---
title: AutomationEditor | Help Center
description: The automation editor is used to build and manage sophisticated automation workflows.
---

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1. [Help Center](https://help.apiant.com/)
2. [AutomationEditor](https://help.apiant.com/automationeditor)

# AutomationEditor

 The automation editor is used to build and manage sophisticated automation workflows.

- [Troubleshooting - Automation Alert Reports](https://help.apiant.com/troubleshooting-automation-alert-reports)
- [Alert Mappings](https://help.apiant.com/alert-mappings)
- [Automation Editor](https://help.apiant.com/automation-editor)

## KeyConcepts

- [Key Concepts](https://help.apiant.com/key-concepts)

## AccountManagement

- [Change password](https://help.apiant.com/change-password)
- [Close account](https://help.apiant.com/close-account)
- [Configure your timezone](https://help.apiant.com/automationeditor-configure-your-timezone)
- [Forgot password](https://help.apiant.com/automationeditor-forgot-password)
- [Linked Accounts](https://help.apiant.com/automationeditorlinked-accounts)
- [Manage account data](https://help.apiant.com/automationeditor-manage-account-data)
- [Multi-Factor Authentication](https://help.apiant.com/automationeditor-multi-factor-authentication)
- [Sign out](https://help.apiant.com/automationeditor-sign-out)
- [Switch subscription plan](https://help.apiant.com/automationeditor-switch-subscription-plan)
- [Update credit card](https://help.apiant.com/automationeditor-update-credit-card)
- [Update personal information](https://help.apiant.com/automationeditor-update-personal-information)
- [Upload a logo](https://help.apiant.com/automationeditor-upload-a-logo)
- [View subscription usage](https://help.apiant.com/automationeditor-view-subscription-usage)

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## ManagingAutomations

- [Notify when done](https://help.apiant.com/notify-when-done)
- [Manual execution](https://help.apiant.com/manual-execution)
- [Halting execution](https://help.apiant.com/halting-execution)
- [Viewing input/output](https://help.apiant.com/viewing-input/output)
- [Viewing item details in history](https://help.apiant.com/viewing-item-details-in-history)
- [Searching for actions in graphical history](https://help.apiant.com/searching-for-actions-in-graphical-history)
- [Graphical history view](https://help.apiant.com/graphical-history-view)
- [Retrying multiple errored data rows](https://help.apiant.com/retrying-multiple-errored-data-rows)
- [Retrying a single errored data row](https://help.apiant.com/retrying-a-single-errored-data-row)
- [Obtain a link to a processed data row](https://help.apiant.com/obtain-a-link-to-a-processed-data-row)
- [Data row history](https://help.apiant.com/data-row-history)
- [Searching execution history](https://help.apiant.com/searching-execution-history)
- [Retrying multiple errors](https://help.apiant.com/retrying-multiple-errors)
- [Drilling into execution history](https://help.apiant.com/drilling-into-execution-history)
- [Execution history](https://help.apiant.com/execution-history)
- [Versioning](https://help.apiant.com/versioning)
- [Tagging an automation](https://help.apiant.com/tagging-an-automation)
- [View an automation's created and last edited dates](https://help.apiant.com/view-an-automations-created-and-last-edited-dates)
- [Share an automation](https://help.apiant.com/share-an-automation)
- [Renaming an automation](https://help.apiant.com/renaming-an-automation)
- [Publish template to production](https://help.apiant.com/publish-template-to-production)
- [Publish template](https://help.apiant.com/publish-template)
- [Protect an automation](https://help.apiant.com/protect-an-automation)
- [Obtain an automation's UUID](https://help.apiant.com/obtain-an-automations-uuid)
- [Get linked template info](https://help.apiant.com/get-linked-template-info)
- [Export an automation](https://help.apiant.com/export-an-automation)
- [Edit polling schedule](https://help.apiant.com/edit-polling-schedule)
- [Edit execution windows](https://help.apiant.com/edit-execution-windows)
- [Edit automation notes](https://help.apiant.com/edit-automation-notes)
- [Downloading the automation XML definition](https://help.apiant.com/downloading-the-automation-xml-definition)
- [Determine if an automation is referenced](https://help.apiant.com/determine-if-an-automation-is-referenced)
- [Deploying automations](https://help.apiant.com/deploying-automations)
- [Delete an automation](https://help.apiant.com/delete-an-automation)
- [Copy an automation](https://help.apiant.com/copy-an-automation)
- [Turn off upon any error](https://help.apiant.com/turn-off-upon-any-error)
- [Resetting an automation](https://help.apiant.com/resetting-an-automation)
- [Manually execute an automation](https://help.apiant.com/manually-execute-an-automation)
- [Latch groups](https://help.apiant.com/latch-groups)
- [Managing stored data](https://help.apiant.com/managing-stored-data)
- [Disabling data storage](https://help.apiant.com/disabling-data-storage)
- [Dashboard](https://help.apiant.com/automationeditor-dashboard)
- [Determining when a polling automation will execute](https://help.apiant.com/automationeditor-determining-when-a-polling-automation-will-execute)
- [Filter by folder](https://help.apiant.com/automationeditor-filter-by-folder)
- [Searching the list](https://help.apiant.com/searching-the-list)
- [Sorting the list](https://help.apiant.com/automationeditor-sorting-the-list)
- [Unlinking deployed automations](https://help.apiant.com/automationeditor-unlinking-deployed-automations)
- [Concurrency](https://help.apiant.com/concurrency)
- [Alert email options](https://help.apiant.com/alert-email-options)
- [Gear Menu](https://help.apiant.com/gear-menu)
- [Importing an automation](https://help.apiant.com/importing-an-automation)
- [Group actions](https://help.apiant.com/group-actions)
- [Folders](https://help.apiant.com/automationeditor-folders)
- [Disabling logging](https://help.apiant.com/disabling-logging)
- [Comparing Versions](https://help.apiant.com/comparing-versions)
- [Obtaining a step number in graphical history](https://help.apiant.com/obtaining-a-step-number-in-graphical-history)

