Creating automations

An automation is a collection of one or more profiles. These steps describe how to create an automation:

  1. Select TRD from the main SunSystems window to open Transfer Desk.
  2. Click New > Create Automation.
  3. Specify a name and description.
  4. Click Add Profiles.
    A list of available profiles is displayed.
  5. Select profiles from the list, and click Add selected profiles to add them to the automation.
    Note: Add the profiles one at a time to add them in your preferred order. Click Cancel to remove your changes.
  6. Click OK.
  7. Optionally, change the settings for a profile by clicking on the profile link.
  8. Optionally, reorder the profiles by dragging and dropping them into your preferred order.
  9. Select Fail on Error for the automation to fail if one profile fails.
  10. Select Ignore if Invalid for the automation to ignore a failed profile, and to continue processing.
  11. Optionally, to delete a profile, select it from the list of profiles and click Remove Profile.
  12. Click Save to save the automation.
After you have created an automation, you can run it from the Automations menu.