📘 Complete Manual: Managing Groups and Environments in AUTOMY

Knowledge Center — Integrations

By Lily Dominguez Guerra · 2024-12-01

This manual will guide you step by step on how to organize, configure, and manage the different types of groups and environments within AUTOMY.

These tools are essential to structure information, control access, optimize processes, and automate tasks .

You will be able to work with: Element Purpose 🔄 Process Groups To classify processes into categories or hierarchies. 🗂️ List Groups To organize lists used in forms, rules, or tables. 📊 Entity Groups To manage reusable tables or custom data structures. 👥 User Groups To segment users by area, position, or role (e.g., approvers). 📈 Report Groups To organize Power BI dashboards with access control. 🌐 API Connection Groups To group external services integrated into your processes. 🏗️ Environments To separate workspaces like Development, Testing, or Production. 🔄 1.

Process Groups 🧠 What are they? Process Groups allow you to classify processes within the platform.

You can create parent-child hierarchies to better organize workflows. 🔎 Ideal for separating operational, administrative, legal, and other types of processes. 📍 Access Main Menu → Settings → Processes → Process Groups 🆕 Create a group Click Add .

Fill in the fields: Name Description Parent Group (if applicable) Enabled (toggle on if you want it active) Click Add to save. ✏️ Edit Click the 🖊️ Edit icon, update the fields, and save. ❌ Delete Click the 🗑️ Delete icon and confirm. warning ⚠️ Make sure no processes are associated. 🗂️ 2.

List Groups 🧠 What are they? List Groups help you organize dropdown lists or selection items used in forms, rules, or entities. 🔎 Useful for separating internal, public, or technical lists. 📍 Access Main Menu → Settings → Lists and Dynamic Entities → List Groups 🆕 Create Click Add Fill in: Name, Description, and Enabled Click Add ✏️ Edit Click 🖊️, make changes, and save. ❌ Delete Click 🗑️ Delete . warning ⚠️ Make sure no lists are associated. 📊 3.

Dynamic Entity Groups 🧠 What are they? Dynamic Entities are reusable custom tables that store structured data.

Groups let you categorize these entities by theme or function. 🔎 Example: group tables like “Clients”, “Products”, “Suppliers” under “Master Tables”. 📍 Access Main Menu → Settings → Lists and Dynamic Entities → Dynamic Entity Groups 🆕 Create Click Add Fill in: Name, Description, Enabled Click Add ✏️ Edit Click 🖊️ to update and save. ❌ Delete Click 🗑️ and confirm. warning ⚠️ Must not have associated entities. 👥 4.

User Groups 🧠 What are they? User Groups let you organize users by areas, roles, or responsibilities.

This is useful to manage access, assignments, or approval flows . 🔎 Example: groups like “HR Approvers”, “Finance Users”, “Audit Team” 📍 Access Main Menu → Settings → User Management → User Groups 🆕 Create Manually Click Add Fill in: Name, Description, Enabled Click Add 📁 Create via Excel Click Export Fill in: Name, Description, Enabled (Yes or blank) Click Import and upload the file warning ⚠️ Enable "Delete existing data" only if you want to replace everything. ➕ Assign Users Click the 👤 icon Assign users by: User, Position, Area, or Group Click Save ✏️ Edit Click 🖊️ and update as needed. ❌ Delete Click 🗑️ and confirm. 📈 5.

Report Groups 🧠 What are they? These groups allow you to organize Power BI dashboards published in AUTOMY by workspace or function , with access control based on permissions . 🔎 Helps ensure segmented and secure dashboard access. 📍 Access Main Menu → Settings → Reports → Report Groups 🆕 Create Click Add Fill in: Power BI Server Configuration http://automy.global/es/knowledge_center/conexiones/integracion-de-automy-con-power-bi Name Power BI Group ID (from workspace URL) Menu Title Show Link (optional) Logical Operator (AND / OR) Enabled Click Add 🔐 Assign Permissions Click 🔒 → assign by User, Position, Area, or Group → Save ✏️ Edit Click 🖊️, update, and save. ❌ Delete Click 🗑️ and confirm. 🌐 6.