Assign Default Value Automation
About the automation
Use this automation to assign default values to resource fields that do not have any value set. This automation ensures consistent and accurate data entry and helps scale your catalog curation.
Define the field of the selected resources the automation will check for values. If the field has no value set for it, the value defined in the automation will be set for it. At the end of the run the automation will generate a report informing users about the outcomes.
Important
Only Organization administrators can view, configure, and run automations.
Configuring the automation
To configure the automation:
On the Organization profile page, go to the Automations tab.
In the Automation templates section, locate the Assign Default Value template. Click the Configure button.
In the Configure Assign Default Value window, on the first screen set the following and click Next.
Automation name: A name for the automation.
Automation description: A brief description.
In the Configure Assign Default Value window, on the next screen set the following and click Next.
Collection: Select the collection for the automation.
Resource types: Select the resource types the automation should check.
Metadata Field: Select the metadata field for which you want to set the default value.
Default value: Provide the default value to be assigned to the field.
On the last screen, select the Trigger Daily option if you want schedule the automation to run daily. Click Save.
Enabling automations
Once you have setup the automation, enable it so that the access requests can start going through the process.
To enable an automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, locate the automation you want to enable and open it by clicking it.
Click the Enable automation link. This option is available only for automations that have never been enabled. If you enable an automation and then disable it, it cannot be enabled again.
Running the automation
To run the automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, locate the automation you want to run. Open the automation details page.
Click the Run button.
After the automation is done running, a report is generated and made available in the Project created for the automation.
Viewing the report
To view the automation run report:
On the Organization profile page, go to the Resources tab.
From the Resources tab of the Organization profile page, locate the Project that contains the report for the automation. View the details captured by the automation. Each time the automation runs, it adds a new report to the same project.
Disabling automations
Important
Once you disable an automation it cannot be enabled again. Any requests that are in progress will not be available for any further action.
To disable an automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, locate the automation you want to disable and open it.
Click the Disable automation link.