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Version: 7.9

Creating an Automation

The automation is the executable component of a Runbook. It uses variables, parameters, options, and other data constructs to communicate with the users, tasks, and processes. It is the component of Resolve Actions Pro executed in response to events and other triggers.

Take these steps to create an automation:

  1. From the Main Menu, go to Development Tools > Automation Designer.
  2. In the New Runbook dialog box, enter the following:
    • Namespace—Namespace to in which to create the Automation. Either select an existing namespace from the drop-down list or type in a new namespace name in the following format: <namespace>.<subnamespace>.
    • Name—Type in a name for the Automation.
  3. Use the tabs in the upper-right cornet to create the various parts of the Automation:
    • Page—Optional. Creates an interactive HTML page (also called Wiki page) that the automation user can use to view and input information relating to the automation as it runs. See the Page Development guide for details on creating Pages.
    • Automation—Defines the Automation Model. See the following guides for details on creating Automation Models:
      • Automation Designer Overview
      • Building an Automation Model
      • Automation Model Flow Control
      • Programming the Automation Model
    • Decision Tree—Optional. Creates guided processes and interactive document searches that can interact with the Automation. See Decision Tree Development for details on creating Decision Trees.
  4. Click the Save icon in the toolbar in the upper-right corner to save the automation.