Begin Editing Automation

Begin Editing Automation

Overview

The Edit mode allows you to modify your existing automation details. This section outlines the steps necessary to amend these details. You are permitted to alter the fundamental aspects of the automation, including the automation flow and other supplementary information, using the edit option.
Navigation: Design > Automation Designer > Menu > Edit

Step 1 - Start Editing Mode

  1. Go to the menu options provided on the Automation card.
  2. Click the Pencil icon to enter edit mode.

Step 2 - Edit Automation

  1. A list of sections will appear on the Edit automation screen, and you can choose any sections to modify. 
  2. The following sections are listed on the screen:
    1. Details
    2. Flow
  3. Each section is represented by its band. Click anywhere on the band to modify a particular section. Upon clicking the band, you will be directed to a further level.

Step 2.1 - Edit Automation Details

  1. Refer to the xxxxx article for steps and more details.

Step 2.2 - Edit Automation Flow

  1. Refer to the xxxxx article for steps and more details.

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