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Navigating the user interface

Qlik Application Automation provides an easy-to-use user interface to create and test automations, to store data connections, and to keep track of your automation history.

You can access Qlik Application Automation by selecting My Automations from the Launcher menu .

Information noteUsers with Embedded Analytics User role cannot access Qlik Application Automation.

Automations Overview

The Automations Overview section is where you find a list of all your automations including details of the latest run. Use the search bar to find a specific automation, or filter by run status or run mode.

  • Click on the Edit button to open the automation canvas edit view to add and configure block settings.

  • Click on the Create automation button to create a new automation.

You can access the Overview section at any time through the My Automations tile in the Launcher menu.

Automations Overview section

The overview section of Qlik Application Automations showing the default landing screen


The Edit view of the automation canvas is where you build and test automations. From this section, you have access to all of the automation blocks and connectors, as well as the history and automation settings. On the left side of the automation canvas is the Block Library pane. From this pane you can drag automation blocks to the canvas to build and edit your automation. You can hide the block library by clicking on the minimize button on the upper-left corner of the pane.

On the right side of the automation canvas is the Block Configuration pane. When a block is selected on the automation canvas, the block configuration options are shown on this pane. You can hide the block configuration options by clicking on the minimize button on the upper-right corner of the pane

When you are done creating or editing your automation, click on the Save button save automaton icon .

To run the automation, click on the Run button run automation icon . When the automation starts running, the view will change to the History tab. If there are any issues with any of the blocks, an Invalid Block message will appear with suggestions for fixing the problem before you can continue.

To undo an action click undo icon, and to redo something you've undone click redo icon. You can also zoom in and zoom out of the canvas to view more or less detail. Click the zoom percentage to reset the zoom level to 100%. Click on crosshair icon to recenter position on automation canvas to recenter your position on the canvas.

Automation Edit view

Qlik Application Automation editor section showing the edit screen and a simple input-output automation

Blocks with connection settings

When a block is selected on the automation canvas, the block configuration options are shown on the Block configuration pane. In the Connection tab you can select which connection you want to use for that service. In the Select Space drop-down list you can select the Space that has the connection you want to use. You also have the option to create a new connection or delete an existing one.

Once you select a connection, you can choose to also apply that connection to all blocks of that service in the automation. Your selected connection will be active until you change it to another one. Connections marked with a red exclamation mark are disconnected and need to be reconnected before they can be selected in the automation.

Block configuration pane

Block configuration pane showing the connection options

The Settings menu

The Settings menu of the automation canvas lets you edit the details of your automation, save your automation as a template, view the changelog, disable or enable the automation, and delete the automation. To open the Settings menu, click on the Settings button settings icon on the upper-right corner of navigation bar.

Settings menu

Output settings menu

Automation edit menu

The automation edit menu is available when you right-click the automation canvas.

Automation edit menu

Automation edit menu upon right-click, showing general options

From the edit menu, you can manually run, save, and save the automation as a template. You can also download or upload an automation. An automation is represented as a JSON file. This is helpful if you want to open an automation someone else created, or you want to send your automation to someone else to use as a template or example.

Information note

To see how the Qlik Community is using automation templates, see Qlik Application Automation


Above the automation canvas, you can switch to the History view, which shows the output details for the most recent automation executions. You can sort the Status and Time started columns in ascending or descending order. Use the filter icon on the Run title column to filter based on the name of the run. If your automation has an output block, the output from that block is shown on the Output tab.

To see the input and output for each block, select the Per block or Chronologically tabs. Chronologically shows the order in which blocks were executed.

If any of the blocks throws an error, check the Error tab for details.

Automation History view

automation canvas history view showing history of runs and output


The Runs view provides you with a list of all the runs. Use the search bar to find an automation by name or run title. You can also filter by run status, context and run start time. You can sort the table in ascending or descending order by automation name, run status, context or start time.

Automation Runs

Automation Runs view showing automation run history


The Metrics view provides you with an informational snapshots of your automations and runs. You can view the details for today or the last seven days.

Automation Metrics information

Metrics view showing automation metrics


The Connections section is where data connections are listed. In this section you can:

  • Browse available connectors and set up a new connection by clicking on Create new connection

  • Search by connection name and narrow down the results by filtering on Connector, Owner, or Space.

The More menu allows you to:

  • Modify the connections you created by clicking on Edit.

  • Reestablish the connection you created by clicking on Reconnect

  • Remove the connection by clicking on Delete

Automation connectors section

Qlik Application Automation connection section showing list of available connections

Deleting connections

To delete connections, you need to be the creator of the connection, or have role that gives you sufficient permissions to do so.

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