Metadata Freshness Refresh Automation
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Check out our Metadata freshness refresh automation and Set up a Metadata freshness refresh automation videos!
About the automation
Activate this automation to assign a freshness value to specific resource types within a collection. This automation is designed to update the Refreshed on date property for each resource in the specified collection to the current time every time it is triggered. It automatically updates the Refreshed on date for each resource, overwriting any previous values, ensuring all resources start afresh.
Upon completion, the automation generates a report detailing 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 Metadata Freshness Refresh template. Click the Configure button.
In the Configure Metadata Freshness Refresh 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 Metadata Freshness Refresh 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. Only resources of these types will be given a freshness value.
On the last screen, set a schedule for the automation. You can set it to run daily, weekly, or monthly at a specific time. After activation, the automation will execute on the scheduled day and time (within a 30-minute window of the scheduled time). Click Save and continue.
Enabling automations
Once you have finished setting up the automation, the next step is to turn it on. This action will enable the automation to run.
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 button. 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
Important
Automations with a configured schedule will automatically run at the specified time. However, you can also choose to run them manually if needed.
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.
The automation also sets the Refreshed on date on the resources that were checked by 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.
Editing automations
To edit an automation:
On the Organization profile page, go to the Automations tab.
In the Automations section, from the Activated or Pending Activation tabs, select the automation you want to edit. Note that Archived automations cannot be edited.
Click the Edit Automations button. Follow the wizard to make any necessary adjustments to the automation configuration. The new configurations will take effect the next time the automation runs.
Archiving automations
Important
Once you archive an automation it cannot be enabled again. Only active automations can be archived.
To archive an automation:
On the Organization profile page, go to the Automations tab.
In the Automation section, from the Activated tab, locate the automation you want to archive and open it.
Click the Archive automation link.The archived automation is moved to the Archived tab.
