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