How UNCF Automated Event Requests in Hive with One Smart Form
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Automating Hive: Apply Action Templates When Labels Change
Today, I'll show you how to build an automation that automatically applies action templates whenever a card's label changes. This is particularly useful for teams managing multiple workflows based on different categories or channels.
Real-World Use Case
We recently implemented this solution for a marketing agency handling content requests across various marketing channels.
When clients submit content requests, they select a channel via a dropdown menu (mapped to Hive labels). The automation then applies the appropriate template based on the selected channel, including assignments, due dates, and approval actions.
When clients submit content requests, they select a channel via a dropdown menu (mapped to Hive labels). The automation then applies the appropriate template based on the selected channel, including assignments, due dates, and approval actions.
How It Works
The automation leverages Hive Automate, a Workato-based platform that enables seamless automation within Hive and integration with your broader tech stack. Here's the step-by-step breakdown:
1. Setup Prerequisites
- Configure your templates in Hive
- Set up your labels in workspace settings
- Access to Hive Automate
2. Building the Automation
The recipe consists of several key components:
Trigger Configuration:
Trigger Configuration:
- Monitors new or updated actions
- Specifically watches the labels field
- Can be set for specific projects or workspace-wide
Label Processing:
- Lists all Hive labels to access label IDs
- Matches label IDs with predefined templates
- Executes different workflows based on label matches
Template Application:
- Updates the Hive action with the appropriate template
- Maps specific labels to corresponding templates
- Handles multiple template scenarios through conditional statements
3. Technical Implementation
The automation works by:
1\. Triggering on label changes
2\. Identifying the label ID (computers prefer IDs over names)
3\. Matching the label ID with predetermined conditions
4\. Applying the corresponding action template
Key Benefits
Streamlines workflow initialization
Ensures consistency in process execution
Reduces manual template application
Supports multiple channel-specific workflows
Tips for Implementation
Keep track of your label IDs for accurate matching
Test the automation with each template variation
Consider expanding conditions for different use cases
Monitor the automation's performance initially
Need support setting this up? We can help!
If you need assistance implementing this automation or want to explore other Hive automation possibilities, you can book a discovery call to discuss your specific needs and requirements.
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