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  • See information about that automation rule, such as the Automation Criteria - the types of conditions that trigger an automation it uses and the Automation Actions it is set to perform

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  • The table shows the history of the jobs the automation has done and the contacts it performed them on.

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  • You also view other details such as which project was used to create the automation, who it was created by, and when it was created.

    • On clicking the Project’s name, you’ll be redirected to the Project Profile page.

    • On clicking the User’s name, you’ll be redirected to the User’s Profile page.

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  • There are 3 buttons on the top of the Log’s table

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    • Edit: This button lets you edit the automation.

    • Deactivate/Reactivate:

      • Deactivate:

        • If the Automation is active (still running) then the Deactivate button will be displayed.

        • This button lets you deactivate the automation.

        • The Deactivate button will be visible only if the user has permission to perform this action.

      • Reactivate:

        • If the Automation is deactivated then the Reactivate button will be displayed.

        • This button lets you reactivate the automation.

        • The Reactivate button will be visible only if the user has permission to perform this action.

    • Delete: This button allows the user to delete the automation.

Info

The user has permission to Edit/Deactivate/Reactivate an automation only if the user is a

  • Charity Admin

  • Project Manager (of the Project linked to the automation)

  • Creator of the automation

  • To go back to the Manage Automation page, click on Back to Automation in the top-left corner (the arrow pointing to, in the screenshot below).

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