Configuring SAP LeanIX Automations

Objective

After completing this lesson, you will be able to understand configuring automations step-by-step

Configure Automations: Step-by-Step Guide

ACCESS

Navigate to Workspace→Administration→Advanced Settings→Automations

CREATE OR EDIT

Navigate to Automations→Create New Automation

WHEN

In the When section, specify the trigger for the automation

In the Fact Sheet Type List, select a fact sheet type
In the Event , select an event for which the automation is triggered
Depending on the event that you selected, specify the required values

IF

In the If section, specify conditions for the automation (optional)

1. Decide whether you want to include or excluded events initiated by technical users.

Technical users are used in integrations, reference catalogs and more.

Excluding events initiated by technical users is beneficial when you want to prevent triggering automations from mass changes to your workspace. For example, you might not want an approval to be triggered when the SaaS catalog creates an IT component.

2. Optional: Specify one or more additional conditions:

Fact sheet category
Assigned tags
Single-select field values

An automation is initiated only if all the specified conditions are met. And you can add multiple conditions for single-select fields to an automation.

Within a condition, the OR logical operator is used, which means that any of the specified field values is included.

For tags, the AND logical operator is used within a condition, which means that all of the specified tags must be included.

THEN

In the Then section, specify actions for the automation

You can add up to 100 actions for an automation. Actions are initiated sequentially in the order that you specify
Decide whether you want to activate the automation after saving it or only save it in draft state:
- To activate the automation after saving it, click Save and Run Automation
- To save the automation in draft state, click the arrow button, then click Save in Draft State

Hint

You can copy an existing automation, which enables you to create another automation with similar configuration parameters without having to configure them from scratch.

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