[{"data":1,"prerenderedAt":405},["ShallowReactive",2],{"guide:en:automations":3},{"id":4,"title":5,"body":6,"description":397,"extension":398,"meta":399,"navigation":400,"path":401,"seo":402,"stem":403,"__hash__":404},"guide_en\u002Fguides\u002Fen\u002Fuser\u002Fautomations\u002Findex.md","Automations",{"type":7,"value":8,"toc":386},"minimark",[9,13,25,32,37,40,130,137,161,165,172,183,187,223,227,284,288,305,329,333,336,340,369,372],[10,11,5],"h1",{"id":12},"automations",[14,15,16,20,21,24],"p",{},[17,18,19],"strong",{},"Admin › Automations"," holds every link between Aptli and your other systems, and every rule that acts by itself when something happens. It opens to people who hold the ",[17,22,23],{},"rulesManage"," right.",[14,26,27],{},[28,29],"img",{"alt":30,"src":31},"The Automations page, one card per category with its connections and rules","\u002Fguides\u002Fscreens\u002Fguide\u002Fautomations\u002Findex--tree.webp",[33,34,36],"h2",{"id":35},"categories","Categories",[14,38,39],{},"The page is a tree in three levels.",[41,42,43,116,122],"ol",{},[44,45,46,49,50,53,54,53,57,53,60,53,63,53,66,53,69,72,73,76,77,80,81,53,84,53,87,53,90,53,93,53,96,53,99,53,102,53,105,53,108,111,112,115],"li",{},[17,47,48],{},"Category",": one area of Aptli, such as ",[17,51,52],{},"Map",", ",[17,55,56],{},"Assets & inventory",[17,58,59],{},"Work management",[17,61,62],{},"Charges",[17,64,65],{},"Permits",[17,67,68],{},"Service portal",[17,70,71],{},"Website \u002F CMS"," or ",[17,74,75],{},"Forms",". The rest of the application sits in ",[17,78,79],{},"System"," categories: ",[17,82,83],{},"People & sign-in",[17,85,86],{},"Communications",[17,88,89],{},"Reminders & timers",[17,91,92],{},"Cleanup",[17,94,95],{},"Help requests",[17,97,98],{},"Contacts",[17,100,101],{},"Files & storage",[17,103,104],{},"Security",[17,106,107],{},"Audit",[17,109,110],{},"Versions"," and ",[17,113,114],{},"AI",".",[44,117,118,121],{},[17,119,120],{},"Connection",": one link to an outside system, in or out. It sits under the category it serves. The same system can have a connection in two categories, each with its own rules.",[44,123,124,127,128,115],{},[17,125,126],{},"Rule",": what happens when something happens. A rule that uses a connection sits under it. Any other rule sits under the category it starts from. A rule that issues a charge when an asset fails sits under ",[17,129,56],{},[14,131,132,133,136],{},"Every category is always present. A category's ",[17,134,135],{},"⋯"," is where you add to it:",[138,139,140,151],"ul",{},[44,141,142,145,146,115],{},[17,143,144],{},"New connection here"," lists the kinds of connection that category takes. See ",[147,148,150],"a",{"href":149},"\u002Fguides\u002Fautomations\u002Fconnections","Connections",[44,152,153,156,157,115],{},[17,154,155],{},"New rule here"," offers that category's recipes and triggers. See ",[147,158,160],{"href":159},"\u002Fguides\u002Fautomations\u002Frules","Rules",[33,162,164],{"id":163},"included-rules","Included rules",[14,166,167,168,171],{},"Aptli comes with rules for what it does by itself: sending a work order to its assignees, telling a submitter their request changed status, reminding a payer about an overdue charge, alerting when an asset's service falls due. They show in their categories marked ",[17,169,170],{},"Included",", and they start switched on.",[14,173,174,175,178,179,182],{},"You turn an included rule on or off, and for a notification its window sets ",[17,176,177],{},"Who receives this",". A rule marked ",[17,180,181],{},"Always on"," runs on every instance and stays on.",[33,184,186],{"id":185},"what-a-row-shows","What a row shows",[138,188,189,195,208,217],{},[44,190,191,194],{},[17,192,193],{},"Does",": what