Introduction

With the Automation app, you can set specific rules and triggers in your platform in order to automate some processes managed by your platform. For example, you can set the platform to deactivate a user when he/she has been inactive for 30 days.

Use case scenarios

Automated rules are useful, for example, when you need to import the users, branches or courses listed in a comma-separated values (CSV) file when the file is made available in an FTP folder. The automated rule will help you keep your platform updated without manual input.

A useful scenario for the Automation App is when you as the platform Admin divide up the responsibilities for course creation, and trusted content providers work on the creation of new courses, but do not have administrator rights in the platform. Using the Automation App, you as the Superadmin can create a schedule within the Docebo platform to regularly check a secure file location to import a CSV file with a list of new courses into the platform. There are a variety of fields available to be imported, three of which are required: Course Name, Course Description and Course Type (that must be one of the following strings: "classroom", "elearning", or "webinar"). Once created, you can edit the courses to add training material, create sessions, add course widgets, etc. from within the platform interface. To set up the Automation App to import courses from CSV, please refer to the Action: Import Courses from CSV section of the article listing all the rules for the Automation app.

Activating the app

Activate the Automation app as described in the Managing apps & features article of the knowledge base. The app is listed in the Docebo additional features tab.

Creating an automated rule

To learn how to create an automated rule, refer to the Knowledge Base article on the creation of automated rules.

Managing automated rules

Once you've created a rule, access the Admin menu, select the Manage item in the Automation section to see it. On the main Automation page, each row displays the rule name and the rule timing, if scheduled. Press the play button in the rule's row to manually trigger the rule. Please note that the time needed to complete the rule execution may change depending on the platform's ongoing activities, on the type of requested action, and on the amount of data involved in the execution.

Press the checkmark in the rule's row to activate or deactivate the rule. A green checkmark identifies an activated rule, and a grey checkmark a deactivated rule. Use the pen and paper icon to edit the rule, or the X icon to delete the rule from your platform.