Manage Automations

Content

• Overview
• Pre-conditions
• Steps
• Notes

Overview

After creating and configuring automations on either a local or global scope (ie on the document/template or in Admin Panel), you can manage automations rules* by performing the below actions on them:

• Enable/disable.
• Duplicate.
• Delete.
• Export.

Additionally, you can get an overview of them with the following information:

• State.
• Name.
• Description.
• Executions.
• Created at.
• Created by.
• Modified at.
• Modified by.
  
  

Pre-conditions

Managing Automations on a Template/Document Level

• System Level Permission:  [ 'System Administration' ] or [ 'Manage Automations' + ( 'Edit Documents' or 'Create Documents' or 'Document Manager' / 'Create Templates' )]
• Document/Template Level Permission: 'Owner', 'Editor', 'Reviewer', or 'Read Released'

Managing Automations on a Global Level

• System Level Permission: [ 'System Administration' ] or [ 'Manage Automations'  + 'Document Manager']

Steps

Before proceeding with the core steps, there are 2 ways to manage an automation:

• Template/document level - Narrow scope
• Platform level - Wider scope, as this encompasses multiple elements (so across any combination of the document, template, or stage elements)

For the former, you have to go to the document or template (so you need direct access to it).

For the latter, you have to go to the Admin Panel module and navigate to the Automations tab.

Enable/Disable | Duplicate | Delete | Export

1. (If on a document/template) Click on the  icon in the top pane of the template/document.
2. To enable/disable, duplicate, or delete an automation rule:
   
   1. Scroll your mouse to the right of the relevant automation rule.
   2. Click on the icon.
   3. Click any of the following:
      1. Enable/disable.
      2. Duplicate.
      3. Delete.
3. To export the automation rules:
   
   1. Click on Export Table on top of the table.

Supplementary Information

Table Column Configurability

You can organize your table columns by:

1. Hovering your mouse over a column.
2. Clicking on its icon.
3. Choosing any of the following options:
   1. Pin left.
   2. Pin right.
   3. Hide column.
   4. Unpin.

Table Export

The CSV report will contain the same columns as the ones shown in your table view, so if needed, adjust your table columns.

Its filename format is as follows: "Automations - Month day, hour-minute.csv".

• Example: "Automations - July 7, 17-34.csv"

Notes