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## App Connections

- [Viewing shared connections](https://help.apiant.com/viewing-shared-connections)
- [Sharing connections with linked child accounts](https://help.apiant.com/sharing-connections-with-linked-child-accounts)
- [Reconnecting an account](https://help.apiant.com/reconnecting-an-account)
- [Listing automations using connection](https://help.apiant.com/listing-automations-using-connection)
- [Finding a connected app](https://help.apiant.com/finding-a-connected-app)
- [Editing connection notes](https://help.apiant.com/editing-connection-notes)
- [Disconnecting an app account](https://help.apiant.com/disconnecting-an-app-account)
- [Adding an app connection](https://help.apiant.com/adding-an-app-connection)
- [App Connections](https://help.apiant.com/app-connections)
- [Rate limits](https://help.apiant.com/rate-limits)
- [Viewing connection info](https://help.apiant.com/viewing-connection-info)

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## Building Automations

- [Tips and Tricks - Executing a form automation](https://help.apiant.com/tips-and-tricks-executing-a-form-automation)
- [Tips and Tricks - Emit first non-empty value](https://help.apiant.com/tips-and-tricks-emit-first-non-empty-value)
- [MCP Tools](https://help.apiant.com/mcp-tools)
- [External account association](https://help.apiant.com/external-account-association)
- [Conversation memory](https://help.apiant.com/conversation-memory)
- [Chatbot goal automations](https://help.apiant.com/chatbot-goal-automations)
- [Chatbot tool automations](https://help.apiant.com/chatbot-tool-automations)
- [Building an AI chatbot](https://help.apiant.com/building-an-ai-chatbot)
- [AI chatbots](https://help.apiant.com/ai-chatbots)
- [Default automation settings](https://help.apiant.com/default-automation-settings)
- [Datafiles](https://help.apiant.com/datafiles)
- [Two-way sync](https://help.apiant.com/two-way-sync)
- [Web Service](https://help.apiant.com/web-service)
- [Webhook](https://help.apiant.com/webhook)
- [System](https://help.apiant.com/system)
- [PDF](https://help.apiant.com/pdf)
- [Lookup tables](https://help.apiant.com/lookup-tables)
- [File](https://help.apiant.com/file)
- [Feed](https://help.apiant.com/feed)
- [View a subroutine's created and last edited dates](https://help.apiant.com/view-a-subroutines-created-and-last-edited-dates)
- [View execution history](https://help.apiant.com/view-execution-history)
- [Share a subroutine](https://help.apiant.com/share-a-subroutine)
- [Stop sharing a subroutine](https://help.apiant.com/stop-sharing-a-subroutine)
- [Subroutine references](https://help.apiant.com/subroutine-references)
- [Obtain a subroutine's UUID](https://help.apiant.com/obtain-a-subroutines-uuid)
- [Export subroutine](https://help.apiant.com/export-subroutine)
- [Edit description](https://help.apiant.com/edit-description)
- [Download subroutine XML](https://help.apiant.com/download-subroutine-xml)
- [Deleting a subroutine](https://help.apiant.com/deleting-a-subroutine)
- [Executing a subroutine](https://help.apiant.com/executing-a-subroutine)
- [Testing a subroutine](https://help.apiant.com/testing-a-subroutine)
- [Creating a subroutine](https://help.apiant.com/creating-a-subroutine)
- [Subroutines](https://help.apiant.com/subroutines)
- [Snoozing automations](https://help.apiant.com/snoozing-automations)
- [Rate Limits - Building Automations](https://help.apiant.com/rate-limits-building-automations)
- [Moderation Queues](https://help.apiant.com/moderation-queues)
- [URL query parameters](https://help.apiant.com/url-query-parameters)
- [Styling a Form](https://help.apiant.com/styling-a-form)
- [Embedded Forms](https://help.apiant.com/embedded-forms)
- [Connecting app accounts](https://help.apiant.com/connecting-app-accounts)
- [Dynamic Lists](https://help.apiant.com/dynamic-lists)
- [Array Data](https://help.apiant.com/array-data)
- [Form Actions](https://help.apiant.com/form-actions)
- [Form Triggers](https://help.apiant.com/form-triggers)
- [Submit Button](https://help.apiant.com/submit-button)
- [Form Templates](https://help.apiant.com/form-templates)
- [Form Designer](https://help.apiant.com/form-designer)
- [Data Transforms](https://help.apiant.com/data-transforms)
- [Testing actions](https://help.apiant.com/testing-actions)
- [Refreshing action fields](https://help.apiant.com/refreshing-action-fields)
