Manage Automations

After creating Automations, you can manage them from the Automations Overview table. Management actions include activating, deactivating, marking as favorite, unfavoriting, or deleting Automations.

Important: 

• If you need to update selector criteria or actions for a live Automation, you must first deactivate it. After saving your changes, you must reactivate the Automation to resume scheduled runs.

• You can't delete users that own active Automations. To delete users that own active Automations:

  1. Deactivate all Automations owned by the user.
  2. Delete the user.
  3. Reactivate the Automations.

Prerequisites

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

Steps

1. From the left navigation bar, go to Orchestration > Automations.
2. In the Automations table, select the checkbox next to one or more Automations.
3. Click Take Action and select one of the following options:
   • Activate: Activate an Automation. Confirmation is required before activation.
     Important: Only automations with a defined schedule can be activated.
   • Deactivate: Deactivate an Automation. Confirmation is required before deactivation.
   • Make Favorite: Marks the Automation from your favorites for easier filtering and access.
     Tip: You can also click the heart icon next to the Automation.
   • Unfavorite: Remove the Automation from your favorites.
     Tip: You can also unclick the heart icon next to the Automation.
   • Delete: Delete the Automation. Confirmation is required before deletion.
     Important: Only inactive Automations can be deleted.