Create an automation from a template

Add an automation from the Automations Template Library, then adjust its trigger, actions and details before you save it. The template fills in most of the settings for you.

Before you begin

• Your Rencore role includes the Create Automation permission. Owner, Admin and Contributor have it. See Rencore roles.

Steps

Choose the template

1. Click Automation on the Nav Panel.

2. Click Add Automation on the right.

3. At the top of the Automations Template Library, narrow the library by name, service or category.

   

4. Click the template you want to use. The automation opens with the template’s settings, which you can change.

Set the trigger

The trigger decides when the automation runs: manually, on schedule or on policy violation. See the available triggers.

1. Click the Actions Menu on the trigger, then click Edit trigger.

   

2. Select the Trigger.

3. Depending on the trigger, select:

   • the inventory object, if you chose “manually”
   • a Policy for the trigger to run, if you chose “on policy violation”
   • a Policy or Inventory object and the recurrence, if you chose “on schedule”

4. Click Save to save the trigger.

   

Configure the actions

As this automation is a Library Template, its actions are prefilled. You can edit them or add new ones.

1. Click the Action Menu.

2. Click Edit action.

   

3. Make the changes you need and click Save.

4. To add another action, click the + button.

   

5. Search for or select the action.

   

6. In the action configuration panel, fill in the required fields and click Save.

   

7. When you have added all the actions, click Next in the top right corner.

Add the details

1. In the Title field, enter a unique name for the automation.

   As this automation is a Library Template, everything in Details is prefilled, although you can change it.
   A green tick appears when the title is unique, so you can save. The title is limited to 50 characters and the description to 250 characters.

2. In the Description field, enter a description for the automation.

3. Review the Category, select a new one from the drop-down, or type a new custom category in the field.

4. Review the Priority: Low, Medium or High. The default is Low. Use it to give some automations a higher priority than others.

   Info: Priorities do not block each other (for example, a "Low" priority automation is NOT blocked because a "High" priority automation is scheduled).

5. Review the Threshold limit. It is shown for automations triggered “On Policy Violation” or “On Schedule”. Enter a value and select ”%” (a percentage of the objects) or “123” (a number). The template sets the starting value. Leave the field empty to run the automation without a limit. When the limit is reached, the automation stops processing new objects for that day, and Rencore Governance emails the recipients of the Thresholds in Automation notification.

   • With 20%, the automation runs for 20% of your total value. For example, with 100,000,000 file shares it runs up to 20,000,000 and then stops processing more. This is handy if you want the automation to run in bite-sized operations.
   • With a value of 110 (“123”), the automation stops processing new items once it reaches 110. This is useful for testing an “on policy violation” automation.

6. Review the Icon or select a new one from the drop-down. This is usually the connector the object belongs to.

7. Click Done in the top right corner.

   

8. When asked “Do you also want to enable this automation or just save it as a draft?”, click Save and enable to turn it on straight away, or Save as draft to save it without turning it on.

   

What you see

Rencore Governance opens the details page of the automation.