Set Up Board Automation

How to create Board Automation?

Board Automation will be triggered when a record is created on the Data Board, when a record is deleted and when selected fields are updated.

Step 1: Click on the Data Boards tab in the left sidebar navigation menu and select a board.

Step 2: On the selection board, Click on Automation.

Step 3: Click on New Board Automation.

Step 4: Input your desired Automation Name, Automation Description, select a Triggered Condition and Triggered Workflow and click on CREATE to create the Board Automation.

Triggered Condition

• When a record is created - Selected workflow will be triggered when a record is being created in data board

• When a record is deleted - Selected workflow will be triggered when a record is being deleted in data board

• When a record is updated - Selected workflow will be triggered when a selected field is being updated in data board

Triggered Workflow

Case 1: If you have no automation workflow, you can add a new workflow directly from the Automation Details by clicking on New Board Automation.

Input the name of the Board Automation workflow and the default connector which is Webhook connector can be seen from the editor UI.

• Webhook connector as a trigger for a workflow when you want to receive data and run a workflow based on the data. The Webhook node also supports.

• The functions for Automate Data Board connector are as follows: Create Record, Update Record, Delete Record, Clear Fields, Get All Records, and Get Single Record.

Case 2: If you already had workflow, you can edit the workflow from the triggered workflow preview.

Triggered Workflow Preview can be seen and edited.