Advanced Concepts

Learn how to configure Automate to handle errors on the system, task, and step levels. Automation expert Brigette Matz gives you a guided tutorial on the different settings available on each level for error handling. In this video you’ll learn:

• The error handling options available in the system, task, and step levels
• The options in the Error Causes tab that determines what conditions Automate should consider an error
• How to configure Automate to react to errors and set up the parameters for error triggered actions

Watch this tutorial now to learn how to get started.

Learn how to use property inheritance to allow new or existing objects to inherit properties from parent objects. Automation expert Brigette Matz gives you a guided tutorial through Automate Plus's unique approach in the way object properties are stored, managed, and shared. In this video you’ll learn:

• The five levels of inheritance: The Server, Default Properties, Agent, Workflow, and Task Levels
• Which inherited properties you can override in each individual level
• An overview of the structure of Automate’s inheritance hierarchy

Watch this tutorial now to learn how to get started.

Learn how to simplify longer Automate tasks by breaking them into smaller sections. This video shows how to create functions or subtasks to be used when an action needs to be repeated.

Watch to learn how to:

• Create public variables 
• Define subtasks and functions for use in your tasks
• Return a value for a public variable

Watch this tutorial now to learn how to get started.

See how Automate’s text manipulation actions can easily convert, transform, and extract text for various business processes. Some common text operations involve stripping of characters or white space, converting words to upper or lower case, adding or replacing characters, and calculating character count for the selected text. In each part of this tutorial, you’ll learn how to:

• Part 1: Format and set date variables, and identify text at the beginning and end of a string
• Part 2: Use indices to parse the contents of a .txt file to transform to Excel
• Part 3: Use regular expressions to parse the contents of a .txt file to transform to Excel

Follow along with the Text Manipulation Workbook as you watch all three parts to learn more about text manipulation.

Learn more about the loop actions in Automate that allow the repeated execution of a group of steps placed in the loop, and the conditional logic capabilities of the if actions. In each part of this tutorial, you’ll learn how to use Automate’s looping and conditional logic actions within your own workflows:

• Part 1: Looping
• Part 2: Conditional Logic
• Part 3: Nested Looping and Select Case Statements

Watch all three parts to learn more about looping and conditional logic.