add a Action, simple click on the desired action and drag it onto the designer.

Click on the title of the action and type in a new name.

Right click the desired action and choose the Delete option.

You can also select the action and press the Delete key.

Some actions will have properties that need to be filled in order to perform.

Click the Click for Options link to open the Options dialog.

Depending on the action, the Options dialog will display all Input and Output fields.

Input fields are used to perform the action.
Output fields are the result when the action is performed. Not all actions will have a output.

The Designer is where all the actions will be placed to make a fully functional script.

When double clicking on some actions, they will be fully opened in the designer.

The breadcrump navigation, at the top, will

The Designer can be zoomed in and out by clicking either the Zoom button or choosing a zoom percentage.

To center the entire Automation Script, click the Center button next to the Zoom percentage drop down.

Next to the center button is the Overview button that will invoke the Overview popup.

Drag the box up and down for easy navigation.

To expand or collapse a action, click the arrows on the top right.

Expanding and collapsing all actions, in the designer, can be achieved by clicking the Expand All at the top right of the designer.

The main Automation Designer is broken up into 6 different areas.

Designer – where you will drag your actions onto.
Actions – a list of actions that can be dragged onto the designer.
Properties – the properties for a selected action.
Browser Designer – retrieves web page html elements search criteria that will be used to perform actions upon.
Variables/Arguments – list of variables and arguments for the selected action.
Output – testing a script will list all the details and any errors.