Setting Up Automations
Last updated
Was this helpful?
Last updated
Was this helpful?
The execution order of automation follows the sequence in which the automation tasks are created within the system. However, users can modify this order by adjusting the "Order" field for each task.
Any automation errors can be viewed via the "Error log" button located at the top-right corner of the screen.
To enable or disable automation, use the slider next to the "Order" field. The default state for newly created automation is "Disabled".
To edit, duplicate, or delete automation, click on the "three-dot menu" located next to the activity slider, and select the desired option.
A single automation can have a maximum of six (6) Conditions and six (6) Actions.
To set up an automation, you need the following elements:
Trigger (When): The event that starts the automation.
Conditions (And if): Criteria that define when the automation should run.
Actions (Then): Tasks performed when conditions are met.
Automations can be accessed from the left-hand side panel in the Ergonode interface:
Click on the "Automations".
If it’s your first time, you’ll see a blank screen. Click on New Automation to get started.
Use the field labeled "Name" to specify a clear, concise title for your automation. This name will help you and your team easily identify its purpose or function in the list of automations. Consider choosing a descriptive name that reflects the automation’s triggers, conditions, and actions, making it straightforward to locate and manage later. For instance, names like “Assign to "Sofas" category when "Product type" attribute value match” ensure clarity and ease of use. Take your time to make it as informative as possible!
Conditions specify when an automation should run. These can be based on:
Attribute Value: Characteristics like material (e.g., "100% Cotton") or size (e.g., "45").
Category: Product categories such as "Electronics" or "Herbal Teas."
Template: Specific templates for product pages (e.g., "Furniture").
Status: Workflow status changes, such as "Product Category Updated."
Actions define what happens when conditions are met. Examples include:
Edit attribute value: Modify one or more product attributes.
Edit category: Change a product’s category.
Edit template: Change a product’s template.
Edit status: Change a product’s status.
Generate description/name: Use AI to create product descriptions or names based on custom prompt.
Translate: Automatically translate attribute values into another language.
