Edit Automation Details

Edit Automation Details

Overview

This article provides the steps and information on editing the automation details. On the edit screen, you can view and update the details of an existing automation. You can modify information in any available field, including the automation name, category, status, and description. Additionally, a Save button is provided to apply and store your changes.

Edit Automation Details

  1. Navigate to Design > Automation Designer > Menu > Edit.
  2. Click on the Details band.

  1. You can modify the automation's basic details on this screen.
  2. The screen will appear with the existing automation details. You can modify any information in any of the fields:
    1. Name: Displays the current automation name, which can be edited.
    2. Category: A drop-down is provided to select the automation category. You can modify the automation's existing category using the drop-down.
    3. Status: The drop-down menu allows you to modify the automation status. The following options are provided in the drop-down menu.
      1. In review
      2. Released
    4. Description: This is a text field where you can modify the automation description. A short description will appear here. You can write a description of up to 500 characters, and letters, digits, and special characters are supported in this field.
  3. Save: A Save button that enables you to save the changes.
  4. To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.
When you click the Save button, a success message, "Automation Details Saved Successfully," will appear at the bottom of the screen.


    • