Automated Workflows
Introduction
Automation workflow is built with many single components connected, these components are called task that accomplishes a specific task, or connects with an outside service. For example, the https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/125009726
Designing automation is at the core of Sapper. The automation tab provides for easy navigation into the different capabilities that are necessary for designing automation.
Sapper’s simple drag and drop no-code you experience makes it easy to design, develop and execute automation. It’s as easy as connecting the dots.
My Automation
Here, you can check all their created/installed automation and information on the apps involved.
Each automation has its navigation button which consists of a few time-saving features. We have curated a you-friendly interface where you can easily execute, copy, edit or delete a workflow with just a few clicks.
By clicking on particular automation, you can enter the automation environment.
For more information: https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/677609531
The automation page has numerous features to nurture the workflows. In this section, you will understand what these features do and how they can be incorporated to make the workflow impeccable and optimized.
Automation Design Studio
The Automation design studio is where all the integrations, connections, and automation are built. The fundamental flow of elements that would require to construct the integration is :
1) Trigger
Choose the type of Trigger to initialize the integration.
For more information: https://sappersoftware.atlassian.net/wiki/spaces/SD/pages/38960954
2) Task
Select a specific task, which connects with an application/outside service/server or a database. You can simply drag and drop the tasks from the left panel to the design environment.
Primarily, there are three types of universal integration tasks :
Application Task
Core Task
Helper Tasks
For more information:
Complex integrations might be comprised of dozens of actions. Their configuration details will determine the overall flow and purpose of the automation.
3) Create Connection
Build the connection by which a task authenticates with a third-party app or service. It might contain a username/password set, API key, OAuth 2.0 token, or some other proprietary authentication type.
For more information:
4) Test, Execute, and Publish
Once the automation is ready, you can test the automation, in case of any failure they can refer to and after troubleshooting the automation can be published.
Creating a new automated workflow
Steps to configure
Start with clicking the automation tab from the navigation menu.
Click on create automation button and the form will appear on the screen.
Fill in the name, to get an opportunity from Salesforce, add a description (if needed), and save the automation.
Click on the Apps icon on the left for finding available applications. For more information please follow these pages or
Find Salesforce from the search box.
Drag and drop Salesforce tile into the design studio canvas, now connect the dots between the tiles by clicking and dragging to create a workflow.
Click on the first Salesforce task node and the following form will appear on the right side of the screen.
Add a connection. You can create/edit a connection by clicking on the plus and edit button or can use the existing one. Salesforce uses a Rest OAuth-type connection. Fill in the details according to connection’s configuration.
After saving the connection’s details, you need to add the domain name in the URL input field. Provide the domain name only in place of the highlighted content given below. Please note, editing the query would modify the automation.
In the method, input selects the respective methods from the below list.
GET is used to fetch something from the server
POST helps to create something on the server
PUT helps to update something on the server
DELETE is to delete something from the server
11. Add an appropriate URL based on the requirements.
12. Select the required request type from the drop-down list. A request type is the type of request sent by the requester such as an incident or request for any information.
13. To create the custom action, there is 4 request type, i.e., JSON request body, URL encoded form, multipart form, and raw request body.
Request Type | Description |
|---|---|
JSON request body | The JSON request body is a method of the request interface that reads the request body and returns it as a promise that resolves with the result of parsing the body text as JSON. |
URL encoded form | The URL-Encoded Form is a widely-supported encoding on the web. It's most often used for serializing web forms sent via POST requests. This encoding is also used to send structured data in URL query strings. It is a relatively efficient encoding for sending small amounts of data. |
Multipart form | A multipart/form-data is one of the values of the enctype attribute, which is used in form elements that have a file upload. multi-part means form data divided into multiple parts and send to the server. |
Raw request body | The raw HTTP request action sends an HTTP request to a web server. How the response is treated depends on the method, but in general, the status code and the response headers are returned in variables defined as part of the page load options. |
11. Now, click on the second Salesforce task node and follow the above procedure,[ Since you has already created the connection for Salesforce, it can be used for this node too by just clicking on the connection from the drop-down menu button of the select connection input field ]
12. Click on the Slack task node and the following form will appear on the right side of the screen.
13. Add a connection. You can create/edit a connection by clicking on the plus and edit button or can use the existing one. Slack uses a Rest API key type connection.
Fill in the details according to connection’s configuration and click on save.
14. Provide the channel name. A channel's name let you knowletsout the purpose of the application. If the purpose of a channel changes at any point in time, it can be renamed. Workspace owners and admins can rename any public channel (including the #general channel) and private channels that they've joined in Slack. You can rename any channel as per the requirements that have been created by you.
15. Save the configuration, and click on execute button to run the automation.
16. Visit the tab to check whether the automation ran successfully or not. You can also refer to your Slack accounts. The report tab is a documentation of the previous automations process. This report combines a summary of automation for management and stakeholders and detailed statistical information stored and given to the developers as feedback.
Export Automation
Exporting action allows you to export the executed automation. It helps them to save and use it for further reference.
Steps to Export Automation
Click on the automation tab, for finding the executed automation.
Select the desired automation and click on the export icon on the right side of the screen.
After clicking on the export icon the exporting of the automation will be done in a JSON format. JavaScript Object Notation (JSON) is a standard text-based format for representing structured data based on JavaScript object syntax. It is commonly used for transmitting data in web applications (e.g., sending some data from the server to the client, so it can be displayed on a web page, or vice versa).
Import Automation
Importing action allows you to import automation from the outside source. It helps you to add their required automation for further requirements.
Steps to Import Automation
Start with clicking on the automation tab.
Click on the Import automation tab and the form with be appear on the screen.
Now, you need to drag and drop/browse for files to import the automation details in a JSON format. JavaScript Object Notation (JSON) is a standard text-based format for representing structured data based on JavaScript object syntax. It is commonly used for transmitting data in web applications (e.g., sending some data from the server to the client, so it can be displayed on a web page, or vice versa)
Click on the import button and the import automation will be done.
You need to set the connection type for further automation process after importing the automation.