@MultiTech_Visions Automation is a set of capabilities that are focussed on data (non UI) aspects and execute in background. For eg: a bot can be configured to either run on a schedule (eg: every day at Noon) or on a data change event (eg: a new row added to a sheet). A bot has an event (& some filtering condition) and a process (a sequence of steps).
Looked at your video, thanks for sharing that. Navigating to another view, performing an update etc makes total sense in an app centric use case. For automation centric use cases its all about reacting to data change events or run on a schedule so having an app view is not relevant.
If you do however want to execute a set of data change actions from an app view by clicking on a button you can do that with automation as follow:
- Create action(s) of type “Data:” from the Behavior section for a specific table (eg: employees)
- Create a Process (select the appropriate entity - for the ones you configured data actions in step 1)
- Add a step of type “Run a task”, category “Data change” to the process, select one of the actions you configured in step 1)
- Add additional steps to the process as in step 3) to invoke other data actions that you may have created in step 1)
- Create action(s) of type “Grouped: execute a sequence of processes” from the Behavior section for the same table (eg: employees)
- Add an action to one of your app views (the view should be tied to a table/slice used in step 1 - eg: employees)
- For the action chose the Group action that you configured in step 5) Save the app.
When you go to the app view and click on the action (added in step 7), it should execute the process - which will execute all the data change actions in sequence.
Hope this helps.