SDX-Cloud: Automations

TL;DR: An automation runs one action when one trigger fires. Project and organization admins set them up in Settings > Automations of a project: choose a trigger under WHEN, an action under THEN, and select Create.

Where to find automations

Open the project and select Settings > Automations. Only project and organization admins can configure automations. A project without automations shows No automations yet. The list shows each automation with these columns:

Column	Shows
Name	The name you gave the automation
When	Its trigger
Then	Its action
Enabled	Whether it is switched on
Next run	When a scheduled automation runs next

How an automation works

Each automation has one trigger and one action. You cannot add a second action. The first use is automatic file sync with integrations such as Trimble Connect.

Create an automation

Open the project and select Settings > Automations.
Select the add button. Create automation opens.
Enter a Name.
Under WHEN, choose a Trigger and its options.
Under THEN, choose an Action and fill in its fields.
Leave Enabled on if the automation should start working right away.
Select Create.

Triggers

Trigger	Starts the automation
On a schedule	At the times you set under Repeat
When a data model is created	When processing of a new data model in the project has finished, not at the moment of the upload. It applies to data models only, not to orthophotos or 2D plans.

Schedule options

Repeat sets how often a scheduled automation runs:

Every hour: no further options.
Every day: a Time, in whole hours from 00:00 to 23:00.
Every week: the Days (Sunday to Saturday) and a Time.
Every month is also available.

Actions

Send an email: one recipient in To, a Subject, and a Message with bold, italic, and lists. Insert a value adds placeholders such as the project name, the automation name, the trigger, who triggered it, and the run time. The default message is "Automation automation name ran on project name."
Sync with Trimble or Sync with Infrakit: choose the linked project and the export options that already exist in SDX-Cloud, such as mesh or contour line export. The target folder is always selected automatically. In a project that is not linked, both options are dimmed. The project must first be linked in Trimble Connect or Infrakit.

A scheduled sync can, for example, send every data model or the last snapshot of the day. A snapshot here is a timeline model: a data model uploaded by a Sodex system such as the SDX-Compact.

Turn automations on and off

Each automation has an Enabled switch. Turn it off to pause the automation without deleting it.

Check the run history

Each automation has its own run history in the project settings. It shows whether each run succeeded or failed. Failed runs do not send a notification, so check the run history. Automation runs do not appear in the processing jobs list.

When a sync stops

A sync uses the connection of the person who first linked the project. If that connection breaks, the automation stops. If a project link is removed, its automations are switched off.