Your automations can be started right from the Ultradox editor, but can also be triggered from external services such as Google Forms, Sheets, zapier or via API.
No matter if you start your automation from the Ultradox editor or from an external app, you will get live feedback in the editor whenever a building blocks is getting executed and you will find detailed info in the console.
Run an app
If your automation contains one or more interactive steps like submitting a form or selecting a contact it turns into an app.
You can make your app publically available or limit the access to selected users.
You can start an app right from the Ultradox editor by clicking on
Run app in the main toolbar. Or you can simply open the URL of the app in a fresh browser window.
Running a batch job
Batch jobs are also be performed directly from the Ultradox editor. Batch jobs are simple processes that need to be repeated for multiple applications, such as sending a newsletter to your contacts, selecting documents for further processing such as printing, selecting a row of different Google spreadsheets, etc.
Ultradox automations can run in the background to run the once configured applications. Other Ultradox automation systems interact with a user and require these inputs for execution.
Automations that run without further interaction with a user are called background processes.
Background processes can be used to create daily or weekly reports, for example, by configuring a timer in a repeat loop.
The process flow does not require any user interaction, but runs in the background and generates reports for saving, printing or sending by e-mail.
Background processes can also be triggered and triggered via external services such as Google forms or table documents, via paper or via API.
With Ultradox you have the possibility to create automation systems that interact with users and need the transfer of this data for the execution of the automation and cannot run in the background.
Ultradox automation that prompts for interactive steps require user interaction to run.
The Ultradox building blocks suitable for this are listed on the sidebar under User Interactions, such as the Form or Notification building block. For more interaction building blocks, see Google Tables, Contacts, Drive and Cloud Print.
To create and test interactive workflows, simply enable user interaction for multiple modules and click the Execute icon. Ultradox will interrupt your data flow and prompt the user to interact and restart the process as soon as the user enters the data.
If you want to allow other users to run your automation from the Ultradox Editor, share your automation in edit mode with your users.
You can share automation directly from Google Drive or from Ultradox Editor by clicking the Share button.
Edited users can open and run the file directly from Google Drive or by opening the URL of your Ultradox file.
Please note that your users may be able to access your personal data and change or delete Ultradox building blocks. So share your data with users you trust!
For more information, see the User Administration Guide.
Example for a batch job
Batch processing for a greeting card
Let's create a batch order in which the personalized greeting card "Happy New Year" for selected contacts is created and printed as a PDF document.
Load contacts and create a template
First we need a
Load contact(s) building block from
Google Contacts. Click on the given contact and select a contact via the following dialog. The building block should then look like this:
The Batch Processing button in the toolbar is now active.
Afterwards we add a
To PDF building block from
Google Docs and link it to a Google Text document, which we create via the dialog.
A Google Text document opens in a new browser tab. Let's rename it in Greeting Card and in this simple example
Hello contact, we wish you a happy new year! and insert an image if necessary.
To personalize this template for all selected contacts, we add a variable instead of a name. To do this, we open the
Ultradox Template Editor in the sidebar via the
Add-ons menu. This lists all variables that are available via the
Load contact(s) building block.
If we place the
Load contact(s) building block e. g. after the
To PDF building block, the list of variables in the Ultradox Tempalte Editor will be empty, because no data has been provided in advance.
Select the variable
givenName by clicking on it. Now in our template it says
Hello , we wish you a happy new year!
Finally, we add a
Print document building block from
Google Cloud Print to the end of Ultradox Automation and select a printer.
Now we can start a test run.
For a test run, we deactivate the
Print document building block by setting the
on/if/off button to
Before starting a Ultradox Automation it is recommended to start a test run e. g. by deactivating the final device.
Now click on
Batch in the toolbar or start the batch via the menu item. Select the individual contacts you want to receive our greeting card from the dialog and click Run batch.
Now the output is started in the console and lists live the actions to be performed and a percentage status display of the progress. In our case, the loaded contacts and the creation of personalized templates should be displayed.
on/if/off button in the
Print document building block to
on and start batch processing! The personalized documents are printed.
Questions and Feedback
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Last Updated: 10/10/18