Automations

Automation steps perform automated actions in workflows.

Data-driven workflows, available in Semarchy xDM 2023.1 and later, are subject to specific licensing requirements; please confirm your eligibility to use such new functionality by consulting your license agreement or by contacting your Semarchy account representative prior to use.
All customers can still use the workflow feature available in previous versions (now known as legacy workflows). For more information, see Workflows (legacy).

The operations performed by an automation depend on its type. One automation type is available in Semarchy xDM, namely Submit Data, which publishes data to the hub by running the certification process.

Add an automation step

To add an automation step:

Click Create Step.
The Add a Step dialog appears.
From the Type drop-down list, select Automation.
In the Name field, enter a name for this automation step.
Click Create.
A new step icon appears on the workspace:
Double-click the step you just added.
A side panel sweeps in.

Set the general properties:

Automation step general properties

Property

Required

Description

Label

Required

Name given to the automation step.

Icon

Optional

Image displayed on the automation step in the workflow diagram. The Select an image button allows browsing and selecting an image from the image library.

Automation Type

Required

Type of automation, namely Submit Data, which runs the current dataset through the certification process.

Integration Job

Optional

Only applies to the Submit Data automation type.

Job used to process the data submitted by the step. If no job is selected, then a job is generated depending on the root entity of the workflow.

After adding a submit automation step with no job selected, you must redeploy the related model to generate a job.

Submit User

Required

Only applies to the Submit Data automation type.

Username of the user that submits the data load to Semarchy xDM. The username is the one that is used to log in to Semarchy xDM. It must be specified in quotes.

Click the SemQL editor icon.

For more information on all the attributes, see Workflow attributes.

Example. Submit with the user named 'semadmin'

'semadmin'

Set the Transition properties:

Automation step transition properties
Property	Required	Description
To Step	Required	Step that should follow the current automation step.
Label	Optional	Label displayed for the transition of the automation step. This label appears in the workflow diagram.