The Automations table displays all automations in your tenant and provides visibility into their configuration, schedule, and run status.
You can use this table to:
- Monitor automation activity.
- Identify failed or inactive automations.
- Review scheduling details.
- Quickly access recently updated automations.
- Filter automations by owner or favorites.
Access the Automations Table
To access the table, from the left navigation bar, go to Orchestration > Automations.
Filtering the Table
You can filter the table by:
- Automation Owner
- Favorite
Table Columns and Definitions
The table includes the following columns:
- Name: Name of the automation.
- Member Type: Shows the object type the automation runs against.
- Account: Runs against accounts.
- Person: Runs against people.
- Schedule: Shows how the automation is scheduled.
- Single Run: A one-time run is scheduled.
- Recurring: Runs on a recurring schedule.
- No Schedule Defined: No schedule has been set (the Schedule column appears blank).
- Status: Shows if automation is live.
- Active: Automation runs at the scheduled date and time.
- Inactive: Automation has never run, has been deactivated, or completed a single run and not run again unless rescheduled and reactivated.
- Job Status: Shows the result of the last run.
- Green checkmark: Automation ran successfully.
- - -: Automation is inactive.
- Favorite: Shows if you've marked automation as a favorite.
- Last Update: Date the automation was last modified.
- Last Run: Date and time of last run.