Automation Trigger Queue
How to use Automation Trigger Queue 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 internal/admin record in System Admin → Workflow & Automation. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Automation Flow.
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 Trigger Queue 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.
- 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 |
|---|---|---|
Automation Flowautomation | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Automation Flow |
Reference Document Typeref_doctype | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Reference Nameref_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Statusstatus | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Triggered Attriggered_at | Datetime Optional | Record the date and time in the configured system/user time zone. |
Run Afterrun_after | Datetime Optional | Null = run as soon as possible. Used by waits and date/cron triggers. |
Attemptattempt | Int Optional | Enter a whole-number value. |
Recursion Depthdepth | Int Optional | Enter a whole-number value. |
Triggered Bytriggered_by | 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 |
Event Payloadevent_payload | JSON Optional | Payload for custom emit() events. |
Resume Runresume_run | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Resume From Stepresume_from_idx | Int Optional | Enter a whole-number value. |
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.