# Automation steps A React block (a whole screen) in [Beamline](https://beamline.io/)'s [CMS & media](https://beamline.io/components/apps/cms-media) app. Live demo: https://beamline.io/components/automation-steps An automation's trigger and its steps' options. The outline: what starts it, then each step by its key and kind, with how many unknown paths it holds (warning). The trigger: an event (after the change, or before it, said to stop the save if a step fails; on create, update, delete; in which collections, none said to never run), a schedule (five cron fields, an unreadable one said, read back as the next three times), a webhook (its address to copy, method, answer at once or after the last step), manual (which collections, shown on a record's page, the list or both, a confirmation form whose answers reach the steps) or another automation. A step: its key (how later steps read it, a taken one refused) and typed options; text options take data-chain templates with Insert data listing what the trigger, who ran it, the step before and every earlier step produced on the last run; a path the last run didn't have is flagged under its field and keeps Save off; each templated option previewed resolved against the last run, a missing value marked; never run said. Active switch, unsaved changes, Discard and Save. ## Use it for - Setting what starts an automation and configuring each step with templates that read earlier data. - Checking templates against the last run before saving. ## Not for - Drawing branching rules for non-technical people ([workflow-builder](https://beamline.io/components/workflow-builder)). - Reading what each run did ([automation-runs](https://beamline.io/components/automation-runs)). ## Anatomy - header: the tool's mark, the automation, Active - outline: the trigger and each step with unknown paths - trigger: its kind and that kind's settings, the next three times for a schedule - step: kind, key, each option with Insert data, unknown paths, the preview with the last run - footer: unknown paths or saved, Discard, Save ## States - trigger event after or before, no collection; schedule readable or not; webhook answering at once or after; manual with or without a form; another automation - step with unknown paths, with a preview, never run; a taken key - saved, refused - phone: a step picker over one column - right to left: mirrored; templates stay left to right - reduced motion: through the tokens ## Keyboard - Tab through the outline, the trigger's choices, each option and its Insert data menu (Enter opens it), Discard and Save ## Motion Nothing runs at rest. ## Props | Prop | Type | Default | Description | | --- | --- | --- | --- | | `flow` | `Flow` | — | | | `defaultFlow` | `Flow` | — | | | `onFlowChange` | `((f: Flow) => void)` | — | | | `specs` (required) | `StepSpec[]` | — | What each step type takes. | | `collections` (required) | `{ id: string; label: string; }[]` | — | | | `lastRun` (required) | `Record \| null` | — | The data of the last run, keyed by $trigger, $accountability and each step's key; null when it hasn't run. | | `webhookUrl` (required) | `string` | — | The webhook's address. | | `onSave` (required) | `(f: Flow) => Promise<{ ok: true; } \| { refused: string; }>` | — | | | `now` | `string` | — | What "now" is for the schedule's next times; the moment it renders by default. | | `defaultSelected` | `string` | — | | | `product` | `string` | — | | | `className` | `string` | — | Classes on the documented visual root; no override by default. | | `style` | `CSSProperties` | — | Inline styles on the documented visual root; no overrides by default. | | `ref` | `Ref` | — | Receives the documented native target or imperative handle; omitted by default. | ## Built from - [Alert](https://beamline.io/components/alert.md) - [Avatar](https://beamline.io/components/avatar.md) - [Button](https://beamline.io/components/button.md) - [Checkbox](https://beamline.io/components/checkbox.md) - [Dropdown menu](https://beamline.io/components/dropdown-menu.md) - [Input](https://beamline.io/components/input.md) - [Label](https://beamline.io/components/label.md) - [Radio group](https://beamline.io/components/radio-group.md) - [Select](https://beamline.io/components/select.md) - [Spinner](https://beamline.io/components/spinner.md) - [Switch](https://beamline.io/components/switch.md) - [Textarea](https://beamline.io/components/textarea.md) ## Dependencies `lucide-react` ## Import ```tsx import { AutomationSteps } from "@beamline/automation-steps"; ``` ## Get it Automation steps is part of Beamline UI. Install the parts you need in your React app as compiled packages or editable source. [Get Beamline](https://beamline.io/checkout?pack=complete) · [Connect your agent](https://beamline.io/connect) ## More in CMS & media - [Content workbench](https://beamline.io/components/cms-workbench): A site's content in one place: collections, the chosen collection's items in a grid where cells are chosen as a range (click, Shift-click), and an… - [Page editing](https://beamline.io/components/page-editing): Editing a live page in place, for someone who may edit but not publish. Edit page outlines each editable piece with its name; a click edits it where it… - [Page inline edit](https://beamline.io/components/page-inline-edit): The website edited in place inside the admin. A page picker with the page's address and Edit in place. The website shown in its own paper and type; with… - [Writing canvas](https://beamline.io/components/writing-canvas): Writing before structure, for a CMS team. A shared draft with where it sits, who's in it and the section each person is writing in (or that they're only… - [Versioned document](https://beamline.io/components/versioned-document): One CMS document edited in its draft or in a release's version. The switcher says what each version holds and where an edit goes; published reads only… - [Document history](https://beamline.io/components/document-history): A CMS document's history. Revisions as a timeline, newest first, each with what happened, who and when; the ones made inside a release are gathered under… - [Record versions](https://beamline.io/components/record-versions): A published record with its versions. Main (published on success) and each version with how many fields differ from main (on info), who made it from what… - [Document finder](https://beamline.io/components/document-finder): Finding documents in a CMS. Search by words in a title or text field; the filters read as a sentence of chips (type, what a field contains, as many as… - [Content releases](https://beamline.io/components/content-releases): Content releases in a headless CMS: changes to many documents grouped to go live together. A preview bar layers chosen releases over what's live in the… - [Post release](https://beamline.io/components/post-release): One post on its way out. The preview shows it as the website, a phone, the email and a shared link, from one revision; the email's subject is set apart… - [Social media scheduler](https://beamline.io/components/social-scheduler): Plan posts across your social accounts: a week calendar where every post sits at its time in its account's colour and moves by drag, a queue of what goes… - [Post performance](https://beamline.io/components/post-performance): How published posts did, with every figure's denominator said. The list keeps each post's website visitors, its email's open and click rates (each "x of… - [Newsletter desk](https://beamline.io/components/newsletter-desk): A publication's newsletters, each its own list with its own subscribers, settings and design. Active and Archived apart; a new one says how many existing… - [Audience segments](https://beamline.io/components/audience-segments): A messaging product's audience segments in one place: the directory with members (a count of people, or not known, never 0) kept apart from what uses… - [Publishing team](https://beamline.io/components/publishing-team): A social team's settings in three places. Tags: posts with their status (scheduled, draft, sent) and tags in their own series hue, the same hue in the… - [Asset library](https://beamline.io/components/asset-library): A shared media library in a CMS. Folders hold files; collections only point at them, and adding to one says it never moves a file. The grid filters by… - [Media collection](https://beamline.io/components/media-collection): A media collection that fills itself from metadata. Its rules read as one sentence of chips (is, is not, contains, before, after; choices picked from the… - [File detail](https://beamline.io/components/file-detail): One file's details. The image with its focal point (where crops keep the subject), set by clicking the picture and said in words, or none said. Metadata… - [Metadata fields](https://beamline.io/components/metadata-fields): An account's metadata fields for media. The library lists each field with its type, how many assets fill it and how many projects can use it, with New… - [Collection batch edit](https://beamline.io/components/collection-batch-edit): A collection's records filtered and edited together. Saved filters beside nested rules (query-builder, up to three levels) over fields and dotted JSON… - [Schema fields](https://beamline.io/components/schema-fields): A collection's fields and their settings. The fields with key, type and flags (required, unique, hidden, translated). An existing field leads with its… - [Policy rules](https://beamline.io/components/policy-rules): One access policy's permissions. Admin access (said to skip every rule, on warning) and app access (without it its people can't sign in; rules still… - [Automation runs](https://beamline.io/components/automation-runs): An automation's runs and running it by hand. The runs: when, how it ended (done on success, failed on danger, running on info), what started it and how… - [Review share](https://beamline.io/components/review-share): Sharing cuts