Full Basic Tutorial - Taking Action on Your Data - Part 4

[Michael_Tarallo]

Part 4 provides you with a full step by step tutorial on building a basic Qlik Cloud Analytics app that sends data and parameters to a Qlik Automate automation, then formats the selected results into a HTML formatted message that can be sent to a public email address. 

NOTE: Requires Qlik Cloud Analytics and Qlik Automate

resources.zip

Sample Automation: (JSON file)

1. Create a new automation
2. Right click on the automation canvas
3. Select "Upload workspace"
4. Choose .json file
5. Configure your mail client credentials
6. Save your automation

Sample App: (QVF file)

1. Upload to your Qlik Cloud space / catalog

Sample data Files (.xlsx)

1. 2025_getting_started.xlsx
2. categories.xlsx

Previous Posts and Videos

• Introduction post
• Part 1: https://youtu.be/knxtBfDD2_s
• Part 2: https://youtu.be/cuSloAiXz-Y 
• Part 3: https://youtu.be/iPxuckMuaSU 
• Part 4 (Preview): https://youtu.be/NrykiX2_ZsY 

[Michael_Tarallo]

Please let me know that you can post comments / reply

[Dementor]

Amazing video, Michael Really helpful.

[F_B]

Somehow I missed the previous 3 videos, thanks for this reminder!

[jonatan_abergel]

Wow, that’s amazing! Could anyone share the configuration for Riley MacDonald’s automation and extension button, as Mike demonstrated in the part one video?

[Michael_Tarallo]

H Jonatan - yes - I will cover this in another video - the extension is here in case you did not get it: 

https://github.com/rileymd88/automation-trigger

Configuring it is quite simple - just note that is not a Qlik sanctioned extension, it is open source - Riley is looking at making some improvments on it. It currently creates bookmarks and does not use temporary bookmarks - depending on the features you use etc. 

[mikkelhechthans]

Hi Mike.

Awesome video!!

Trying to replicate the setup and stealing with pride (obviously).. However, when trying to find the automation after selecting the action "execute automation" in the button, the new automation just created, doesn't show up in the search menu. also i cannot "just" insert the name of the automation directly.

Im admin of our tenant and have just about all roles under the sun. 

Any suggestions?

[jonatan_abergel]

Hey,

First, make sure that the automation and the app are in the same Space.

If everything is aligned, try doing a quick refresh sometimes it helps.

If it still doesn’t appear, it’s likely because you have a relatively large number of automations or draft automations.It is likely because you have more than 100 automations.

Find an automation by its ID

1. Open the automation you are looking for in the editor.
2. Look at the URL in your browser's address bar.
3. The automation ID is the string of characters between /automations/editor/ and /edit. For example, in the URL https://qlik.com/automations/editor/6c201b49-cz2e-00dc-8040-464ca41457b0/edit, the ID is 6c201b49-cz2e-00dc-8040-464ca41457b0.
4. When using the "Execute Automation" button, you can manually enter this ID to select the correct automation. 

[mikkelhechthans]

Hi Direct Automation ID in field worked. Thanks 🙂

[Michael_Tarallo]

Thanks @jonatan_abergel and @mikkelhechthans  - I think there is a known limitation - if your environment has more than 100 automations - it will only show the first 100 - I know it is frustrating and I am trying to get them to fix this. I think that is why you did not see your automation. @jonatan_abergel suggestion is the best workaround. Thanks to you both!