Automations

The Automations tool allows administrators to set up rules that automatically apply merchandising or operational actions to products or orders once they're saved to the marketAgility content repository. Used alongside data feeds, these rules help streamline processes and ensure consistency, saving your team time and reducing manual work.

Example use cases include:

Automatically converting brand codes or abbreviations into customer-friendly names
Assigning products to specific categories based on brand, gender, or other attributes upon upload.

Searching for Automations

You can search for existing automations using the search block. To add a new rule, click the 'Add Automation' button.

Attributes

Property	Description
Name	All or part of the automation rule's name. Also includes the description.
Content Source	Product or Order
Trigger	Created
Status	Indicates whether the automation is currently active or inactive
Actions	Edit / Deactivate / Delete
Bulk Actions	Activate / Deactivate Use this function under the Search bar to apply bulk actions across one or many records.

Details

The Details screen allows you to configure automation rules, including the event, triggers and action.

Property	Description
Details
Automation Name	A unique name that identifies the automation rule
Description	Description of the automation. It is automatically generated through a combination of the Event + Trigger + Action.
Automation Elements
Event*	The event that activates the rule. Choose Item Product Order Choose Product Event Created Updated Added to Category Removed from Category Must Match (toggle): All Triggers or Any Trigger (*Must Match* - Specifies whether all or any conditions must be true for the actions to run)
Trigger*	Choose the Triggers (Data, Must & Value) that are based on the Event. Data (Select an Option) Name Brand Department Season Material Price List Price Wholesale Price Created Date Active Status Inventory Warehouse Inventory Reference Number Category On Sale Feature Must (Select an Option) Be Less than Be Less than or Equal to Equal Be Greater than or Equal to Be Greater than Contain Value - refers to the criteria or data points that are used to define the conditions and actions within the rule. Existing Triggers will show if an Automation is being edited.
Action*	Defines the actions that will be executed if the event and trigger conditions are met. Add to Category Remove from Category Add Badge Remove Badge Add Feature Remove Feature Deactivate the Item Activate the Item Set as Ready to Migrate Send Email To Add Size Chart Remove Size Chart Set Property Existing Actions will show if an Automation is being edited.