Automations
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      2. Automations

      Where do I find my Automations?

      To access your Automations:

      • Click on your Profile Icon or initials in the top right corner
      • Select Settings from the drop-down menu
      • Within the Settings menu on the left, open the Automation tab

      From here, you'll see an overview of your Automation Rules:

      Automations - Automation Panel

      1. The Name of your Automation and its Triggering Record
      2. Check the box in this column to indicate the Automation is Active. Uncheck the box to Deactivate it.
      3. The Conditions that your Automation obeys
      4. Actions are what the Automation is being told to do

      If you already have Automation Rules set up, you can duplicate one by clicking on the 3 dots to the right of the Rule title and selecting "Duplicate" from the menu.

      Automations - Duplicate

      To add a new Rule, click on the blue +Add rule button located at the top right.

      Automations - Add Rule Button

       

      Note: when duplicating a Rule, you'll have the opportunity to make changes as needed before saving it; however, the type of Automation will remain the same.
      For example, a Time-Based type cannot be changed to an Event-Based and vice versa.