Getting Started - Automation

Tivisah · November 4, 2022, 2:54am

Automation Block

What is Automation Block?

Automation Block is a UI feature that automates tasks within or across modules. Using the automation block, the data can be updated automatically. This is done to minimize manual update of relevant records.

4 Block Tools:

Actions → process of doing something automatically
Condition → check/compares the value
For → used to repeat a specific block of code a known number of times
Trigger → trigger when something changes

7 Basic Element under Actions:

Perform → Submit an activity
Find → Find an entry that meets the condition
Find All → Find more than one entry that meets the condition
Form → Retrieve a form
Error → Display error message to end user
Create → Create a new Variable
Set → Set Value to a Variable

Components:

Form → information within the form

Show only the information in the from

Entry → Show list of information from the Module

CURRENT USER → system captures login user
TODAY → current date
NOW → current date and time
If…else… → to execute both the true part and the false part of a given condition. If the condition is true, the if block code is executed and if the condition is false, the else block code is executed.

If (condition):
#Executes this block if the condition is true

else:

#Executes this block if the condition is false

Or → Logical operator that evaluates as True if any of the operands is True
and → Logical operator that returns True if both the operands are true
condition → compares the value or equality of two objects

For e.g.

sum (list / table) → the total amount or number
filter (list / table) → filter information that meets the condition
find (list / table) → find an information that meets the condition
addRow (table) → add table row with values
removeRow (table) → remove specific table row
sort (list / table) → sort information by ascending or descending order
group (list /table) → group the information

Before executing

Set Value within the form

Perform Activity at another Module
Block - Perform Activity at another Module using Before Submission
Prompt Alert Message
Block - Prompt Error Message Before Submission

After executing

Perform Activity to another Module
Block - Perform Activity at another Module using Before Submission

Sample Scenario

Scenario: To trace the record of money that has moved in and out of your account.

Setup Modules

Module 1: Transfer In → get fund into the account
Module 2: Transfer Out → get fund out from the account
Module 3: Transaction → trace the movement of the funds

Automation for Transfer In

Go to Module 1: Transfer In > Basic (Create) > New Automation > Do after

Note:
Type = Type of Transaction(Transfer In)
Before Amount = The opening/balance amount (Opening amount)
Debit Amount = Amount that Transfer In
Current Amount = The Latest Amount (Before + Debit)

When performing Create do Automation

Do after

Select Find All under Action Tool
Select ‘Module’: Transaction
Find the Transaction Module first to get the current amount
Click OK

Condition Tool
Type #Transaction List Found
to indicate if the transaction is not None

If True:

Select Create under Action Tool
Variable:findLatest → find the latest balance amount
Value: sort(#Transaction List Found #Document ID, ‘descending’)[0] → sort by Document ID to get the latest Transaction. [0] → take the first row value

Click + Add Action
Select Perform
Select Module:Transaction
Select Activity: Create

Click Expand Property
Select Before Amount: #findLatest #Current Amount
Pass the opening/balance amount from the account

Select Type: ‘Transfer In’
To indicate the transaction is from Transfer In

Select Debit Amount: #Entry #Amount
Select Current Amount: #findLatest #Current Amount + #Entry #Amount
Select Reference No.: #Entry #Reference No

If False:

Select Perform
Select Module: Transaction
Select Activity: Create

Click Expand Property
Select Before Amount: 0
No transaction from this account
Select Type: ‘Transfer In’
Select Debit Amount: #Entry #Amount
Amount that Transfer In
Select Current Amount: #Entry #Amount
Select Reference No.: #Entry #Reference No
13. Click OK
14. Click Save

Result for Transfer In

Automation for Transfer Out

Go to Module 2: Transfer Out > Basic (Create) > New Automation > Do after

Note:

Type = Type of Transaction (Transfer Out)
Before Amount = The previous balance amount
Credit Amount = Amount that Transfer Out
Current Amount = The Latest Amount (Before - Debit)

When executing Create do Automation

Do after

Select Find All under Action Tool
Select ‘Module’: Transaction
Find the Transaction Module first to get the current amount
Click OK

Condition Tool
Type #Transaction List Found
to indicate if the transaction is None

If True:

Select Create under Action Tool
Variable:findLatest
Value: sort(#Transaction List Found #Document ID, ‘descending’)[0] → sort by Document ID to get the latest Transaction. [0] → take the first row value

Click + Add Action
Select Perform
Select **Module:**Transaction
Select Activity: Create
Click Expand Property
Select Before Amount: #findLatest #Current Amount
Pass the opening/balance amount from the account

Select Type: ‘Transfer Out’
To indicate the transaction is from Transfer Out

Select Credit Amount: #Entry #Amount
Select Current Amount: #findLatest #Current Amount - #Entry #Amount
Select Reference No.: #Entry #Reference No
6. Click OK
7. Click Save