This feature requires a Cartegraph OMS license.
You must have administrator rights to access this feature.
- Click >Automation Manager.
- Click Create Automation.
- Select an appropriate trigger. For example, Manually create or edit records in bulk.
- Drag the Set Fields block to the Actions section.
- Edit the Title to make it more descriptive.
- Select the Record Source.
- Rename the automation.
- Turn on the automation.
- Click Save to save the automation.
The automaton is added to the list of automations and runs the next time the conditions are met.