27 results for “Connect an OData feed”

Connect AutomatedOn to a system with an OData API so you can build datasets from it.

Choose which entity set, records and fields to fetch from an OData data source such as Aptem or Dynamics.

Understand API Auth Profiles, data sources and credential keys before you connect AutomatedOn to another system.

Use a standard OData data source to read data from Aptem or Microsoft Dynamics 365 / Dataverse.

AutomatedOn only connects to systems on the public internet. Find out what's blocked and what to do instead.

Connect AutomatedOn to a plain REST/JSON API so you can build REST datasets from it.

A worked example: read completed Century Smart Initial Assessment sessions with a REST data source and dataset.

What the data source and connection error messages mean, and how to fix them.

Use a dataset's Queries tab to read and copy the request AutomatedOn builds, without running it.

A quick tour of the building blocks behind every automation, from the system you connect to through to the history of each run.

Use the Queries tab to see, copy and check the data source queries a process makes.

Check that an API Auth Profile's credentials are in place, and for OAuth that the token endpoint responds.

Make datasets flexible with values supplied at run time, relative dates and dates from previous runs.

Look up extra information for each record from a second dataset, and use it in rule conditions.

A worked example that ties a dataset, an email template and a process together to send every student the same reminder.

Set up outcome labels such as Ineligible or Needs review, and connect them to process steps.

Describe one REST API request and how to turn its JSON response into records.

Build a rule with condition sets and conditions in the back office.

Learn what each top-level folder in your tenant holds, so you know where to create data sources, datasets, rules, templates and processes.

Build an automation that reads records from a dataset, checks them against rules and runs steps such as sending emails.

Run a dataset and see real records on the Preview tab, with up to 500 rows.

What API request and sign-in error messages mean and how to fix them.

Set up a call to another system's API that a process can make for each record.

Set up how AutomatedOn signs in to another system, using an API key, a static token or OAuth client credentials.

Why AutomatedOn sometimes asks you to wait a moment, and what to do.

See which AutomatedOn features are available to members, back-office users and back-office administrators.

What the messages on the Test tab mean when a test can't run or finish.