- [Conditional branches](https://help.apiant.com/conditional-branches)
- [Changing the mapped parent action](https://help.apiant.com/changing-the-mapped-parent-action)
- [AI field mapping assistant](https://help.apiant.com/ai-field-mapping-assistant)
- [Field mappings](https://help.apiant.com/field-mappings)
- [Error handling](https://help.apiant.com/error-handling)
- [Data-mapped settings](https://help.apiant.com/data-mapped-settings)
- [Action settings](https://help.apiant.com/action-settings)
- [Turn off filtered data row recording](https://help.apiant.com/turn-off-filtered-data-row-recording)
- [Trigger settings](https://help.apiant.com/trigger-settings)
- [Trigger filters](https://help.apiant.com/trigger-filters)
- [Trigger functionality](https://help.apiant.com/trigger-functionality)
- [Search by step number](https://help.apiant.com/search-by-step-number)
- [Search by field names](https://help.apiant.com/search-by-field-names)
- [Search by field mappings (cloned)](https://help.apiant.com/search-by-field-mappings-cloned)
- [Search by action setting](https://help.apiant.com/search-by-action-setting)
- [Search by action name](https://help.apiant.com/search-by-action-name)
- [Replace text in action field mappings](https://help.apiant.com/replace-text-in-action-field-mappings)
- [Replace text in action names](https://help.apiant.com/replace-text-in-action-names)
- [Searching](https://help.apiant.com/searching)
- [Replace an item](https://help.apiant.com/replace-an-item)
- [Rename an item](https://help.apiant.com/rename-an-item)
- [Removing multiple items](https://help.apiant.com/removing-multiple-items)
- [Removing a single item](https://help.apiant.com/removing-a-single-item)
- [Open a trigger or action assembly](https://help.apiant.com/open-a-trigger-or-action-assembly)
- [Moving multiple items](https://help.apiant.com/moving-multiple-items)
- [Moving a single item](https://help.apiant.com/moving-a-single-item)
- [Keep edits for later](https://help.apiant.com/keep-edits-for-later)
- [Ungrouping](https://help.apiant.com/ungrouping)
- [Open all groups](https://help.apiant.com/open-all-groups)
- [Create a group](https://help.apiant.com/create-a-group)
- [Groups](https://help.apiant.com/groups)
- [Finding mapped items](https://help.apiant.com/finding-mapped-items)
- [Enable multiple items](https://help.apiant.com/enable-multiple-items)
- [Enable an item](https://help.apiant.com/enable-an-item)
- [Editing an item's settings](https://help.apiant.com/editing-an-items-settings)
- [Edit notes about an item](https://help.apiant.com/edit-notes-about-an-item)
- [Documentation notes](https://help.apiant.com/documentation-notes)
- [Disabling multiple items](https://help.apiant.com/disabling-multiple-items)
- [Disable an item](https://help.apiant.com/disable-an-item)
- [Copying a step number](https://help.apiant.com/copying-a-step-number)
- [Copy-paste field mappings](https://help.apiant.com/copy-paste-field-mappings)
- [Copy-paste via clipboard](https://help.apiant.com/copy-paste-via-clipboard)
- [Copy-paste multiple items](https://help.apiant.com/copy-paste-multiple-items)
- [Copy-paste a single item](https://help.apiant.com/copy-paste-a-single-item)
- [Autosaved automations](https://help.apiant.com/autosaved-automations)
- [Editor functionality](https://help.apiant.com/editor-functionality)
- [Your first automation](https://help.apiant.com/your-first-automation)
- [Building Automations](https://help.apiant.com/building-automations)
- [Refreshing trigger fields](https://help.apiant.com/refreshing-trigger-fields)
- [Action functionality](https://help.apiant.com/action-functionality)
- [Array Iterators](https://help.apiant.com/array-iterators)
- [Break Iterator](https://help.apiant.com/break-iterator)
- [Forms Overview](https://help.apiant.com/forms-overview)
- [Cloning Items](https://help.apiant.com/cloning-items)
- [Form Apps](https://help.apiant.com/form-apps)
- [Tagging a subroutine](https://help.apiant.com/tagging-a-subroutine)
- [Versions](https://help.apiant.com/versions)
- [System Utilities](https://help.apiant.com/system-utilities)
- [Collector](https://help.apiant.com/collector/building-automations)
- [Date Time](https://help.apiant.com/date-time)
- [HTTP](https://help.apiant.com/http)
- [Human interaction](https://help.apiant.com/human-interaction)
- [Browser storage](https://help.apiant.com/browser-storage)

