Automation section

This page describes the actions and parameters that can be configured in an automation section (MarkupJob) in the template. Actions run as background jobs when the automation section is triggered by an event (for example after saving, after loading data, or on cell changes).

Tasks run sequentially: the next active row starts only after the current row completes successfully.

note

When you add rows, extend the named cell range of the automation section, or new steps are ignored.

Triggers and scheduling

A job can be triggered by a user interaction (like a cell action — value changed, cell click, or file events) or run on a schedule via a CRON entry. When a model has a CRON job, it shows a clock icon in the Cell Storage Explorer in Design mode, where you can start/stop it or run it now.

warning

JobRanges and workflow setup currently require database configuration (tables u1.MarkupJob and u1.MarkupJobTrigger, CRON entries).

Automation section table structure

Each row defines one action (task). The columns have the following meaning:

Column	Field	Description
1	Name	Name of the action (free text; appears in logs).
2	Type	Technical name of the action type (see below). Case-insensitive.
3	Run	1 = action runs; empty or 0 = row is skipped.
4	Success message	Optional text logged on successful completion.
5	Error message	Optional text logged on failure.
8	Status	Output: progress / completion status (filled by the system).
9	Result	Output: result text (filled by the system).
10–11	Started by / at	Output: who started the action and when.
12	Completed at	Output: time of completion.
From column 15	Parameter 1 … n	Action-specific input values (see each action section below).

Note: Parameters start at column 15 (first parameter = column 15, second = column 16, and so on).

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Action type overview

Type (column 2)	Description
MatrixDataCopy	Copy data from one dataset selection to another.
MatrixDataRecalc	Recalculate datasets (including optional import).
StateClose	Close inactive open dataset histories.
StateDeleteInactive	Clean up and delete closed, inactive dataset histories.
BidataExportStart	Start a data export (BI export).
DataPumpCsv	Import a CSV file into a SQL table.
LinkCommand	Execute a data query command (BxLink command).

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Execution and error handling

1. When the automation is triggered, all rows with Run = 1 are read.
2. Unknown types in column 2 are ignored (with a notice in the app).
3. Actions run sequentially. If an action fails, subsequent job rows are cancelled and an error notice is shown.
4. The Status, Result, and timestamp columns are updated by the system during and after execution (if the section is configured for this).

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Quick reference: parameters per action

Action	Param 1 (Col. 15)	Param 2 (Col. 16)	Param 3 (Col. 17)	Param 4+
MatrixDataCopy	Model code	Overwrite (0/1)	Target selections, then source selections	…
MatrixDataRecalc	Model code	Options (JSON/Legacy)	Selections	…
StateClose	Model code / ##ALL##	(reserved)	Minutes	—
StateDeleteInactive	Model code / ##ALL##	(reserved)	Minutes	—
BidataExportStart	Export name	Full sync (0/1)	Schema change (0/1)	—
DataPumpCsv	JSON settings	CSV path	BCP XML path	BxLink, schema, table
LinkCommand	JSON parameters	Command name	—	—

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Common placeholders for selection parameters

For MatrixDataCopy and MatrixDataRecalc, selection parameters refer to the dataset selections of the specified model (in the order defined in the model configuration):

Value	Meaning
(data label code)	A specific data label from its data label collection, for example 2024 or DE.
##ALL##	All labels of the selection.
##NULL##	No label / empty selection.

For optional or additional selections, an empty or unknown code may be tolerated; for required selections, a valid data label must be provided.

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Action descriptions and parameters

MatrixDataCopy — Copy dataset data

Copies cell values from a source selection to a target selection in the specified model. Subordinate datasets can be included recursively.

Parameters

Parameter	Column	Description
Model code	15	Code of the model in which data is copied. The most recently published template version is used.
Overwrite	16	1 = overwrite existing target data; 0 or empty = do not overwrite.
Target selection 1 … n	17 …	One data label code (or placeholder) per dataset selection — target.
Source selection 1 … n	…	Then one value per selection — source (same count as target).

Example

Model PLAN with two selections (year, version):

15	16	17	18	19	20
PLAN	1	2025	ACTUAL	2024	ACTUAL
→ Copies actual data from 2024 to 2025 (actual), overwriting existing target data.

