Automations

Table of Contents

1. Summary
2. Automation
3. Trigger Types
   1. Data Modified
   2. Entity Created
   3. Attachment Uploaded
   4. Set of Fields are Filled
4. "When" Criteria
   1. Field Type
   2. Field Name
   3. Before/After Conditional
   4. Before/After Value
5. "Then" Resolution
   1. Set Value
   2. Create Entity

Summary

Automations allow for QBench Administrators to automatically Update and Create data in QBench whenever certain criteria are met. When Automations run, they will create history entries whenever they Update and Create data.

Automation

Location in QBench:

Name

Name of the Automation.

Trigger

The Automation Trigger is the event that will cause the automation to run see the Trigger Types section for more details. This cannot be changed after the Automation has been created.

Data Type

The Automation Data Type is the Data type that will be used for listening for Triggers and will be used for manipulating data in QBench. For example, if your Data Type is "Test", your automation could listen for the "Results" field on the Test to change, and then update the Test's Status. This cannot be changed after the Automation has been created.

Active

Checkbox to enable/disable the Automation. NOTE: If you make changes to your Automation When/Then tabs and the Automation is Active, those changes will take effect immediately after they have been saved.

Trigger Types

Data Modified

This trigger happens when some criteria has been met on Data Type the Automation is associated with. For example, given your Automation Data Type is "Test", you can set up your Automation to be triggered when the Test Status goes from the "In Progress" Status to the "Completed" Status.

Entity Created

This trigger happens when an entity of the Data Type associated to the Automation is created. Upon creation, you will have the option to choose "When" criteria. For example, given your Automation Data Type is "Test", you can set up your Automation to trigger when the Test is created.

Attachment Uploaded

This type is triggered when an attachment is uploaded to the Data Type associated to the Automation. For example, given your Automation Data Type is "Test", you can set up your Automation to trigger when an attachment is uploaded to the Test only if the attachment name is equal to "data.csv".

Set of Field are Filled

This type is triggered when and only when all of the Automation "When" criteria are met. It will not be triggered after the criteria has been met, unless the data no longer matches the criteria and is updated again to match the criteria.

For example:

Given our Automation Data Type is "Test", and our Automation "When" criteria are as follows:

• Test status is equal to "Completed".
  • This can be accomplished by checking the "Additional Criteria" checkbox to specify exactly what you want the selected field to match.
• Test result field has any value. 
  • The "Additional Criteria" checkbox is not required for this.

Observe the following cases:

• When the Test status is moved to "Completed" and the results do not have a value, this Automation will not be triggered.
• When the Test results are filled with a value, but the status is equal to "In Progress", this Automation will not be triggered.
• When the Test has a value in the results field and the test is updated to have a status of "Completed", this automation will trigger, because all of the criteria are now met.
• If the Test is in the "Completed" status and the results field has a value, if the "Date Completed" field is updated and saved on the Test, this Automation will not trigger because the "When" criteria has already been met before the "Date Completed" field was updated and saved.

"When" Criteria

Field Type

• Data Type: This allows for a selection of a field on the Automation Data Type.
• Worksheet Field: This will show a blank input field for you to fill in the System Name of a worksheet field. For example: "input_1".

Field Name

• If "Data Type" was selected as the Field Type, this will be a dropdown of all the available fields on the Automation Data Type.
• If "Worksheet Field" was selected, it will be an input field for you to enter in the System name of a worksheet field. For example, if the Automation Data Type is "Test", you can enter a Worksheet field System Name to update an input field on the Test Worksheet.

Before/After Conditional

Here, you may define specific criteria you would like your Automation to check before it's "Then" Resolution is run. The values in the Before/After Conditional will change based on the field type you selected in the Field Name.

NOTE: The Before Conditional is for before the entity is saved and the After Conditional is for after the entity is saved. 

Before/After Value

Here, you choose the value in which the Automation should check for, in regard to the Before/After Conditional you have selected.

NOTE: The Before Value is for before the entity is saved and the After Value is for after the entity is saved. 

"Then" Resolution

Action

This is the action you would like the Automation to take only when all of its "When" criteria has been met. There are two different types of Actions:

1. Set Value

   This action type is for setting a value on the Data Type related to the Automation OR on entities related to the Data Type. Given our this is a "Test" Automation, here are some Set Value Action examples: 
   • Set Value on Test
   • Set Value on Sample
   • Set Value on Order
   • Set Value on Worksheet

2. Create Entity

   This action type is for creating a new entity. Given our this is a "Test" Automation, you can select "Create New Test (re-test)" to create a new test on the Sample the original Test is related to.