Creating an Automated Task

What Is Automation?

Automation assists in efficient application management. It modifies or adds data in another form when form data is updated and specific trigger conditions are met. This enables intelligent operations such as automatic data updates and process initiation. Automation is ideal for handling repetitive tasks to boost efficiency. For details on creating an automated task, see Setting Automation Based on Typical Scenarios.

Creating an Automated Task

1. Log in to the no-code application workbench by referring to Logging In to the No-Code Workbench.
2. In the All area, hover your cursor to the ... in the upper right corner of an application and click Edit.
3. Click in the upper right corner of the page. The automation page is displayed.
   Figure 1 Accessing the Automation page
   

4. On the Automation page, click Create.
5. Select the required triggering type, for example, On Data Update, and click Confirm.
   Figure 2 Selecting a trigger type
   

6. In the upper left corner of the page, set the automated task name.
   Figure 3 Setting the automated task name
   

7. In the Trigger area, set trigger conditions and click Save.
   Figure 4 Setting the trigger conditions
   
   • Trigger condition: Condition for triggering an automated task.
     • Triggered when data is created: Triggered when data is added to the form and the data meets the conditions.
     • Triggered when data is updated: Triggered when data in the form is updated and the data meets the conditions.
     • Triggered when data meets conditions: Triggered when data is added or updated in the form and the data meets conditions.
     • Scheduled triggering: The task is triggered periodically based on the preset time period.
     • Process event triggering: triggered when a process task starts or ends. For example, form data update is triggered after the approval is complete.
     • Triggered when data is deleted: Triggered when data is deleted from the form and the data meets the conditions.
   • Form: Select the form that triggers the automated task. After selecting a form, set filter criteria and select fields as prompted.

8. Set the execution action and click Save.
   Figure 5 Setting the execution action
   
   • Adding data
     • Form: Select the form to which data is to be added based on service requirements.
     • Type: Select whether to add a data record or add multiple data records based on the data source.
     • Data source: Insert an action of obtaining multiple data records before the current node as the data source.
       Figure 6 Inserting an action
       
       Figure 7 Obtaining multiple data records
       
     • Field setting: Set at least one field.
   • Updating data
     • Object: Select the object to be updated.
     • Field: Update the data that meets the conditions by selecting the corresponding fields.
     • If no data is obtained, skip the current node or add a data record.
   • Obtaining a data record
     • Method: Obtain a data record from forms and associated records.
     • Obtaining data from forms
       • Form: Select a form for obtaining data from the drop-down list box.
       • Filter criteria: Obtain the data that meets the filter criteria from the form. If no filter criteria are set, obtain the unique data from the query records based on the sorting rule.
       • Sorting rule: If multiple data records are found, the first data record is obtained based on the sorting rule.
       • Empty query result: Whether to continue or terminate the execution when the query result is empty.
     • Obtaining data from associated records
       • Object: Select the object from which data is to be obtained.
       • Select the field of the associated record type: Select the field corresponding to the associated record widget in the form.
   • Obtaining data records
     • Method: Obtain a data record from forms and associated records.
     • Obtain data records from forms
       • Form: Select a form for obtaining data.
       • Filter criteria: Obtain the data that meets the filter criteria from the form. If no filter criteria are set, obtain the unique data from the query records based on the sorting rule.
       • Sorting rule: If multiple data records are found, the first data record is obtained based on the sorting rule.
       • Limited quantity: Obtain the first N data records based on the sorting rule.
       • Empty query result: Whether to continue or terminate the execution when the query result is empty.
     • Obtaining data from associated records
       • Object: Select the object from which data is to be obtained.
       • Select the field of the associated record type: Select the field corresponding to the associated record widget in the form.
   • Deleting data: When data is deleted, an automated task is triggered.
   • Sending an email
     • Notification type: Email notification.
     • Sender email account: Select the sender email address and click the mailbox management button. The tenant system administrator can set and modify the email address information. For details, see Managing Email Addresses.
     • Recipient: You can assign an email recipient and set related information. You can specify a person, role, or dynamically obtain the recipient information.
     • Cc: You can assign CC recipients of the email. You can specify the recipients, roles, or dynamically obtain the recipients.
     • Subject: Email subject. You can enter a subject or click to add a subject.
       Figure 8 Setting the email subject
       
     • Body: Set the content of the email to be sent. Click the node object to copy the fields from the record to the content.
       Figure 9 Setting the content of the email to be sent
       
     • Source: Select a sending source. The name of the application where the automated task is located is displayed in the recipient information for tracing.
   • WeCom notifications
     • Notification type: WeCom.
     • Send to: You can assign WeCom recipients. You can specify a person, role, or dynamically obtain the recipient.
     • Image: If this parameter is selected, click the upload image button to send image and text notifications. If this option is not selected, notifications are sent as text card messages.

       Currently, only JPG and PNG images are supported. It is recommended that the image size be less than or equal to 1068 x 455 (large image) or 150 x 150 (small image).

     • Theme: WeChat theme. You can enter a theme or click to add a theme.
     • Content: WeChat content to be sent. You can enter the content directly or click to add the content from the record.
     • Details: Set the redirection link.
     • Source: Select a sending source. The name of the application where the automated task is located is displayed in the recipient information for tracing.
   • WeLink card

     You can send WeLink card notifications to a maximum of 1,000 users at a time. To use this function, bind WeLink first.

     • Send to: You can assign the WeLink recipient and set related information. You can specify a person, role, or status.
     • Theme: WeLink theme. You can enter a theme or click to add a theme.
     • Content: Set the WeLink content to be sent. You can directly enter the content or click to add the content.
     • Details: Set the redirection link.
     • Source: Select a sending source. The name of the application where the automated task is located is displayed in the recipient information for tracing.
   • Flow

     Before selecting a flow, ensure that a flow has been created on the low-code application platform of Huawei Cloud Astro Zero.

     • Flow: Select a created flow.
     • Field settings: Click the button to add fields to transfer the initial value to the input parameter of the flow for execution.

9. Click Save in the upper right corner of the page.
10. After the settings are saved, enable the automated task by referring to Enabling an Automated Task.