Field reference
Automation Flow
How to use Automation Flow in Workflow & Automation: access, working steps, fields, related records and troubleshooting.
Purpose and access
Configure workflow states, transitions, assignments and notifications against the correct record type. Define which role may act at each step and test the complete lifecycle in staging.
This page is a record page in System Admin → Workflow & Automation. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Title, Trigger Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Automation Flow from System Admin → Workflow & Automation, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Titletitle | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Document Typedocument_type | Link Optional | Blocked for child tables (istable). Required for document and date-based triggers. Linked record: DocType |
Enabledenabled | Check Optional | Enabling requires at least one action and a valid trigger. |
Disabled Reasondisabled_reason | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Trigger Typetrigger_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Trigger Fieldtrigger_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
From Valuefrom_value | Data Optional | Empty = any value. |
To Valueto_value | Data Optional | Empty = any value. |
Custom Eventcustom_event | Data Optional | Matches the event name passed to emit(). |
Date Fielddate_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Date Offset (Days)date_offset | Int Optional | Enter a whole-number value. |
Date Directiondate_direction | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Cron Expressioncron_expression | Data Optional | Standard 5-field cron, for example 0 9 * * 1 . |
Next Runnext_run | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Advanced Expression using Pythoncondition | Code Optional | Optional. For logic the match fields cannot express, such as OR groups. The document is available as doc ; the match fields and this expression must all be true. |
Relationshipsrelationships | JSON Optional | Structured data field. Preserve the required object format and validate it before using it in an integration. |
Revalidate on Runrevalidate_on_run | Check Optional | Re-check filters and condition in the worker before executing. |
Actionsactions | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Automation Action |
Run Asrun_as | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Automation Userautomation_user | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Stop on Errorstop_on_error | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Child tables
Actions — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Step Keystep_key | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Step Typestep_type | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Action Typeaction_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Targettarget | Data Optional | Named record alias this action operates on. |
Output Aliasoutput_alias | Data Optional | Optional alias for the destination reference returned by this action. |
Parametersparams | JSON Optional | Structured data field. Preserve the required object format and validate it before using it in an integration. |
Step Conditionstep_condition | Code Optional | Optional. The step runs only if this expression is true. |
Related Record Conditionrelated_condition | JSON Optional | Optional. Checked against a related record. |
Parent Stepparent_step | Int Optional | Enter a whole-number value. |
Branchbranch | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.