Automations

Automations in Asset Panda streamline workflows by executing predefined actions based on specific conditions. By defining triggers, conditions, and actions, you can create structured workflows that reduce manual effort and ensure consistency.

The Automation consists of three key components:

• Trigger – Determines when the automation should execute, such as when a record is created, updated, or deleted. Other triggers include scheduled times, integration executions, and webhook receptions.

• Condition – Filters records based on predefined criteria. Automations can trigger when any condition is met or when all conditions are met.

• Action – Defines the event that occurs when the automation runs. You can update field values, send notifications, generate reports, run integrations, or create records. Multiple actions can be added to a single automation.

Advanced Settings

You can refine automation execution with advanced settings:

• Trigger Type Specification – Specify whether an automation runs based on manual updates, imports, API changes, or other automations. This prevents automations from triggering due to unintended record modifications.

• Field Change Specification – Automations can be set to trigger only when specific fields change rather than on any record update. This helps focus automation on relevant updates.

Dynamic Automation Features

Automations supports dynamic conditions for numeric, currency, percentage, formula-math, and date-time fields. You can create flexible triggers based on relative date conditions such as today, yesterday, or a set number of days ago. Additionally, field values can be updated dynamically using data from other fields or related records.

• Dynamic Filtering – Rather than using static values, conditions can compare one field's value to another field dynamically. For example, triggering a notification when stock quantity drops below a minimum threshold.

• Updating Field Values – Fields can be updated based on values from other fields, including related records. You can also dynamically update date fields using values like "today."

• Dynamic Emails – When sending notifications, email recipients can be dynamically selected from an email field in the collection or a related record.

• Mail Merge – Emails can include field values from the triggering record, ensuring relevant details are automatically inserted.

Handling Complex Automations

Automations that create records require safeguards to prevent infinite loops. If an automation creates a new record in the same collection as the triggering record, it may trigger the automation repeatedly. To avoid this:

• You cannot select the same collection for both the trigger and record creation.

• It is recommended to apply conditions when running scheduled automations to limit execution scope and avoid unnecessary system load.

Automations enhance efficiency by executing tasks seamlessly, reducing manual intervention, and ensuring accuracy in workflows.