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You can see the Alert Triggers Automations that are active across your organisation

  • Each Alert Trigger is specific to a single project

Steps

and manage them on this page.

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You can use the top buttons for the following action:

It contains information related to the automations such as:

  • Every automation operates within a single project

  • This page displays:

    • Project each automation runs in

    • The criteria that triggers this automation

    • A tick to indicate the actions that the automation does

    • Buttons that let you:

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      • Logs: View the Logs - displaying the results from each time the automation has run

      • Edit: Edit the Automation

      • Delete: Delete the automation

      • Deactivate: Deactivate an Automation

      • Save as Template: To save that automation as a template to be used again.

Steps

Info

Requirements:

  • Your organisation needs to have at least one automation in order for the Automations App to appear.

  • If you do not see Automations listed among your My Apps, select Create → Automation to create an automation first

  • Then reload the page and navigate to the Manage Automations page. Create an Automation

  1. Select My Apps in the top menu

  2. Select

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  1. Automations.

  2. You arrive on the Manage Automations page (previously called the Manage Alert Triggers page)

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  1. Click Edit to change the

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  1. settings of an Automation

  2. Click Deactivate to stop an

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  1. Automation from scanning and alerting users of contacts that match its criteria

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