Configure execution summary

task australia Updated Sep 10, 2026 2 min read create-exe-sum-config.md
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Configure the execution summary with the appropriate conditions.

Before you begin

Role required: sn_ac.automation_technical_user or sn_ac.automation_admin

Procedure

  1. Navigate to All > Administration > Automation Center > Automation Sources.

    The Automation sources page is displayed with a list of existing automation sources.

  2. Select the source for which you want to configure the execution summary.

    The Automation source page is displayed with the details of the source.

  3. Select New in the Execution Summary Configurations section.

    The Execution summary configuration form is displayed.

  4. On the form, fill in the fields.

Field

Description

Automation source

The automation source that you’ve selected. This field is auto-populated.

Application

The associated application or the application scope in which the source is being created, such as Automation Center or RPA Hub. This field is auto-populated.

Table

The table from where you must import data.

State

The state of the execution summary configuration. This field is auto-populated.

Automation

The automation field from the selected table.

Group by

A field from the chosen table that you want to use to group the records.

Start date

Start time of the summary configuration.

End date

End time of the summary configuration.

Trigger type

An action that triggers the flow.

The following values are available for trigger:

  • Created: Every time a record in the source table is created.
  • Updated: Every time a record in the source table is updated.
  • Created or Updated: Every time a record in the source table is created or updated.
  • Daily: Scheduled to run daily.
  • Weekly: Scheduled to run weekly.
  • Run once: Scheduled to run only once.
  • Monthly: Scheduled to run monthly. These triggers can be set in the associated flow.
5. Select **Submit**.
You’re taken to the previous page. When an execution summary configuration is created, a flow is automatically created to match the configuration. The value set for the **Trigger type** field triggers this newly created flow.\[Omitted image "exe-sum-config.png"\] Alt text: Execution summary configuration
  1. Select the summary configuration in the Execution Summary Configurations section.

    Note: One automation source can have only one execution summary configuration.

  2. Select Update.

    Note: If you want to change the state of the execution summary from Published to Draft, select Draft at the top right of the page.

What to do next

Create execution state mapping

Parent Topic:Configuring automation summary execution

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