Automations - List View – brainX Handbuch

Package: BASIC

1. Overview

List view

The list view of created Automations has the following columns:

Status → Toggle for the status (active/inactive)
Name → Name of the Automation
Description → Description of the Automation
Category → Category of the Automation
Trigger → Number of total and active triggers
Actions → Number of total and active actions
Created by → Name of the creator of the Automation
Created → Date/time the Automation was created
Last editor → Name of the last editor of the Automation
Modified → Date/time of the last change
Actions (row menu) → Flyout menu with the actions “Edit”, “Duplicate”, “Delete” and “Export”

globale_einstellungen_automatisierungen_listenansicht.png Example: List view of the Automations

Search

Automations can be found using the search field in the list view. The following are searched:

Name, Description and Category of the Automations
the names of the contained Triggers, Conditions and Actions

The results are displayed as you type. Clicking a result opens the Automation directly at the found node. Using Show all results or the Enter key filters the list view to the results.

List view Automations - Search field with results list

2. General Actions

After clicking the actions icon “three dots” at the top right, a flyout menu opens with the actions

Manage categories → managing the categories
Import Automations → import of an Automation

general actions

2.1. Manage Categories

After clicking the action “Manage categories” in the flyout menu, the popup “Manage categories” opens.

globale_einstellungen_automatisierungen_popup_katgorien_verwalten.png Popup „Manage categories“

2.1.1. Add Category

After clicking the actions icon “Add category”, the search field changes to an input field for the name of the new category. After pressing the “Enter key”, the new category is saved and displayed in the overview.

2.1.2. Rename/Delete Category

To change the name of a category, or to delete a category, you must click the actions icon “three dots” in the row of the respective category. A flyout menu opens with the actions

Rename → the category can be renamed
Delete → deleting a category

globale_einstellungen_automatisierungen_popup_kategorien_verwalten_aktionen.png Popup „Manage categories“ - Actions

After clicking the action “Rename”, the name of the category becomes editable and can be changed accordingly.

After clicking the action “Delete”, a popup is displayed asking whether the category should really be deleted.

Note

Only “empty” categories can be deleted. If a category still contains Automations, these must be moved to another category.

The system category “Standard” generally cannot be edited/deleted!

globale_einstellungen_automatisierungen_popup_kategorie_loeschen.png Popup Delete category - Selection of which category Automations are moved to

2.2. Import Automations

Automations that have been exported from a brainX system can be imported into another brainX system using this function.

Example

brainX GmbH first creates complex Automations in a test system and then transfers them via import into the respective customer system.

globale_einstellungen_automatisierungen_popup_importieren.png Popup Import Automation

During the import, it is automatically checked whether all required fields and field values are present in the target system. If fields or field values are missing, a dialog window opens in which the missing values can be configured manually before the import is completed.

Import Automation - Popup field selection

When exporting an Automation that is intended for a later import, the following points must be observed:

PDF templates contained in the export are automatically transferred on import.
Configured email accounts are not exported and must be added manually after the import.
Imported Automations are inactive by default and must be activated manually after the import.

3. Actions per Automation

In the list view of the Automations, the actions icon “three dots” is located in the last column for each Automation.

List view Automations - Actions menu

After clicking, a flyout menu opens with the following actions:

Edit → the editing view of the Automation is opened
Duplicate → duplicating/copying the Automation
Delete → the Automation is deleted
Export → the Automation is exported (A Zip file is created which is located in the operating system's download folder. The export of Automations also includes custom fields and PDF templates.)

Right-clicking an Automation in the list view also opens a flyout menu with the identical actions:

automatisierungen_listenansicht_rechtsklick_aktionen_menue.png List view Automations - Actions menu