This article will cover the following topics:
NOTE: Automatizer is a paid-for add-on to Pipeliner. Please contact your Account Manager directly to discuss how it can streamline your business or email customer-success@pipelinersales.com and we will ask your Account Manager to contact you ⤵
Automatizer is our “Point & Click” automation tool designed to help you easily and graphically build your organisation’s processes into Pipeliner. Automatizer allows you to streamline your workflows and empower your teams working with Pipeliner by automating repetitive tasks and communications. Every process consists of triggers, if/then conditions and can include multiple actions. Automatizer will also soon work via third-party integrations.
We’ve made it as easy as you would expect from Pipeliner! No complex language or coding is required!
The "Process Manager" is your hub for managing and tracking all the processes that are created and running for your organization ⤵
The Process Manager
Click on the Tools menu and Automatizer to open up the Process Manager. You’ll see a list of all the current processes; add new processes using the “Create New” button; refresh the list and also search for specific processes by name or filter by Process Owner, and/or Process Status ⤵
In common with other List Views in Pipeliner, you can customize the columns that you want to see in the view and reorder the columns to make it easier for you to manage the process list ⤵
Key columns in the Process List
The “Status” field gives you an instant visual indication of Active (vs Inactive) processes. The “Activity (24 hours)” column gives you an hour by hour snapshot of the times that the process has run over a 24 hour period. Hover over this column to see a summary quick view of the run statistics for the process ⤵
Click on the drop-down arrow at the end of the list on the right-hand side to "Edit", "Copy" or "Delete" a process ⤵
As Automatizer has multiple triggers types you can also display the Trigger Type for each process in the Automatizer Process Manager list view ⤵
Clicking on an individual process will open up a detail panel on the right-hand side ⤵
Details Tab
In the “Details” tab, you’ll be able to Edit, Copy or Delete the process, refresh the view or toggle the process to Active/Inactive.
Click on the gear icon to update the properties of the process. You’ll then able to update:
Process Name — the name of the process.
Process Description — add or update the description.
Process Owner — the Process Owner will be the only user able to update the process and will be the user to whom all notifications are sent. You’ll only be able to update the Process Owner if you have Manager rights.
Process Type — you’ll only be able to change the process type if your user role allows you to create/edit both Personal Processes and Space Processes. A Personal Process is one that can only be triggered by the Process Owner whereas a Space Process can be triggered by the users specified when the process is created.
In the Process Statistics section, you can get an overview of the run statistics for the "Last 24 Hours", "Last 7 Days" or "Last 14 Days" ⤵
Hovering over a bar on the timeline will show you a quick view summary of the time when the statistics were recorded ⤵
Activity Log Tab
Click on the "Activity Log" tab to access a timeline of the process executions ⤵
The timeline will show whether it was a test run or a live run and each is colour-coded — Green for success, amber for warning and red where there was an error.
Hover over an entry to get a quick view summary ⤵
Or click to open up the Run Log for more information. You can easily click through to the record that has been created or updated or which had an error using the link in the "Run Log" ⤵
You can filter the "Log" entries by Triggering User or Run Status ⤵
Or download the "Activity Log" for the process to a ZIP file ⤵
Click on the "Close" button in the bottom right to exit the Automatizer and return to the Pipeliner web application ⤵
Process Notifications
There are three main types of notification used to update the Process Owner on the status of their processes:
Warning — an Action in the process ended with a warning.
Each unique/non-repeating message will be sent after the process ends, but when the message is the same & repetitive it will be sent only once each 24 hours, irrespective of how many times the process is triggered within that period.Error — An Action or Condition ended with an error.
Each unique/non-repeating message will be sent after the process ends, but when the message is the same & repetitive it will be sent only once each 1 hour, irrespective of how many times the process is triggered within that period.Stop — when the process ended with an error the last 20 times it executed.
Notifications about a Stop are sent even when the user has disabled notification sending for Automatizer.
How to enable/disable Process Notifications
Automatizer Process Notifications are enabled in each user’s Settings ⤵
Click on the Email tab and make your selections in “Automatizer Errors & Warnings” ⤵
NOTE: Each scheduled Action could result in a Warning or an Error & Notifications will be sent separately for each. However, when there is a combination of Warnings and Errors, an Error notification will be sent.
Definitions of Warnings
Action will end with a warning if:
An invalid record was created by the process.
An Email cannot be sent because:
› The email integration is not enabled for a valid account.
› There is an expired authorization refresh token.
› There are revoked permissions in the email account service to Pipeliner.
› The user has insufficient permissions.Email personalization fields cannot be filled because:
› There are fields in the email or email template which do not exist within the context of the current record (e.g. Contact fields have been selected when working with an Opportunity record).
› There are fields in the email or email template that no longer exist (e.g. they have been deleted).An Update Related Record action fails.
An Action cannot be scheduled because the dynamic option date field is NULL (empty).
Definitions of Errors
An Action will end with an Error when:
A Record creates/update cannot be completed because:
› A field referenced in the form within the process has been deleted.
› A field has been set as inaccessible for the triggering user’s role.
› User role permissions don’t allow the record to be created/updated by the triggering user.The Condition is unable to evaluate because:
› A field referenced in the condition has been deleted.
› A field referenced in the condition has been set as inaccessible for the triggering user’s role.
› User role permissions.Other unspecified error for action or condition
NOTE: For all record trigger events — Actor/User triggers the process with their own rights as defined in their User Role.