Automations Management #

The Automations Management module allows you to configure rule-based triggers and actions to automatically control facility equipment (such as switches or lights) or dispatch notifications based on sensor readings, schedules, or webhooks.

Overview of Automation Features #

The automations table provides an overview of all active rules:

• Automation Name: Displays the descriptive name of the rule (e.g., Turn on heat if temp < 22°C).
• Facility: Shows whether the rule is tied to a specific facility room or marked as Global (No Facility).
• Trigger: Details the trigger condition type and formula (e.g., sensor, schedule, or webhook).
• Status: Color-coded status badge showing whether the automation rule is Enabled (green) or Disabled (red).
• Actions: Quick-access controls to edit or delete automation rules.

Filtering and Sorting Automations #

• Search: Use the search bar to instantly filter rules by name, facility, or trigger type.
• Sorting: Use the sort options (Newest, Oldest, or Name) to arrange your list.

Adding or Editing an Automation Rule #

To create a new automation rule or modify an existing one:

1. Open the Modal:
   • Click the floating + (FAB) button in the bottom right corner to add a new automation.
   • Alternatively, click the pencil (edit icon) on any row to update it.
2. Configure Form Fields:
   • Name: Enter a descriptive rule name (required).
   • Facility: Select a specific facility room or leave as Global (No Facility).
   • Trigger Type: Choose between sensor, schedule, or webhook.
   • Trigger Condition: Enter the evaluation condition (e.g., temp < 22 or a cron expression like cron(0 8 * * *)).
   • Action Type: Choose what type of action to execute: switch, lighting, or notification.
   • Action Payload: Provide the JSON payload for the target action (e.g., {"switch_id": 4, "state": "ON"}).
   • Enabled Status: Toggle the switch to enable or disable the rule.
3. Save:
   • Click Save to store the automation rule.

Deleting an Automation #

• Click the trash can icon on any row to open the deletion confirmation dialog, then confirm to remove the rule permanently.

Note: The Automations module requires a Commercial license tier or higher to access across your facility.