Publish an Automation

After configuring the selector criteria, schedule, and actions for an Automation, the final step is to publish it.

Important:

• Even if a schedule is set, an Automation does not run until it is published.
• If the user who created published Automations is deleted, Demandbase automatically deactivates those Automations. You must manually reactivate them.

Prerequisites

• You must have a license for Orchestration.
• You must have Admin privileges or be assigned to a permission set with the required access to use Orchestration.

Steps: Publish a New Automation

1. From the left navigation bar, go to Orchestration > Automations.
2. Create an automation.
3. Add Actions to an Automation.
4. Click Publish.
5. In the confirmation pop-up, click Confirm.

Steps: Publish an Existing Automation

You can activate an Automation from the Automations homepage.

1. From the left navigation bar, go to Orchestration > Automations.
2. Check the checkbox next to one or more Automations.
3. Click Take Action.
4. Click Activate.
   
5. In the confirmation pop-up, check the checkbox, and click Activate.
   

Outcome

Demandbase activates the Automation and runs it at the scheduled date and time. If you deactivate the Automation, Demandbase stops it immediately.

Important: Run time is based on the current time set on your local system.