Getting Started with Automations

Toric is ideal for reusability; build Dataflows once and let them run. With the Run Dataflow action, you can save time opening and updating sources. Let's learn how to use the Run Dataflow action in Automations.

This article covers:

• What Are Automations?
• Where Do I Find Automations?
• How Do I Create a New Automation?
• How Do I Editing an Automation?
• How Do I Know My Automation Works?

What Are Automations?

Automations are Actions that are executed based on a Trigger event. For example, evaluate a Dataflow when a source is updated in a project.

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Where Do I find Automations?

In the Dataflow Manager, navigate to the left menu and click on the Automations.

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How Do I Create An Automation?

Click the + Create an automation button and fill in each section of the configuration page.

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In the Automation Configuration you will need to complete the following steps:

Name and Describe an Automation
Select a Trigger
Select an Action
Enable the Automation
Run Your First Automation

Here's a short tutorial that breaks down each of the steps above.

1. Name and Describe and Automation

In the first section, enter a Name and a Description for your automation.

2. Select a Trigger

Choose from the following four Triggers:

Source Updated. Run an Automation when a source is updated in a Project.
Time-Based. Run an Automation daily at a specified time.
Manual. Run an Automation by clicking the Run Automation button.
Webhook. Run an Automation when a webhook is triggered. Currently supported for Procore.

Here is an example of setting up an Automation with the Time-Based Trigger.

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Here's another example using the Source Updated Trigger.

3. Select an Action

Choose from two Actions:

Run Dataflow. Run a specific Dataflow in a specific Project.
Import Data. Bring in data to a specific Project. Existing sources will be updated and new sources are created.

4. Enable an Automation

After configuring your Automation, click on the Enable toggle on the top right. If you need to make changes to your Automation configuration, click on the toggle again to Disable it.

5. Run Your First Automation

All Automations except for the Manual option will run automatically once you Enable them. For Manual Automation, click on the Run Automation button.

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How Do I Validate that Automations are Working?

In the Automations section, find an Automation and click the three dots on the right to open the menu options. Select View History to see if the Automation run status. There are three states:

Queued. The Automation is in a queue.
Processing. The Automation is running.
Success. The Automation ran successfully.
Failed. The Automation ran into an error.

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For a Failed Automation run, click on the View Detailed Log option to see the error code associated with the failure. If your Dataflow keeps failing, we recommend creating a support ticket and pasting the chat's error code. Knowing the specific error code will help our engineers find a solution faster.

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FAQ

1. How can I open a support ticket?

To make a request, write to us using the in App chat or at support@toric.com.

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Check out the links below for related articles:

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