Automations

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Types of Automations

1. Screen Transitions: Automations that are executed during screen transitions, allowing you to perform validations or integrate with external systems as users navigate between screens.
2. Screen On Load: Automations that control the appearance and behavior of a screen when the screen is loaded. This can include fetching data from REST APIs or databases, hiding or showing specific screen components, and other dynamic adjustments. ​
3. In-Screen: Automations that modify screen components based on user interactions, such as controlling the visibility of components or loading data from external systems during screen interactions.​
4. Task Events: Automations that can be configured to trigger by task-level events, such as task assignment, unassignment, creation, deletion, update, or changes to a task’s scheduled slot.

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Automation Components

• Trigger: At least one trigger is required for each automation. Triggers define the event for which the automation will be executed, such as a specific user interaction or a task event.
• Validation (optional): A validation determines whether an automation should be executed or not. If a validation is specified, the automation will only be executed if the validation returns true. See more details about validations here
• Action Blocks: An automation can have one or more action blocks, each containing multiple conditions and actions. All conditions within an action block must be met (return true) for the actions in the action block to be executed.

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Creating Automations

• Navigate to the ERPLite app editor and select the screen or task event where you want to add an automation.
• Click on the “Automations” tab, and then click the “Add Automation” button.
• Configure the trigger(s) for your automation.
• Optionally, define a validation for your automation.
• Create one or more action blocks, specifying the conditions and actions for each block.

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Automation Flow

┌─────────────┐     ┌─────────────┐     ┌─────────────┐
│   TRIGGER   │ --> │ VALIDATION  │ --> │   ACTION    │
│             │     │ (Optional)  │     │   BLOCKS    │
│ • Screen    │     │             │     │             │
│ • Transition│     │ • Expression│     │ • Conditions│
│ • On-Load   │     │ • REST API  │     │ • Actions   │
│ • Task Event│     │ • Location  │     │             │
└─────────────┘     └─────────────┘     └─────────────┘

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For AI Agents

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Automation Structure

interface Automation {
  automationId: string;
  name: string;
  description?: string;
  isActive: boolean;
  trigger: AutomationTrigger;
  validation?: AutomationValidation;
  actionBlocks: ActionBlock[];
}

interface AutomationTrigger {
  type: 'SCREEN_TRANSITION' | 'SCREEN_ON_LOAD' | 'IN_SCREEN' | 'TASK_EVENT';
  config: TriggerConfig;
}

interface ActionBlock {
  blockId: string;
  conditions: Condition[];
  actions: Action[];
}

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Trigger Types

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API: List Automations

GET /api/v1/workflows/:workflowId/automations
Authorization: Bearer {token}

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UI Components

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Event Tracking

// Automation events
AutomationEvents.AUTOMATION_CREATED
AutomationEvents.AUTOMATION_UPDATED
AutomationEvents.AUTOMATION_DELETED
AutomationEvents.AUTOMATION_EXECUTED
AutomationEvents.AUTOMATION_FAILED