Automation windows
This is an overview of screens used in automating processes.
Section Content
Automation notifications (SM205040)
You can use this window to configure private and public notifications about record changes.
Automation schedules (SM205020)
In this window, you can select a processing window and schedule the automatic execution of a specific operation for documents that match certain conditions.
Automation schedules overview (SM205030)
In this window, you can view all active automation schedules available in the system, with information about their execution dates and start and end times.
Send notifications (SM205050)
You can use this window to process notifications that are awaiting processing.
Send reports (SM205060)
With this window, you can send reports to users specified in the report templates.