Creating Premium Metadata Completeness automation

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

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

3. In the Configure Metadata Completeness 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 Completeness window, on the next screen set the following and click Next.

   • Collection: Select the collection for the automation. The automation will apply only to the resources in the selected collection.

   • Resource types: Select the resource types the automation should check.

   • Metadata Fields: Select the metadata fields to be checked for completeness. In addition to other fields, this automation allows you to select Summary and Descriptions fields.

5. On the next screen, select a Reviewer group that will process the tasks generated by this automation. Click Next.

6. 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.

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 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.

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 Automation button.

4. Once the automation completes its operation, it generates a report within the Project created for the automation. If there are any resources lacking necessary metadata, the automation creates a task for each of these resources. The user group connected to the automation receives notifications about these tasks and can then act upon the resources to provide the missing metadata.

To view the automation run history:

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

2. In the Automations section, from the list of Activated or Archived automations, select the automation for which you want to view the automation history.

3. On the History tab of the automation, you can view the following details.

   
   Table 1.

   Item	Details
   ID	A unique identifier for the automation run.
   Start	Relative time when the run of the automation was started. For example, 5 minutes ago, 3 months ago, etc. Hover over the field value to see the exact date and time.
   Triggered by	Recorded every time the automation runs. Possible values: Scheduled: Automation ran on the schedule day and time. User: A user clicks the Run automation button manually.
   Status	The current status of the automation. Possible values: Running: The automation is currently running. Waiting for Task Completion: When any of the tasks generated by the automation run are in open state. Success: All the tasks generated by the automation are completed. Error: An error occurred while running the automation.

   
   
   

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.

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

2. 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.

3. Click the Edit Automations button. Follow the wizard to make any necessary adjustments to the automation configuration.

   

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.