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Automation(Formerly known as Robot)

The Automation is able to connect the data in datasheets with various business systems and Apps and automatically performs specified operations according to preset trigger conditions to help you complete repetitive work, decreasing your workload.

Below are some scenarios using a Automation:

  1. E-commerce

    • When a new form is submitted, the automation will automatically change the order status
  2. Inventory management

    • When the order status is changed to shipped, the automation will automatically reduce the number of stocks
  3. Sales management

    • When the "Sales leads" datasheet and "Sales records" datasheet are linked with each other, and there is a new record added to the "Sales leads", the automation will automatically add this new record into the "Sales records" datasheet as well.

Steps for starting automation​

There are three steps:

Step 1: Go to Automation List and Create New​

Click the "Automation" icon at the top right corner of the datasheet to view the automation list created:

entrance

Then click "New Automation" in the list to see the automation configuration panel.

automation_panel

Step 2: Configure the triggers and actions​

After entering the automation configuration panel, you need to configure trigger conditions first and click to save.

Then configure the trigger conditions of the automation, and click to save.

Click to view more configuration information:

Step 3: Enable the automation​

Once you have configured and saved the triggers and actions, the final step is to enable the automation.

enable_automation

How to troubleshoot?​

To access the running history panel, click on the icon as shown below. This panel logs all previous runs—successful, failed, and ongoing.

run-history-enter

For each "successful" and "failure" run, expand the operation details to view the input and output at each step. In the "Run Failure" history, examine the server-provided error message to identify issues at specific steps.

Here are some common error situations:

  • 400 Bad Request - This indicates that the server cannot understand your request. Please check if the request format and parameters are correct.

  • 401 Unauthorized - Authentication failed or the user does not have permission to make the request. Please confirm your authentication credentials are formatted correctly.

  • 403 Forbidden - The server refused authorization. Please confirm your authentication credentials are formatted correctly.

  • 404 Not Found - The requested resource cannot be found on the server. Please check your request format and parameters.

  • 408 Request Timeout - The server timed out waiting for the request. Please check your network connectivity.

  • 500 Internal Server Error - The server encountered an error and could not complete the request. Please check request format and parameters or contact who configures this.

  • 502 Bad Gateway - The server received an invalid response from another server. This is usually a server configuration issue. Please contact who configures this.

  • 503 Service Unavailable - The server is temporarily unable to handle the request, possibly due to overloading or maintenance. Please retry later or contact who configures this.

What to Do If Your Error Is Not Listed?

If you encounter an error that is not covered in the above list, you have two options:

  1. Online Search: Use the error message or code to search for a solution online. Many issues are common and have been addressed in forums or documentation.

  2. Join Our Discord Community: For more personalized assistance, join our Discord server where you can ask questions and get help from the community and our support team. Discord Link: https://discord.com/invite/q6RzxjyvYV