Quick Guide to Creating a Process Automation Tool with Five
In this guide, we’ll walk you through the essential steps to build a simple Process Automation Tool using the Five development environment.
Step 1: Create a New Application
1.1 Sign in to the Five environment and navigate to the Applications section.
1.2 Click the Plus icon to create a new application, and name it Process Automation Tool.
1.3 Save your application by clicking the Tick icon.
Step 2: Set Up the Database
2.1 Access the Data section and click on Table Wizard.
2.2 Create necessary tables such as Tasks, Users, and Actions, defining the fields such as Name, Status, and Assigned User.
2.3 Save each table setup, ensuring you establish relationships as needed.
Step 3: Build User Interface Forms
3.1 Go to Visual and select Form Wizard to create forms for data entry.
3.2 Create forms linked to Tasks and Actions, allowing users to input task details and the corresponding actions.
3.3 Save your forms, making sure to configure display types for clarity and ease of use.
Step 4: Add Automation Logic
4.1 Use the Logic section to create functions that automate specific tasks, like notifying a user via email or updating task status.
4.2 Set triggers based on user actions within the forms, such as submission or updates.
Step 5: Run and Test Your Application
5.1 Click the Deploy to Development button to run your application.
5.2 Test the process automation functionalities to ensure everything works seamlessly.
5.3 Make any necessary adjustments based on user feedback to enhance usability and effectiveness.
Congratulations!
You’ve successfully created a Process Automation Tool using Five! Now you can further enhance it by adding reports, dashboards, and additional features as needed.
