Creating an Automated Task

Procedure

1. Log in to the no-code workbench by referring to Logging In to the No-Code Workbench.
2. In All Apps, hover over the target application's … and choose Edit.
3. Click in the upper right corner of the page.
   Figure 1 Accessing the Automation page
   

4. On the Automation page, click Create.
   Figure 2 Clicking the create button
   

5. Select a triggering type, for example, On Data Update, and click Confirm.
   Figure 3 Selecting a trigger type
   

6. In the upper left corner of the page, set the automated task name.
   Figure 4 Setting the automated task name
   

7. In the Trigger area, set trigger conditions and click Save.
   Figure 5 Setting the trigger conditions
   

   Table 1 Parameters for configuring trigger conditions

   Parameter	Description
   Trigger Condition	Set the conditions 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 created: Triggered when data is added to the form and the data meets the conditions. Triggered when data is changed: Triggered when data is added to or updated in the form and the data meets the conditions. Triggered when data is deleted: Triggered when data is deleted from the form and the data meets the conditions. When approval process triggered: Triggered when the process node operation is complete. For example, the task of updating form data is triggered after the approval is complete. When timer triggered: Triggered periodically according to the preset time.
   Form	Form for triggering an automated task.
   Filter Condition	Filters data that meets the filter condition in the form.

8. Set the execution action and click Save.
   Set an execution action. The following actions are supported: Add, Update, Get Single Record, Get Multiple Records, Send email, Send WeCom Notification, Send WeLink Card, and Flow. This step uses adding data as an example to describe how to set the execution action and verify the result.

   Figure 6 Setting an execution action
   

   Figure 7 Adding data
   

   Figure 8 Inserting an action
   

   Table 2 Parameters for adding data

   Parameter	Description
   Worksheet	Select the worksheet where data is to be added.
   Add Method	When adding data to a worksheet, you can add a single data record or add multiple data records based on the data source.
   Select Data Source	Insert the Get Multiple Records action before the current node as the data source, as shown in Figure 8. This parameter needs to be set only when Add Method is set to Add multiple records based on data source.
   Field Settings	Set the field value of the new data. At least one field must be set.

   Figure 9 Updating data
   

   Table 3 Parameters for updating data

   Parameter	Description
   Object	Select the data to be updated from the data nodes before the current node.
   Update Field	Update the data that meets the conditions by selecting the corresponding fields.
   When No Data is Retrieved	If no data is obtained, you can choose to skip the current node or add a data record.

   Figure 10 Obtaining a single data record
   

   Table 4 Parameters for obtaining a single data record

   Parameter	Description
   Obtain From	Obtain a data record from forms and associated records.
   Form	Select the form from which data is obtained. This parameter needs to be set only when Obtain From is set to Form.
   Filter Condition	Obtain data that meets the filter conditions from the form. If no filter condition is set, the system selects unique data from the query records based on the sorting rule. This parameter needs to be set only when Obtain From is set to Form.
   Sorting Rule	If multiple data records are found, the first one is selected based on the sorting rule. This parameter needs to be set only when Obtain From is set to Form.
   Empty Query Result	Whether to continue or terminate the execution when the query result is empty. This parameter needs to be set only when Obtain From is set to Form.
   Select node object	Select the object from which data is obtained. This parameter needs to be set only when Obtain From is set to Related records.
   Select fields for association types	Select a field in the associated record widget in the form. This parameter needs to be set only when Obtain From is set to Related records.

   Figure 11 Obtaining multiple data records
   

   Table 5 Parameters for obtaining multiple data records

   Parameter	Description
   Obtain From	Obtain a data record from forms and associated records.
   Form	Select the form from which data is obtained. This parameter needs to be set only when Obtain From is set to Form.
   Filter Condition	Obtain data that meets the filter conditions from the form. If no filter condition is set, the system selects unique data from the query records based on the sorting rule. This parameter needs to be set only when Obtain From is set to Form.
   Sorting Rule	If multiple data records are found, the first one is selected based on the sorting rule. This parameter needs to be set only when Obtain From is set to Form.
   Limit 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. This parameter needs to be set only when Obtain From is set to Form.
   Select node object	Select the object from which data is obtained. This parameter needs to be set only when Obtain From is set to Related records.
   Select fields for association types	Select a field in the associated record widget in the form. This parameter needs to be set only when Obtain From is set to Related records.

   Figure 12 Deleting data
   

   Table 6 Parameters for deleting data

   Parameter	Description
   Select the object to delete	Select the data to be deleted from the data nodes before the current node.

   Figure 13 Sending an email
   

   Table 7 Parameters for sending an email

   Parameter	Description
   Notification type	The default value is Email and cannot be changed.
   Sender Email	Select the email address of the sender and click Email Management. The system administrator can set and modify the email information. For details, see Setting the Email Address.
   Recipient	You can specify an email recipient and set related information. You can specify a person, role, or dynamically obtain the recipient information.
   CC To	You can specify CC recipients of the email. You can specify the recipients, roles, or dynamically obtain the recipients.
   Theme	Email subject. You can enter a subject or click to add a subject.
   Content	Setting the content of the email to be sent Click Add Node Object to copy the fields from the record to the content.
   Source	Select a sending source. The name of the application where the automated task is located is displayed in the recipient information for tracing.

   Figure 14 WeCom notifications
   

   Table 8 WeCom notification parameters

   Parameter	Description
   Notification type	The default value is WeCom and cannot be changed.
   Recipient	You can specify WeCom recipients. You can specify a person, role, or dynamically obtain the recipient.
   Picture	If this parameter is checked, click the upload image button to send image and text notifications. If this option is not checked, notifications are sent as text card messages. Currently, only JPG and PNG images are supported. Use 1068 x 455 and 150 x 150 sizes for better experience.
   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	Target link for redirection when you view details.
   Source	Select a sending source. The name of the application where the automated task is located is displayed in the recipient information for tracing.

   Figure 15 WeLink card
   

   Table 9 WeLink card notification parameters

   Parameter	Description
   Notification type	The default value is WeLink Card and cannot be changed. 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 specify WeLink recipients and set related information. You can specify a person, role, or dynamically obtain the recipient information.
   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.
   Detail	Target link for redirection when you view details.
   Source	Select a sending source. The name of the application where the automated task is located is displayed in the recipient information for tracing.

   Figure 16 Flow
   

   Table 10 Flow parameters

   Parameter	Description
   Flow	Before selecting a flow, ensure that you have created a flow. For details, see Flows.
   Field Settings	Click Add Field and set the initial values of the input parameters of the flow for execution.

9. Click Save in the upper right corner of the page.
10. After the saving is successful, click Closed in the upper right corner of the page to enable the automated task.
    Figure 17 Clicking Closed
    

    After the task is enabled, the task status changes to Running, as shown in Figure 18.

    Figure 18 Viewing the enabled automated task
    

11. Check if the automated task runs as expected.
    1. After the automated task is enabled, click the test button. The test page is displayed.
       Figure 19 Accessing the test page
       
    2. Select a record and click the button to start the test.

       This test will run as a real-time automated task. Configuration data changes and message notifications will be executed and cannot be undone.

    3. Check if the data is added.
       • Method 1: On the automated task page, click Run History to check the test result of the automated task.
         Figure 20 Checking the test result
         
       • Method 2: Click to return to the application editing page. Click the form selected in Figure 7. You can see that a data record has been added to the form.
         Figure 21 Returning to the application editing page
         
         Figure 22 An added data record