Business guides & product help

Automation & reports

Configure a defined task in AxiomBlue Professional’s automation tools. Start with a suitable preset, inspect the trigger, conditions and field mapping, and test the expected result and stopping cases before enabling it. Use execution records and the relevant report to review exceptions and assign the next action.

Practical guides ↓Product instructions ↓
  1. Choose a preset for the actual task and inspect its trigger, delay, conditions and responsible person.
  2. Map the recipient and record fields, then test an eligible record and cases that should stop or take a different path.
  3. Review execution results and the relevant report; investigate failures before changing or re-enabling the workflow.

Follow the product steps

In Axiom Blue

These instructions open on our documentation site.

Understand the process

Practical guides

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