Components of Advanced Automation Builder in Zoho Writer

What are the various components of Writer's advanced automation builder

Overview 

The advanced automation flow builder of Zoho Writer's merge templates enables you to set up complex document workflows involving multiple templates, conditionally choosing different template(s), multiple output or distribution modes, and more.
The advanced automation flow builder includes the following components which allow you to build workflows using simple drag and drop actions:
  1. Canvas: The pane where you can drag and drop the various elements to build your workflows.
  2. Cards: These are the action points where operations are performed. Based on the operation that they perform, the cards are of differnt types, such as:
    1. Trigger cards: These cards kick off the entire automation workflow whenever an action such as a form submission or a CRM record update, or on-demand, manually.
    2. Process cards: These cards allows you to configure rules based on which the data has to be evaluated and processed, to meet your organization's business workflows.
    3. Filter cards: These cards enable you to set up conditions to filter the data and forward them for further processing.
    4. Route cards: These cards make it possible to pass the entire data or a specific set of data through multiple operation points. At each point only the data that matches the rules configured in that point is processed.
    5. Action cards: These cars allow you to perform the desired operations, such as generating documents, combining documents, sending emails, storing files, or notifying users.
  3. Connectors: These lines connect the various elements of the automation workflow, and specify the direction or steps through which the data must be processed.
The advanced automation flow designer offers actions that you to execute a comprehensive set of document operations to meet your organization's business processes and requirements.

Category

Action

Description

File Management

Rename File

Change the name of a file

Delete File

Remove a file permanently

Move File

Relocate a file to another directory

Copy File(s) to Folder

Duplicate files into a specific folder

Combine Files

Merge multiple files into one

Folder Management

Create Folder(s)

Organize files by creating folders

Rename Folder

Change the name of a folder

Move Folder

Relocate a folder to another directory

Delete Folder

Remove a folder permanently

Copy Folder(s)

Duplicate one or more folders

Document Management

Create a Blank Document

Start a new document from scratch

Create a Document with Content

Generate a document with prefilled content

Label the Document Version

Assign a version label for tracking changes

Sheet Management

Create a Blank Worksheet

Start a new spreadsheet

Add a Blank Sheet

Add a new empty sheet to the spreadsheet

Rename Sheet

Change the name of a sheet

Delete Sheet

Remove a sheet from the spreadsheet

Presentation Management

Create Presentation

Start a new presentation file

File Conversion

 

Convert Document To

Convert a document into another format

Convert Spreadsheet To

Convert a spreadsheet into another format

Convert Presentation To

Convert a presentation into another format
Translate Document
Translate the selected document to the configured language
Password protect PDF
Protect the generated PDF with a password
Delete PDF pages
Remove specific pages from the generated PDF
Insert PDF pages
Insert desired pages from a PDF to the generated file

Document Collaboration

Resume Collaboration

Allow users to collaborate on a document

Pause Collaboration

Temporarily restrict collaboration on a document

Document Processing

Apply Document Theme

Change the overall look and feel of a document

Resolve All Comments

Mark all comments as resolved

Turn on 'Track Changes'

Enable tracking of edits and revisions

Find & Replace Document Content

Search for and replace specific content in a document

Sheet Processing

 

Insert a Sheet Row

Add a new row to the sheet

Delete a Sheet Row

Remove an existing row from the sheet

Insert a Sheet Column

Add a new column to the sheet

Delete a Sheet Column

Remove an existing column from the sheet

Find & Replace sheet content

Search for and replace content within the spreadsheet

Document Generation

Merge and Store

Merge documents and store them securely

Merge with Template Settings

Merge the documents and execute the predefined template output settings

File Protection

Mark as Final

Lock the document to prevent further edits

Unmark as Final

Unlock the document for editing

Document Delivery

Publish Document

Make the document publicly accessible

Unpublish Document

Remove public access from a document

Send for Sign

Send the selected files for sign collection

Send Email

Share the document via email

Third-party integration

Invoke webhook with data

Send document data to an external webhook

Conditions cards*

Execute On Condition

Move to the next step based on a specific set of conditions.

Route Files On Condition

Route files into different groups, creating subsets based on conditions, allowing the overlap of files between subsets.

Route Data On Condition

Route data into different groups, creating subsets based on conditions, allowing the overlap of data between subsets.

Filter Files

Partition files into groups, ensuring each file is assigned to exactly one port.

Filter Data On Condition

Partition data into groups, ensuring each entry is assigned to exactly one port.

Set Variable

Store and update values dynamically in the workflow for calculations or tracking.

 

*Condition cards allow you to control the flow of actions by setting rules, filtering data, or routing documents based on specific criteria. 

Note  : The advanced automation builder allows you to use only up to 30 cards per workflow.
  1. How to setup advanced automation in Writer Merge templates
  2. What is the difference between simple and advanced automation?
  3. Filters vs routing - the difference explained
  4. What are the different components of the advanced automation builder?
  5. How to create a merge template
  6. Connecting a merge template to a data source