See less ▼

- [ZoomConnect](https://help.apiant.com/zoomconnect)
- [ShopConnect](https://help.apiant.com/shopconnect)
- [AppConnect](https://help.apiant.com/appconnect#main-content)

    - [AppConnectPrebuiltConnectors](https://help.apiant.com/appconnect#appconnectprebuiltconnectors)
- [CalendarConnect](https://help.apiant.com/calendarconnect)
- [CRMConnect](https://help.apiant.com/crmconnect#main-content)

    - [Mindbody to HubSpot](https://help.apiant.com/crmconnect#mindbody-to-hubspot)
    - [Cliniko to HubSpot](https://help.apiant.com/crmconnect#cliniko-to-hubspot)
    - [Cliniko to ActiveCampaign](https://help.apiant.com/crmconnect#cliniko-to-activecampaign)
    - [DonorPerfect to HubSpot](https://help.apiant.com/crmconnect#donorperfect-to-hubspot)
    - [DonorPerfect to ActiveCampaign](https://help.apiant.com/crmconnect#donorperfect-to-activecampaign)
    - [Mindbody to ActiveCampaign](https://help.apiant.com/crmconnect#mindbody-to-activecampaign)
- [MailConnect](https://help.apiant.com/mailconnect)
- [AutomationEditor](https://help.apiant.com/automationeditor#main-content)

    - [KeyConcepts](https://help.apiant.com/automationeditor#keyconcepts)
    - [AccountManagement](https://help.apiant.com/automationeditor#accountmanagement)
    - [ManagingAutomations](https://help.apiant.com/automationeditor#managingautomations)
    - [App Connections](https://help.apiant.com/automationeditor#app-connections)
    - [Building Automations](https://help.apiant.com/automationeditor#building-automations)
- [APIANTforBuilders](https://help.apiant.com/apiantforbuilders)
- [APIANTInline](https://help.apiant.com/apiantinline)
- [WhatisAPIANT?](https://help.apiant.com/whatisapiant)
- [ContactAPIANTsupport](https://help.apiant.com/contactapiantsupport)

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