Creating Premium Metadata Completeness automation
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 Completeness template. Click the Configure button.
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.
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.
On the next screen, select a Reviewer group that will process the tasks generated by this automation. Click Next.
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
Make sure that after you run the automation, you complete all the associated tasks for it before you re-run 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 Automation button.
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.
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.
The report includes the following information.
Summary: The summary section provides the following information.
Table 1.Field
Description
Resources_Complete
The number of resources identified as complete.
Resources_Incomplete
The number of resources identified as incomplete.
All_Resources
The total number of resources checked by the automation for completeness.
Percent_Complete
The percentage of resources that were identified as complete.
Report: Lists the resources that are incomplete. Click the value in the field to navigate to the identified resource and take the required action to complete it.
Editing automations
Any existing tasks that are in progress will not be impacted by the edits made to the automation configuration. The new configurations will take effect the next time the automation runs.
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.
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.
