Automations - List View – brainX Handbuch

Package: BASIC

1. Overview

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
Triggers → 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 of the creation of the automation
Last editor → Name of the last editor of the automation
Changed → 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 automations

2. General Actions

After clicking the action icon "three dots" at the top right, a flyout menu opens with the actions:

Manage categories → manage the categories
Import automations → import 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 action 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, click the action icon "three dots" in the row of the corresponding category. A flyout menu opens with the actions:

Rename → the category can be renamed
Delete → delete 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-side category "Standard" generally cannot be edited/deleted!

globale_einstellungen_automatisierungen_popup_kategorie_loeschen.png Popup Delete category - Selection of which category automations will be moved to

2.2. Import Automations

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

Example

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

globale_einstellungen_automatisierungen_popup_importieren.png Popup Import automation

During 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 manually configured before the import is completed.

Import automation - Popup field selection

When exporting an automation intended for later import, the following points must be observed:

PDF templates contained in the export are automatically transferred during import.
Configured mailboxes are not exported and must be manually added after import.
Imported automations are inactive by default and must be manually activated after import.

3. Actions per Automation

In the list view of automations, the action 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 → duplicate/copy the automation
Delete → the automation is deleted
Export → the automation is exported (a zip file is created which is located in the download folder of the operating system. The export of automations also includes custom fields and PDF templates.)

Right-clicking on 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