MatrixDataRecalc — Recalculate datasets

Recalculates datasets for the specified selections. Optionally, import templates and filter options can be set.

Parameters

Parameter	Column	Description
Model code	15	Code of the model.
Options	16	JSON object or legacy format for import (see below). Empty = default behavior.
Selection 1 … n	17 …	One data label code (or placeholder) per dataset selection.

Options (column 16)

As JSON (recommended):

{
  "onlyExistingDatasets": "true",
  "migrationName": "MyImportTemplate",
  "migrationDocId": "12345"
}

JSON key	Description
onlyExistingDatasets	true = recalculate only already existing datasets.
migrationName	Name of an import template in the current template version (optional).
migrationDocId	Numeric ID of the import document (required when migrationName is set).

Legacy format (still supported):

<importTemplateName>##<documentId>

Example: Jahreswechsel##4711

StateClose — Close inactive datasets

Closes open dataset histories from the history that have been inactive for longer than the specified time (reducing parallel-processing warnings). Only datasets of the current tenant are considered; app and tenant are taken from the running session.

Parameters

Parameter	Column	Description
Model code	15	Code of the model. ##ALL## = all models.
(reserved)	16	Not currently evaluated — leave empty.
Inactivity (minutes)	17	Minimum inactivity duration in minutes. Only values > 0 trigger execution.

Example

15	16	17
PLAN		120
→ Closes open PLAN datasets that have been inactive for more than 120 minutes.

StateDeleteInactive — Delete inactive datasets

Permanently removes closed, inactive dataset histories (deletion stage). Tenant and app are taken from the running session.

Parameters

Parameter	Column	Description
Model code	15	Code of the model. ##ALL## = all models.
(reserved)	16	Not currently evaluated — leave empty.
Inactivity (minutes)	17	Minimum inactivity duration in minutes since closing. Only values > 0 trigger execution.

BidataExportStart — Start a data export

Starts the synchronisation of a configured data export (BI schema).

Parameters

Parameter	Column	Description
Export name	15	Caption (name) of the data export definition in the app.
Force full export	16	1 = force a full export; otherwise empty/0.
Allow schema changes	17	1 = allow schema/table changes at the export target; otherwise empty/0.

If an export job for the same definition is already running, the new job is cancelled.

DataPumpCsv — CSV import

Imports a CSV file into a SQL table using a BCP format XML file via a data integration (BxLink).

Parameters

Parameter	Column	Description
Import settings (JSON)	15	Optional JSON configuration (see below). Empty = default values.
CSV file path	16	Full path to the CSV file on the server.
BCP format XML path	17	Full path to the XML file with the BCP column definitions.
Data integration	18	Name of the SQL data integration (BxLink).
Database schema	19	Target schema in the database.
Target table	20	Name of the target table.

Import settings (JSON, column 15)

{
  "Delimiter": ";",
  "HasHeader": true,
  "Culture": "de-DE",
  "Encoding": "UTF8",
  "DropTmpTable": false,
  "UseExistingTable": false,
  "IdentityColumnName": "Id",
  "CommandTimeoutSec": 600,
  "NoEscape": true
}

Field	Description
Delimiter	Column delimiter in the CSV file.
HasHeader	true = first row contains column headers.
Culture	Culture for number and date formats, for example de-DE.
Encoding	Character encoding, for example UTF8.
DropTmpTable	Delete the temporary import table after completion.
UseExistingTable	true = use the existing target table (no rebuild).
IdentityColumnName	Name of the identity column on table creation (default: Id).
CommandTimeoutSec	SQL timeout for bulk steps in seconds.
NoEscape	true (default) = treat quotes as regular characters; false = RFC-4180 quoting.

LinkCommand — Execute a data query command

Executes a configured data query command (BxLink command) and loads the data into the app.

Parameters

Parameter	Column	Description
Command settings (JSON)	15	Optional parameters for the command (see below). Empty = default.
Command name	16	Name of the data query command in the app.

Command settings (JSON, column 15)

{
  "Parameters": {
    "Year": 2025,
    "Tenant": "ACME"
  }
}

The keys under Parameters correspond to the parameter names of the command in the data integration configuration.

Related

• Import data via template
• Cell action section
• States and history