[Automation] Generate data

How to create a generate data automation?

1. Create an Automation and choose an adapted trigger.

2. Select Generate data action.

3. Select Create or Update :

   1. To update an instance, Update should be selected, with the path to the instance that needs to be updated.

      

   2. To create an instance, Create should be selected :

      1. Without linking to an existing instance, the path should be completed with the Concept of the instance that needs to be created.

         

      2. By linking to an existing instance, the path should be completed with the path to the linking field.

         

4. Add one ore more operations, each operation will be played in the displayed order.

   1. For each operation, select the field that needs to be updated.

   2. Select the needed operation. Depending on the type of the field updated, a variety of operations are available :

      1. For field Text, Association, Number, Date, operations available are the following :

         1. Initialize will only update the field if the updated instance has no value for this field.

         2. Replace will always replace the previous value with the new one.

         3. Add (only for Association (n-n) and Association (1-n)) will add the value to the existing values.

         4. Remove (only for Association (n-n) and Association (1-n)) will remove the value from the list.

         5. Clear will delete all values from the field.

         6. Increment (only for Number) will increment the number by the value given, that can be positive or negative. If the Number field for the updated instance has no value, it will start at 0.

      2. If the selected operation needs a value (i.e all operations except Clear), this value can be :

         1. A fixed value (With a value) :

            

         2. A dynamic value (With a path)

            

            
            

      3. Dedicated interfaces are available for Date Range, Workflow and Stakeholders fields.

Run history

The run history of an automation shows when the automation was triggered and when it produced data.

Run not found

If no entry appears in the run history, it means that the automation has not been triggered.

Automation ran successfully but no data generated

If a run is marked as Ran successfully but it is marked as No data generated, it means that the automation was triggered successfully, but based on what has been configured, no data was generated. If this is not the intended outcome, it’s possible that the configuration is incorrect (ex: Only if misconfigured).

Automation ran successfully and Event id is listed

If an Event id is listed for a run marked as Ran successfully, it confirms that data has been generated. If further clarification is required regarding the generated data, please contact the support team.

Delay for large automations

For large automations that generate a high volume of updates, a significant delay may occur between the Ran successfully and the moment when data becomes visible to users. In such cases, it's recommended to wait a little while before expecting to see the results.