AutomationEditor
The automation editor is used to build and manage sophisticated automation workflows.
KeyConcepts
AccountManagement
ManagingAutomations
- Dashboard
- Determining when a polling automation will execute
- Sorting the list
- Unlinking deployed automations
- Filter by folder
- Searching the list
- Group actions
- Importing an automation
- Gear Menu
- Alert email options
- Concurrency
- Disabling data storage
- Managing stored data
- Latch groups
- Turn off upon any error
- Resetting an automation
- Downloading the automation XML definition
- Edit polling schedule
- Obtain an automation's UUID
- Publish template
- Determine if an automation is referenced
- Edit automation notes
- Edit execution windows
- Export an automation
- Get linked template info
- Protect an automation
- Manually execute an automation
- Publish template to production
- Copy an automation
- Delete an automation
- Deploying automations
- Renaming an automation
- Versioning
- Share an automation
- Tagging an automation
- View an automation's created and last edited dates
- Execution history
- Retrying multiple errors
- Retrying a single errored data row
- Retrying multiple errored data rows
- Drilling into execution history
- Searching execution history
- Data row history
- Obtain a link to a processed data row
- Searching for actions in graphical history
- Viewing item details in history
- Viewing input/output
- Halting execution
- Graphical history view
- Manual execution
- Notify when done
- Folders
- Disabling logging
- Comparing Versions
- Obtaining a step number in graphical history
App Connections
Building Automations
- Building Automations
- Autosaved automations
- Copy-paste a single item
- Your first automation
- Editor functionality
- Copy-paste field mappings
- Copying a step number
- Disabling multiple items
- Documentation notes
- Editing an item's settings
- Enable multiple items
- Finding mapped items
- Copy-paste multiple items
- Copy-paste via clipboard
- Disable an item
- Ungrouping
- Open all groups
- Keep edits for later
- Rename an item
- Edit notes about an item
- Enable an item
- Groups
- Create a group
- Moving a single item
- Moving multiple items
- Open a trigger or action assembly
- Removing a single item
- Searching
- Replace text in action names
- Replace text in action field mappings
- Removing multiple items
- Replace an item
- Search by field names
- Search by step number
- Trigger functionality
- Action settings
- Data-mapped settings
- Error handling
- Search by action name
- Search by action setting
- Search by field mappings (cloned)
- Trigger filters
- Trigger settings
- Turn off filtered data row recording
- Changing the mapped parent action
- Field mappings
- AI field mapping assistant
- Conditional branches
- Form Designer
- Array Data
- Connecting app accounts
- Form Templates
- Dynamic Lists
- Refreshing action fields
- Testing actions
- Data Transforms
- Submit Button
- Form Triggers
- Form Actions
- Embedded Forms
- Styling a Form
- URL query parameters
- Moderation Queues
- Subroutines
- Download subroutine XML
- Edit description
- Export subroutine
- Subroutine references
- Rate Limits - Building Automations
- Snoozing automations
- Creating a subroutine
- Testing a subroutine
- Stop sharing a subroutine
- Executing a subroutine
- Deleting a subroutine
- Obtain a subroutine's UUID
- Share a subroutine
- View execution history
- View a subroutine's created and last edited dates
- File
- Webhook
- Feed
- Lookup tables
- System
- Web Service
- Two-way sync
- Datafiles
- Default automation settings
- AI chatbots
- Building an AI chatbot
- Chatbot tool automations
- Conversation memory
- Chatbot goal automations
- MCP Tools
- Tips and Tricks - Executing a form automation
- External account association
- Tips and Tricks - Emit first non-empty value
- Refreshing trigger fields
- Action functionality
- Array Iterators
- Break Iterator
- Forms Overview
- Cloning Items
- Form Apps
- Tagging a subroutine
- Versions
- System Utilities
- Collector
- Date Time
- HTTP
- Human interaction
- Browser storage