Workflow automation

Before you begin

• A clearly defined repeated action or material relationship.
• Permission to edit the relevant automation settings.

How to use it

1. 1

   Review existing keys

   Open Automation keys and inspect the current definitions before adding another. Use names that explain their shop purpose.

2. 2

   Configure the relationship

   Set the fields and assignments available for the key. Check linked materials or products where the workflow uses them.

3. 3

   Set up recurring work

   For scheduled tasks, use Recurring tasks in Settings. Review who is responsible and when the task should run.

4. 4

   Save and observe a result

   Check the next applicable job or scheduled task. Confirm the expected action occurred before expanding the configuration.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01Automation keys connect named shop processes to their configured relationships.