For Memento Database 5.6 and up
Automation Actions are a powerful feature in Memento Database that allows you to execute rules with the tap of a button. Unlike triggers that run automatically in response to events, actions are manually initiated by the user. This gives you control over when and how your automations are executed, making them perfect for on-demand tasks and operations that require user input.
Button Placement Options
When creating an action, you must decide where the button will appear in the interface. Memento Database offers several placement options:
1. Library Level
Buttons appear in the library’s main interface, typically in the top action bar. These actions are accessible regardless of which entries are selected or viewed, making them ideal for library-wide operations such as:
- Adding new specialized entries
- Generating reports about the entire library
- Running batch processes on all entries
2. Entry View Card
Buttons appear when viewing a specific entry’s details. These actions operate in the context of the currently viewed entry, making them perfect for:
- Generating documents based on the entry’s data
- Creating related entries
- Performing calculations specific to the entry
- Sending the entry’s data via email or messaging
3. Bulk Actions Menu
Buttons appear in the menu that displays when multiple entries are selected. These actions operate on all selected entries at once, ideal for:
- Batch updating fields across multiple entries
- Processing groups of related entries
- Exporting selected data
- Performing calculations across multiple entries
4. Entries in the List
Buttons appear in each row of the entry list, allowing quick access to actions for individual entries without opening them. These are perfect for frequently used actions such as:
- Quick status updates
- Simple data transformations
- Marking entries as read/unread
- Initiating simple workflows
Adding Arguments to Actions
One of the most powerful features of automation actions is the ability to collect input from users before executing rules. This is done through the Arguments tab when configuring an action.
Configuring Input Fields
To add user input fields to your action:
- Go to the Arguments tab when editing your action
- Add input fields by tapping the + button
When a user taps the action button, they’ll see a dialog with these input fields before the action executes. The values they enter can then be used in your rule tasks.
Adding Rules to Actions
After configuring your action button and arguments, you need to add rules that will execute when the button is tapped:
- In the action editing screen, add rules by tapping the + button
- Configure each rule with conditions, execution mode, and tasks
- Add as many rules as needed to complete your automation workflow
Rules in actions work exactly the same way as trigger rules, with the same options for conditions, execution modes, and tasks.