Automator

The Automator module in automates repetitive tasks and workflows, streamlining processes and saving time for users. It allows for the creation of custom automation sequences without the need for coding knowledge.

Dashboard:

Steps:

1. Click on Admin profile
2. Click on Setup
3. Click on Advanced
4. Click on Automator under Advanced

Step 1:

Step 2:

Enter the details in Add Job:-

1. Click on Add Job button
   

2. Click Automator tab:
   Job Title - Enter job title
   

3. Click on Trigger tab:
   Start on - Select date from the calendar
   Schedule/Run Every X Mins - Enter schedule
   

4. Click on Action tab:
   Script - Select Script type from the dropdown list
   Method - Select Method type from the dropdown list
   Params - {}
   

5. Click on More tab:
   Description Notes - Enter description notes
   Run Only once - Select True / False from the dropdown
   

New Script name:

1. Click on '+' button
2. Enter the script name
3. Click on OK button

Step 1:

Step 2:

1) Script Edit:- To edit the script
Step 1:

Step 2:

2) Edit Record:- To edit the record.
Step 1:

Step 2: