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Field reference

Automation Run

How to use Automation Run in Workflow & Automation: access, working steps, fields, related records and troubleshooting.

System AdminUpdated 12 October 2026Configuration-aware guidance
Open Automation Run ↗Module guide

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 internal/admin record 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

Review the current settings or existing records and prepare the information needed for the change.

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

  1. Open Automation Run from System Admin → Workflow & Automation, or use ERP Search.
  2. Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
  3. 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.
  4. Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
  5. Save the record and address validation messages. Reload and verify the saved values and relationships.
  6. 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.

FieldType / behaviorHow to use it
Automation FlowautomationLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: Automation Flow

Automation Flow Titleautomation_titleData
Optional · Read-only		Denormalized so the run survives deletion of its Automation Flow.
StatusstatusSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Running
  • Waiting
  • Success
  • Partially Failed
  • Failed
  • Skipped
Reference Document Typereference_doctypeLink
Optional		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: DocType

Reference Namereference_nameDynamic Link
Optional		Select the record identified by the associated document-type field. Verify both the type and the linked record.
Run AsuserLink
Optional · Read-only		Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship.

Linked record: User

Recursion DepthdepthInt
Optional · Read-only		Enter a whole-number value.
Trigger Queue Rowqueue_rowData
Optional · Read-only		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Started Atstarted_atDatetime
Optional · Read-only		Record the date and time in the configured system/user time zone.
Ended Atended_atDatetime
Optional · Read-only		Record the date and time in the configured system/user time zone.
Error Summaryerror_summarySmall Text
Optional · Read-only		Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data.
StepsstepsTable
Optional · Read-only		Add the relevant child rows and review required columns, quantities and references before saving.

Linked record: Automation Run Step

Actions Snapshotactions_snapshotJSON
Optional · Read-only		The flow's steps as they were when the run started. A resumed run executes these, not the current flow.
Relationships SnapshotrelationshipsJSON
Optional · Read-only		Structured data field. Preserve the required object format and validate it before using it in an integration.
Run Staterun_stateJSON
Optional · Read-only		Step outputs, record aliases and branch choices a resumed run picks up.

Child tables

Steps — child-row fields
FieldType / behaviorHow to use it
Stepstep_idxInt
Optional		Enter a whole-number value.
Step Keystep_keyData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
Action Typeaction_typeData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
StatusstatusSelect
Optional		Choose one of the configured list values. Status fields may be controlled by the record workflow.
Available choices
  • Success
  • Failed
  • Skipped
  • Waiting
Duration (ms)duration_msInt
Optional		Enter a whole-number value.
DetaildetailLong Text
Optional		Truncated to 5k characters.
MessagemessageSmall Text
Optional		What the action threw as a message, if it failed.
ExceptionexceptionData
Optional		Enter the identifier or short text requested by the label. Preserve external reference numbers accurately.
TracebacktracebackCode
Optional		Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment.
ConditionconditionCode
Optional		The step condition that skipped this step.
Condition Valuescondition_valuesJSON
Optional		Structured data field. Preserve the required object format and validate it before using it in an integration.
OutputoutputJSON
Optional		Small structured result returned by the action.

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.
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