Manage Automations

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Context

After you create Automations, you can take actions to manage them. You can favorite Automations or delete Automations you no longer need.

Prerequisites/Preparation

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

You have the Demandbase Orchestration solution.

Steps

  1. From the left navigation bar, go to Orchestration_N.png Orchestration > Automations.
  2. From the Automations table, select the check box for one or more Automations.
  3. Click Take Action and select one of the available options:
    • Activate: Select to activate the scheduled Automation. Demandbase requires you to confirm before activating the Automation.
      Important: You can only activate Automations that have a schedule set.
    • Deactivate: Select to deactivate the Automation. Demandbase requires you to confirm before deactivating the Automation.
    • Make Favorite: Select to add the Automation as a favorite.
      Tip: You can also click the Make Favorite (heart) icon next to the check box to favorite an Automation.
    • Unfavorite: Select to remove the Automation as a favorite.
    • Delete: Select to delete the Automation. Demandbase requires you to confirm before deleting the Automation.
      Manage_Automations.png

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