Automation Types

ERPLite supports various types of automations, enabling you to create dynamic, interactive, and highly customizable app experiences.

These automations can be used to validate user inputs, fetch or update data from external systems, and modify the appearance and behavior of app screens based on user interactions or task events. Below is an overview of the different types of automations supported in ERPLite:

Screen Transition Automation: These automations are used to perform validations or integrations with external systems when users navigate from one screen to another within your app. They can be used for location-based validation, duplicate lead prevention, data synchronization, invoice generation and distribution, and more.

Screen On-Load Automation: On-Load Automations are triggered when a screen is loaded in your app. They can be used to control the appearance and behavior of the screen, load data from external systems or databases, and show or hide certain screen components based on specific conditions.

In-Screen Automation: In-Screen Automations are highly dynamic and are triggered by specific events exposed by individual components in the app. Examples of triggers include On Change for Radio, Checkbox, and Dropdown components, and On Image Add or On Image Delete for the Camera component. These automations allow you to create responsive and interactive app screens that adapt based on user interactions and component behavior.

Task Event Automation: Task Event Automations are used to trigger actions or integrations with external systems when certain events occur at the task level. These events can include task assignment or unassignment, task creation or deletion, task updates, or changes to a task’s scheduled slot. Task Event Automations can help streamline workflows and keep your internal systems updated with the latest task information.

These different types of automations, when combined, provide a powerful toolkit for creating highly interactive and dynamic apps in ERPLite. By leveraging these automations, you can build sophisticated app experiences that integrate seamlessly with your existing systems and databases, providing an intuitive and efficient solution for your users.

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Automation Type Comparison

Type	Trigger	Use Cases
Screen Transition	User taps transition button	Validation, API sync, notifications
Screen On-Load	Screen becomes visible	Fetch data, set visibility, initialize
In-Screen	Component event	Dynamic updates, cascading dropdowns
Task Event	Task lifecycle	Notifications, external sync, cleanup

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Accessing Automation Configuration

1. Screen Transition

   Click on the transition line in workflow builder → Automations tab

2. Screen On-Load

   Click on screen node → On-Load Automations in properties

3. In-Screen

   Click on component → Events tab → Add automation

4. Task Event

   Workflow settings → Task Event Automations

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For AI Agents

Automation Types

type AutomationType =
  | 'SCREEN_TRANSITION'
  | 'SCREEN_ON_LOAD'
  | 'IN_SCREEN'
  | 'TASK_EVENT';

interface ScreenTransitionTrigger {
  type: 'SCREEN_TRANSITION';
  transitionId: string;
}

interface ScreenOnLoadTrigger {
  type: 'SCREEN_ON_LOAD';
  screenNodeId: string;
}

interface InScreenTrigger {
  type: 'IN_SCREEN';
  componentId: string;
  event: 'ON_CHANGE' | 'ON_IMAGE_ADD' | 'ON_IMAGE_DELETE' | 'ON_FOCUS' | 'ON_BLUR';
}

interface TaskEventTrigger {
  type: 'TASK_EVENT';
  event: 'CREATED' | 'ASSIGNED' | 'UNASSIGNED' | 'UPDATED' | 'DELETED' | 'SLOT_CHANGED';
}

Component Events

Component	Available Events
Text Input	ON_CHANGE, ON_FOCUS, ON_BLUR
Dropdown	ON_CHANGE
Radio	ON_CHANGE
Checkbox	ON_CHANGE
Camera	ON_IMAGE_ADD, ON_IMAGE_DELETE
File Upload	ON_FILE_ADD, ON_FILE_DELETE

UI Components

Component	Location	Purpose
TransitionAutomation	/src/views/workflows/transitions/Automation/	Transition automation editor
OnLoadAutomation	/src/views/workflows/nodes/ScreenNode/OnLoad/	On-load automation editor
ComponentAutomation	/src/views/appBuilder/ComponentConfig/Events/	In-screen automation
TaskEventAutomation	/src/views/workflows/settings/TaskEvents/	Task event automation