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Accessing Automation Options:
Navigate to the "Targets & KPIs" widget in your dashboard.
Locate the manual metric you wish to automate.
Initiating Automation:
Click on the dots menu icon next to the manual metric.
From the dropdown menu, choose the "Automate" option.
Choosing Custom Metric:
A catalog for automation will appear. Here, you can select choose the custom metric that you want wish to useutilize.
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Custom metrics are tailored to specific units. If you haven't created any custom metrics yet, the catalog will appear empty. |
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Automation Process:
After selecting the custom metric and its series, the automation process will be initiated.
The value of your manual metric will be automatically updated based on the data from the selected series of the custom metric.
Default Data Load Frequency:
By default, the data load process runs once every two weeks.
The frequency of data loading can also be determined by the cadence (expiry period) chosen for the manual metric.
Cancelling Automation:
If you wish to stop the automation for a specific metric, click on the dots menu icon next to the manual metric and look for the "Stop Automation" button. Click on it to cancel the automation process for that metric.
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