1. Overview of Standard Equipped Auto-steps
- a. Automatic Arithmetic Operations (M227)
- Automatically updated by setting the formula (e.g.:
data['9'] * 1.08
) - b. Automatic Date Calculation (M227)
- Automatically updated by setting the formula (e.g.:
#today.addDays(-7)
) - c. Automatic String Generation (M227)
- Automatically updated by setting the formula (e.g.:
ID-#{#sformat('%06d', data['9'])}
) - d. Automatic PDF Generation (M228)
- Prepare [Template PDF] in which “Insertion ID” has been set
- e. Automatic Storing to Google Drive (M229)
- Set up “Target folder” and “File-owner”
- The [Script Task] setting to configure Script is said to be more versatile (M230)
2. Incorporate the Definition File of Auto-step to be added
- 1. Get Add-on XML
- Be sure to download them from a trusted website (Trusted publisher)
- 2. Import
- [App Detail] > [Manage Add-on]
- Users with System administrator authorization can add as an add-on available for all applications (up to 10)
- You can get some “Add-on XML”s at “Download” in M415 (Bottom of this page)
- If you cannot find the “Add-on XML” you need, you can create your own (M416)
3. Confirm if Icon is Ready to Use
- 1. Move to Edit Mode of Business Process
- Start the Process Modeller ([App Details] > [Edit]
- 2. Confirm if Icon has been added
- New icon will be added to Task Icon on the left side of the pallet
- 3. Confirm in Property screen
- Drag & Drop the Icon onto a Swimlane, and double click on it
- Add-ons registered in [App-shared add-on] can be used by all applications
R2252 OAuth Token Getting Procedure
R2290 Embedding dynamic value by EL syntax
Download: Auto-step Add-on Files (Add-on XML)
X. Workflow-Sample
- 2018-02-05 (Article Idea Acceptance): Episode 573: Business Improvement in Website Operation (Part 3)
- 2017-12-25 (Random number Generator): Episode 567: 2017, Dawn of Business Automization
- 2017-12-18 (Account Issuance-ML Registration-Reservation): Episode 566: Reserving Revision of Membership Information due to Personnel Change
- 2017-12-11 (Account Issuance-ML Registration-General IT Control): Episode 565: General IT Control Achieved by Automatizing
- 2017-11-27 (Year-end-adjustment): Episode 563: Year-end adjustment in the National Tax Agency PDF
- 2017-11-13 (Expense Report flow-Spreadsheet): Episode 561: Reason for Not Using Cloud Expense Management System (3)
- 2017-10-23 (Information Request Correspondence): Episode 558: Ingeniousness in Numbering of “Reception Number” to Reduce Complainer
- 2017-09-25 (Credit Card Info Reception: Episode 554: Web Reception, But No Card Information
- 2017-09-04 (Weekly Sales Report-Feedback): Episode 551: Comments on Weekly Report SpreadSheet
- 2017-08-28 (Weekly Sales Report): Episode 550: Automation for the Task of Spreadsheet Filling in
- 2017-08-21 (Personnel Change Information Publication): Episode 549: Let Information Disclosure be Automatic!
- 2017-08-14 (Website Operation Report 3): Episode 548: Analytics API Request In Monday Morning (3)
- 2017-08-07 (Website Operation Report 2): Episode 547: Analytics API Request In Monday Morning (2)
- 2017-07-31 (Website Operation Report): Episode 546: Analystic API Request In Monday Morning
- 2017-07-24 (ML Member Confirmation): Episode 545: Easy Management of Mailing List by Cooperating with Google Group (3)
- 2017-07-18 (Account issuance – List registration): Episode 544: Easy Management of Mailing List by Cooperating with Google Group (2)
- 2017-07-10 (Information Material Request Correspondence): Episode 543: Easy Management of Mailing List by Cooperating with Google Group
- 2017-07-03 (PayPal Invoice Issuance-Cancellation notification): Episode 542: Easy Billing Operation by Connecting with PayPal Invoice (3)
- 2017-06-26 (PayPal Invoice Issuance-PayPal Check): Episode 541: Easy Billing Operation by Connecting with PayPal Invoice (2)
- 2017-06-19 (PayPal Invoice Issuance): Episode 540: Easy Billing Operation by Connecting with PayPal Invoice (1)
- 2017-06-05 (Translation flow): Episode 538: Analyzing Time Required for Translating 100 Characters in Japanese
- 2017-05-29 (Base flow of Request type process-Script): Episode 537: Visualizing the Status of Occurrence of Redoing Work
- 2017-04-24 (Invoice Issuance-Retention): Episode 532: Recording to External System, More Haste, Less Speed
- 2017-04-10 (Remittance Process): Episode 530: Automate Payment Operation with “Banking APIs”
- 2017-03-27 (Entry reception system-PayPal billing-Payment confirmation): Episode 528: Automatic Confirmation of PayPal Status at Automatic Step
- 2017-03-21 (Entry reception system): Episode 527: Calling PayPal Invoicing API at Auto-step
- 2017-03-13 (Certificate Issuance-Japanese Calendar): Episode 526: “Certificate Issuance Date” of Auto-generated PDF in Japanese Calendar! (Improvement ed.)
