How to Create a Time-Based Smart Workflow?
Sohaib
Last Update a year ago
Infodeck > Left Navigation Bar > Smart Workflow
1. Follow the above-mentioned workflow to land on the Smart Workflow screen.
2. Click the + Create Smart Workflow button located at the top-right corner. Doing so opens the Create New Smart Workflow popup.
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3. Here, a couple of smart workflow types are displayed. Select Time Based and click the Next button.
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4. As a result, you land on the Create Smart Workflow screen. Here, enter the name of the smart workflow in the Enter Smart Workflow Name field.
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5. Set the frequency, date, and time of the trigger using the options displayed under Time is up to trigger heading.
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6. Click the + button under Tags to associate any tags with the smart workflow you are creating.
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7. Choose whether IoT devices are triggered or a work request is submitted using the Trigger IoT Devices dropdown.
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8. Click the gear icon next to Devices. Doing so opens the Select Asset popup.
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9. Here, you can search for a specific asset using the Query Type and Device ID fields. Once an asset is located, click the + button in order to add that asset to the smart workflow.
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10. Once a device is selected, the Action dropdown is revealed. Use this dropdown to set a custom action defining what happens when the smart workflow is triggered.
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11. Once the required selections are made, click the Create button.
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