the connection or rule does, in a sentence.",[44,196,197,200,201,72,204,207],{},[17,198,199],{},"Status",": ",[17,202,203],{},"On",[17,205,206],{},"Off",". Press it to switch.",[44,209,210,213,214,115],{},[17,211,212],{},"Health",": the worst problem on the row: runs that failed in the last 24 hours, open alarms, or a push connection with no key. An outlined chip means the problem sits in a row below. Press it for what fixes it, such as ",[17,215,216],{},"Show activity",[44,218,219,222],{},[17,220,221],{},"Last 24 hours",": how many runs, and how many failed.",[33,224,226],{"id":225},"a-rows","A row's ⋯",[138,228,229,263],{},[44,230,231,232,234,235,53,238,53,241,53,244,53,247,250,251,53,253,72,256,259,260,115],{},"A connection's ",[17,233,135],{}," holds ",[17,236,237],{},"Edit",[17,239,240],{},"View details",[17,242,243],{},"History",[17,245,246],{},"Send a test",[17,248,249],{},"New pairing code"," for a website, ",[17,252,155],{},[17,254,255],{},"Turn on",[17,257,258],{},"Turn off",", and ",[17,261,262],{},"Delete",[44,264,265,266,234,268,53,270,53,272,53,275,72,277,53,279,111,282,115],{},"A rule's ",[17,267,135],{},[17,269,237],{},[17,271,243],{},[17,273,274],{},"Changes",[17,276,255],{},[17,278,258],{},[17,280,281],{},"Clone",[17,283,262],{},[33,285,287],{"id":286},"the-count-menu","The count menu",[14,289,290,291,53,293,53,296,53,299,111,301,304],{},"The count at the top of the page counts ",[17,292,150],{},[17,294,295],{},"Rules on",[17,297,298],{},"Rules off",[17,300,164],{},[17,302,303],{},"Rows with a problem",". It opens:",[138,306,307,317,323],{},[44,308,309,312,313,115],{},[17,310,311],{},"Activity",": every run and delivery. See ",[147,314,316],{"href":315},"\u002Fguides\u002Fautomations\u002Factivity","Activity and keys",[44,318,319,322],{},[17,320,321],{},"Keys and credentials",": the keys other systems use to reach Aptli, and the credentials Aptli uses to reach them.",[44,324,325,328],{},[17,326,327],{},"Inbound sources",": every source Aptli reads from.",[33,330,332],{"id":331},"the-allowance","The allowance",[14,334,335],{},"Your plan includes a number of units. Each connection and each rule you write takes one. Included rules take none. The count menu shows how many are in use. At the limit, adding a connection or a rule says so. Delete one you no longer use, or contact support to add units.",[33,337,339],{"id":338},"finding-rows","Finding rows",[14,341,342,345,346,349,350,53,352,354,355,358,359,354,362,72,365,368],{},[17,343,344],{},"Search connections and rules"," finds a row by name. ",[17,347,348],{},"Filters"," narrows by ",[17,351,199],{},[17,353,212],{}," (",[17,356,357],{},"Only problems","), ",[17,360,361],{},"Direction",[17,363,364],{},"Coming in",[17,366,367],{},"Going out",") and deleted rows.",[14,370,371],{},"Tick rules to turn them on or off together, or to delete and restore them.",[14,373,374,234,377,53,380,111,383,115],{},[17,375,376],{},"Table actions",[17,378,379],{},"Columns",[17,381,382],{},"Expand all",[17,384,385],{},"Collapse all",{"title":387,"searchDepth":388,"depth":388,"links":389},"",2,[390,391,392,393,394,395,396],{"id":35,"depth":388,"text":36},{"id":163,"depth":388,"text":164},{"id":185,"depth":388,"text":186},{"id":225,"depth":388,"text":226},{"id":286,"depth":388,"text":287},{"id":331,"depth":388,"text":332},{"id":338,"depth":388,"text":339},"The Automations page: categories, the connections to other systems under them, the rules that act on their own, status and health, and the allowance.","md",{},true,"\u002Fguides\u002Fen\u002Fuser\u002Fautomations",{"title":5,"description":397},"guides\u002Fen\u002Fuser\u002Fautomations\u002Findex","eb0YP8gnvjhkQUBrwVC2yjNC2_9EN0orfV1VwZuiMns",1793063513298]