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The Automation page

Screen guide6 minFoundation

Before you start

The Automation page lists every workflowWorkflowAn automation: trigger plus steps, run per module; also called "flow" on the home page.Open glossary ↗ of one module and shows how often each ran and whether it fails. From it you open a workflow’s settings, its runs and its designer. Choose a module, then click Automation in the top bar.

The Automation page for Purchase Orders: a search box and the New workflow button above a list of two workflows, each with an on switch, a trigger tag, its run count, and the Runs and Open in designer buttons.
    New workflow opens the settings panel for a new workflow.
    Group by and Sort change how the list is arranged. Beezr remembers your choice in this browser.
    The switch turns a workflow on or off.
    The tag shows the trigger. Here both workflows are Adhoc.
    Last run says when it last started and how it ended.
    Runs opens the run debugger. Open in designer opens the workflow. The three dots open more actions.

If the address has no module, the page shows Choose a module with a search box. You can also switch module from the bar at the top.

ColumnWhat it shows
OnA switch. Turn it off and the workflow stops starting. Its settings and history stay
WorkflowThe name, the trigger tag, and the description (or “No description”)
RunsThe total number of runs, and the share that failed, or “No failures”
Last 14 daysA small bar chart of runs per day, with failures in red
Last runWhen it last started, then Completed, Failed with the message, Running, or “Started, never finished”

A workflow that has not run yet shows “Waiting for its first run”. The line above the list counts workflows, how many are on, the runs in the last 14 days and how many need attention.

Choose Group by › Health to sort the list into four groups. Beezr also adds a badge to a workflow that is on.

Group or badgeWhen Beezr shows it
Needs attentionThe last run failed, or 5 or more runs failed in 14 days and at least 20% of them
Running fineIt is on and healthy
No runs yetIt is on, but nothing has started it
OffIt is switched off
Failing (red)5 or more runs in 14 days and at least half failed
Failures rising (amber)3 or more failures in the last 7 days, and a failure rate more than double that of the 7 days before
Last run failed (red)The most recent run failed

Group by › Trigger lists workflows by what starts them, in the order they run. Sort offers Last run, Name, Most runs and Highest failure rate. The search box matches names and descriptions.

Click New workflow. The Settings panel opens on the right. It is the same panel you reach from a workflow’s three-dot menu, with the title New workflow.

SettingWhat it does
NameRequired. Give it a clear, short name
DescriptionOptional. Shown in the list
When should it run?The trigger. See Choose when a workflow runs
TimingAfter the save (POST) or before it (PRE). See Before the save or after
OrderWhich workflow runs first when several share a trigger. Lower numbers run first
Also run on a scheduleA clock. See Run a workflow on a schedule
OnWhether the workflow runs. A new workflow is on

Click Save. The workflow appears in the list, with an empty canvas waiting. Click Open in designer to build it.

The three dots at the end of a workflow’s line open these actions.

  • Settings opens the same panel to change the trigger, timing, order or schedule.
  • Make a copy creates Name-copy, turned off, with all its steps. If a name is taken, Beezr numbers it Name-copy (2).
  • Copy webhook URL copies the address that starts the workflow. It shows only for webhook workflows. See Start a workflow from another system.
  • Delete asks first. The workflow and its steps are removed. Its run history is kept.

Click Runs to open the run debugger over the list. Find out why a workflow failed shows how to read it. The address keeps the workflow and run, so you can share a link to one run.

Check yourself

Karim chooses Make a copy on a workflow that is switched on. What state is the copy in?
Show the answer

Off, so he can finish it first. A copy is always created turned off, with "-copy" added to its name, so two live workflows never run the same logic by accident.

Sara deletes a workflow. What happens to its past runs?
Show the answer

They are kept. The delete dialog says it plainly. The workflow and its blocks are removed, and its run history is kept.

What's next

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