Managing the Automation App

Create rules and triggers to activate automated platform actions.

Last Updated

July 31st, 2020

Docebo Module

Apps

Reading Time

2 min

User Level

Introduction

With Docebo’s 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 in keeping 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 courses 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 learning objects, 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

To activate the Automation App, log into your platform as the Superadmin, then access the Admin Menu from the gear icon at the top of the platform. Press the Apps & Features button in the Admin Menu.

In the Apps & Features area, access the Docebo Additional Features tab, then find the Automation App in the list of apps and select the Try It For Free button. Read the information in the pop-up box, then press Try It For Free again. The app will now be listed in your Admin Menu.

Creating an Automated Rule

To learn how to create an automated rule, refer to this article.

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 immediately trigger the rule in real-time.

automation main page

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.