Warning

This documentation applies to Dawiso version 2025.5 and later. Some features described may not be available in earlier versions.

Dawiso allows you to set up and configure automation rules, including their triggers, conditions, and action.

Automation:

  • Is triggered by user activity or runs according to schedule.
  • Can be triggered based on filters and conditions.
  • Can be triggered only for specified objects.
  • Can detect activity on one set of objects and change another set of objects.
Tip

Only admin users can set up, edit, and delete automation rules.

The automation pipeline consists of the following elements: trigger, stream (conditions and selections), and action. We will dive into the configuration of each of these elements. Here is an example pipeline change:

  • Trigger: User changes the workflow type to “Review”.
  • Stream: The automation checks the following conditions:
    • If the object is a Business Term.
    • If the object was changed from Draft to Review.
    • Who is the Steward.
  • Action: An email notification is sent to the Steward asking them to approve the change.
Warning

Proper filters configuration is vital for the automation rule. If you do not filter your objects properly, irreversible changes will affect unintended objects and users!

Some examples of mistakes include:

  • Deleting attribute values on all objects.
  • Sending notifications asking for approval to all users.
  • Changing workflow status on unapproved object changes.

Automation process

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1. Trigger / Schedule

The first element of an automation rule defines why or when the automation runs.

  • A trigger is event-based. It activates the automation when a specific change or condition happens (e.g., “object updated”, “new item created”).
  • A schedule is time-based. It activates the automation at predefined intervals (e.g., daily at 8:00 AM).

2. Filter / Data Selection

Stream ensures only relevant objects proceed to the action step. It defines which objects or data the automation should operate on.

Multiple filters or selection clauses can be used to narrow down the dataset based on properties, relations, types, states, and more.

3. Action (1–N)

The action step defines what happens to the selected data. One or more actions can be configured and executed for objects that passed the filtering step. Actions may include updating values, sending notifications, modifying relations, etc.

Automations overview page

On the Settings inline-svg-2 > Automation > Rules page, you will find all your automation rules. You will find the overview of your automation rules with the following information:

  • Status: Whether the automation rule is enabled or disabled.
  • Trigger: What trigger activated the automation and if a schedule is configured, then how often the rule activates.
  • Last run: When the automation rule was last activated.
  • Last run status: Whether the last rule activation was successful.

Any changes to automation rules can be done only by admin users.

Adding a new automation rule

To add a new automation rule to Dawiso:

  1. Go to Settings inline-svg-3 > Automation > Rules and click + New rule.
  2. Enter the automation’s key, name, and description (last one is optional for better overview). Only the key cannot be changed later.
  3. Save the rule.
  4. You will be redirected to the built-in Dawiso editor, where you can configure the automation rule using a JSON file. You can also use a text editor like Visual Studio Code instead.
  5. Once the JSON file is configured, save and install the automation rule.

For documentation on configuring automation rules, refer to the automations asset article.

Edit automation rule details

To edit your automation rule and its details:

  1. Select your automation rule and click + New version.
  2. In the top-right corner, click Edit rule definition to change the automation rule name, or description. They key cannot be changed for an installed rule.
    Tip

    You can also click the three dots next to your automation rule and select Edit rule definition.

  3. In the built-in text editor, you can edit the automation rule itself.
  4. Once you’re finished with the changes, click Save or you can immediately Save & Install the rule.
Tip

You don’t have to install the new version right away, but make sure to save your progress. You can create as many drafts as you want, but a new draft isn’t saved automatically.

Disable or enable automation rule

To enable or disable your automation rule:

  1. Identify your automation rule.
  2. On the right side, click the three dots.
  3. Click Enable or Disable depending on the current status.

Delete an automation rule

To delete your automation rule:

  1. Identify your automation rule.
  2. On the right side, click the three dots.
  3. Click Delete and confirm.

Audit logs

On the Settings inline-svg-4 > Automation > Audit Logs page, you will find the changelog for your automation rules.

Click on log ID for more details on the process.