for review. The page as reviewers will see it leads, large: its title (edited in place), how many items and when it ends, what's allowed… - [Guest review](https://beamline.io/components/guest-review): A guest's review of shared translations, and the invitation that scopes it. The room shows the screen each key appears on with the shared keys numbered… - [Translation workbench](https://beamline.io/components/translation-workbench): Translating a file segment by segment. Source and target sit side by side, segments grouped by their content unit; the source is read only (it changes by… - [Translation editor](https://beamline.io/components/translation-editor): Content in two languages side by side, and the interface strings. Content: the record and the language to translate into, how many fields are translated… - [Translation key](https://beamline.io/components/translation-key): A translation key, defined and given context. General: the name (one already in the project refused, or a name per platform), the base text, the… - [Language preview](https://beamline.io/components/language-preview): One document in two languages side by side. The panes scroll together; choosing a passage in either lights it in both and offers Find in editor; a… - [Localization overview](https://beamline.io/components/localization-overview): A localization project at a glance. Review progress per language says segments and words approved out of their totals (a word total still being counted… - [Captions](https://beamline.io/components/captions): Captions for a video, by speaker and by style. Caption layers are bound to a speaker (or all speakers), each with its own style and place, top or bottom… - [Cut review](https://beamline.io/components/cut-review): Reviewing a film cut. The picture is the still of the clip under the playhead, large, with the checks a reviewer needs folded into three tools above it… - [Shot list](https://beamline.io/components/shot-list): A scene's shot list for a film or video shoot. Shots in order with done, number, description, size, movement, setup and time, and banner rows (a meal, a… - [Call sheet](https://beamline.io/components/call-sheet): A shoot day's call sheet. Composed from grids switched on or off: schedule (scenes, start, pages, cast), cast with call times edited in place and a call… - [Screenplay revisions](https://beamline.io/components/screenplay-revisions): A screenplay under revision for a production. The script in screenplay form (scene headings, action, character, parenthetical, dialogue, transitions)… - [Transition sequence](https://beamline.io/components/transition-sequence): An event's sequence of states for one object, as an inspector. The states play in order; each step between two states has its own duration and easing… - [Segment editor](https://beamline.io/components/segment-editor): One segment's translation with its checks and help. The source shows its tags and placeholders as numbered chips, and so does a preview of the… - [Rig editor](https://beamline.io/components/rig-editor): Rig a character: bones, a rotation constraint and a mesh. Bones are drawn joint by joint on the stage or added from the chosen joint, and can branch from… - [Project board](https://beamline.io/components/project-board): A team's sprint as a board: the sprint's goal, points done and days left, filters by person and label, the work as cards in columns with work-in-progress… - [Cycle planner](https://beamline.io/components/cycle-planner): A team's work cycles: the schedule read as one sentence (every two weeks from Monday, no cooldown, three ahead) over a calendar of cycles on a week… - [Component source](https://beamline.io/components/component-source): Components and their instances in one artboard. Layers chosen together become a component after a review of what goes with them (their timeline keys and… - [Element index](https://beamline.io/components/element-index): A production's element index: every element (cast, props, wardrobe, vehicles, animals…) grouped by category, each with how many scenes it's in, the shoot… - [Layout inspector](https://beamline.io/components/layout-inspector): Size and place one object in its parent. Width and height are Fixed (points or percent), Hug (its content; not without children) or Fill (its parent; not… - [Text styles](https://beamline.io/components/text-styles): A text object's runs, styles and modifiers. Each run takes one of the text's own styles (they belong to this text only); hovering or focusing a style… - [Label designer](https://beamline.io/components/label-designer): A label template made against the real label: drawn at true proportions in millimetres with its size beside it; the code says what it holds (a QR links… Part of [Beamline UI: polished, editable React components and complete screens for custom applications](https://beamline.io/). [Build your own style from any look; tokens, fonts, radii, motion; not only colours](https://beamline.io/docs/customize).