Still building automations in a silo? That ends now. Shared automations are now possible!
Qlik is excited to introduce the ability to manage automations in shared spaces, enabling collaboration and execution through the context of a shared space.
How It Works
Teams can create, organize, and manage automation in shared spaces. This setup makes it easy to control who can run, duplicate, and view, offering flexibility and security.
This eliminates silos, reduces reliance on individuals and ensures consistent process across your organizations.
It’s a smarter, more efficient way to scale automation and keep your business moving forward together.
Key Benefits
• Collaboration: Assign multiple team members to manage and execute automation.
• Control: Space roles limit access and keep automation secure.
• Continuity: Avoid disruptions and ensure automations run smoothly, even when key users are unavailable.
Allow other users to run an automation
Limit the execution of an automation to specific users.
Every automation has an owner. When an automation runs, it will always run using the automation connections configured by the owner. Any Qlik connectors that are used will use the owner’s Qlik account. This guarantees that the execution happens as the owner intended it to happen.
The user who created the run, along with the automation’s owner at run time, are both logged in the automation run history.
Below we present you five options on how to run an automation:
1. Run an automation from the Hub and Catalog
2. Run an automation from the Automations activity center
3. Run an automation through a button in an app
You can now allow other users to run an automation through the Button object in an app without needing the automation to be configured in Triggered run mode. This allows you to limit the users who can execute the automation to members of the automation’s space.
More information about using the Button object in an app to trigger automation can be found in How to run an automation with custom parameters through the Qlik Sense button.
4. Programmatic executions of an automation
- Automations API: Members of a shared space will be able to run the automations over the /runs endpoint if they have sufficient permissions.
- Run Automation and Call Automation blocks
5. Note for triggered automations: the user who creates the run is not logged as no user specific information is used to start the run. The authentication to run a triggered automation depends on the Execution Token only.
Collaborate on existing automations
Collaborate on an automation through duplication.
Automations are used to orchestrate various tasks; from Qlik use cases like reload task chaining, app versioning, or tenant management, to action-oriented use cases like updating opportunities in your CRM, managing supply chain operations, or managing warehouse inventories.
Collaborate through duplicatione
To prevent users from editing these live automations, Qlik is putting forward a collaborate through duplication approach. This makes it impossible for non-owners to change an automation that can negatively impact operations.
When a user duplicates an existing automation, they will become the owner of the duplicate. This means the new owner’s Qlik account will be used for any Qlik connectors, so they must have sufficient permissions to access the resources used by the automation. They will also need permissions to use the automation connections required in any third-party blocks.
Automations can be duplicated through the context menu:
As it is not possible to display a preview of the automation blocks before duplication, please use the automation’s description to provide a clear summary of the purpose of the automation:
Extended context menus
With this new delivery, new options have also been added to the automation context menu:
- Start a run from the context menu in the hub
- Duplicate automation
- Move automation to shared space
- Edit details (owners only)
- Open in new tab (owners only)
Context menu for owners
Context menu for non-owners
Monitoring
The Automations Activity Centers have been expanded with information about the space in which an automation lives. The Run page now also tracks which user created a run.
Note: Triggered automation runs will be displayed as if the owner created them
Administration Center
The Automations view in Administration Center now includes the Space field and filter.
The Runs view in Administration Center now includes the Executed by and Space at runtime fields and filters.
Activity Center
The Automations view in Automations Activity Center now includes Space field and filter.
Note: Users can configure which columns are displayed here.
The Runs view in the Automations Activity Center now includes the Space at runtime, Executed by, and Owner fields and filters.
In this view, you can see all runs from automations you own as well as runs executed by other users. You can also see runs of other users’s automations where you are the executor..
Run history details
To see the full details of an automation run, go to Run History through the automation’s context menu. This is also accessible to non-owners with sufficient permissions in the space.
The run history view will show the automation’s runs across users, and the user who created the run is indicated by the Executed by field.
Metrics
The metrics tab in the automations activity center has been deprecated in favor of the automations usage app which gives a more detailed view of automation consumption.
For a brief demo, check this link: https://www.youtube.com/shorts/gkmJBxgO26o.
Rollout Plan
This capability is being rolled out across regions over time:
- May 5: India, Japan, Middle East, Sweden
- TBD: Asia Pacific, Germany, United Kingdom, Singapore
- TBD: United States
- TBD: Europe
- TBD: Qlik Cloud Government
[Update: May 7] The previously-scheduled rollouts of Automation Sharing and Collaboration for some regions have been temporarily postponed. Qlik is working on an updated release plan and updated release dates are soon to be determined (TBD). Thank you for your understanding.
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