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You can see the Automations that are active across your organisation

  • Each Automation is specific to a single project

  • This page displays:

    • Project each automation runs in

    • Summary of the criteria the automation looks for

    • Actions the automation does

    • Buttons that let you

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

      • Edit the Automation

      • Delete the automation

If you do not see Automations listed among your My Apps, create an automation first and then reload the page.

Create an Automation

Steps

  1. Select My Apps in the top menu

  2. Select Automations.

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

  4. Click Edit to change the settings of an Automation

  5. Click Deactivate to stop an Automation from scanning and alerting users of contacts that match its criteria

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