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Metadata Freshness Refresh Automation

About the automation

Use this automation to assign a freshness value to specific resource types in a collection. This automation is designed to update the Updated date property for each resource in a specified collection. The property is set to the current time whenever the automation is triggered. The automation automatically updates the Updated property for each resource, removing any previous values and ensuring a fresh start.

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:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation templates section, locate the Metadata Freshness Refresh template. Click the Configure button.

  3. 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.

  4. 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.

  5. On the last screen, select the Trigger Daily option if you want schedule the automation to run daily. After activation, the automation will execute each day within a 30-minute window from the time it was originally created. For instance, if the automation was set up at 3 PM, it will run every day between 3 PM and 3:30 PM. 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:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation section, locate the automation you want to enable and open it by clicking it.

  3. 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:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation section, locate the automation you want to run. Open the Automation details page.

  3. Click the Run button.

  4. 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:

  1. On the Organization profile page, go to the Resources tab.

  2. 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.

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Archiving automations

Important

Once you archive an automation it cannot be enabled again. Only active automations can be archived.

To archive an automation:

  1. On the Organization profile page, go to the Automations tab.

  2. In the Automation section, from the Activated tab, locate the automation you want to archive and open it.

  3. Click the Archive automation link.The archived automation is moved to the Archived tab.

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