- 2017-03-06 (Invoice Submission): Episode 525: How to Send OAuth2 Request from Automatic Step
- 2017-01-30 (Quote Creation and Approval): Episode 520: What is Automation of Business Process (Part 3)
- 2017-01-16 (Order Reporting flow): Episode 518: What is Automation of Business Process? (Part 1)
- 2017-01-10 (Telephone survey Process): Episode 517: Method of Starting up a Large Number of Workflows
- 2017-01-02 (Email Starting): Episode 516: Method of Starting Workflow by “Email”
- 2016-12-12 (Article Creation process): Episode 513: Business Process to Ensure Quality of Posted Articles
- 2016-12-05 (Chat Post flow): Episode 512: The Shortest Business Process in the World?
- 2016-11-28 (Invoice Issuance flow): Episode 511: Automatically Generate Transfer Slip File (Excel-CSV)
- 2016-11-21 (Expense and Out-of-pocket costs report): Episode 510: “Post Facto Approval” in Expense Report Flow is Good Enough
- 2016-11-14 (Dependent exemptions / Insurance premium deduction): Episode 509: Submit Year-end Adjustment Document through Cloud-based Workflow
- 2016-11-07 (Customer Master Appending): Episode 508: Officialize Corporate Names in “Customer Master” by Corporate Number API
- 2016-10-31 (Product Demo flow): Episode 507: Manage Schedules by “Federated Calendar”!
- 2016-10-24 (File Approval flow): Episode 506: Secure File Sharing with External Partner
- 2016-10-17 (Lesson Fee Credit Charge): Episode 505: “Payment by Credit”, even for Private Lessons
- 2016-10-11 (Quotation Creation flow – Dropbox): Episode 504: Auto-saving of Audit Documents to Dropbox!
- 2016-10-03 (Client Master Synchronization – kintone): Episode 503: “Master Reference” is for Eliminating the Fluctuation! (kintone version)
- 2016-09-26 (Client Master Synchronization): Episode 502: “Master Reference” is for Eliminating the Fluctuation!
- 2016-09-20 (Approval Request flow – Record to Spreadsheet): Episode 501: You Don’t Know the Spending of Budget?
- 2016-09-12 (Advance-received Registration): Episode 500: Manual Input is A Must for Transfer Slip?
- 2016-09-05 (Quotation Creation flow): Episode 499: Why am I Unsure about General Situation of Submitted Quotations?
- 2016-08-29 (Translation Process – OpenChat/Slack Post): Episode 498: Variations of Data Processing at Automated Step (Part 5)
- 2016-08-22 (Translation Process – Hash Value): Episode 497: Variations of Data Processing at Automated Step (Part 4)
- 2016-08-15 (Translation Process): Episode 496: Variations of Data Processing at Automated Step (Part 3)
- 2016-08-08 (Characters Counter): Episode 495: Variations of Data Processing at Automated Step (Part 2)
Y. Related Manuals
- M227 AUTOMATED STEP Auto Executing Data Binding, Arithmetic Operations
- M228 AUTOMATED STEP Auto Generating PDF File with Business data Inserted
- M229 AUTOMATED STEP Auto Backup to Google Drive
- M230 AUTOMATED STEP Auto Executing Complicated Data Processing (ECMAScript)
- M416 AUTOMATED STEP Create your own Auto-Step for Business Process Definition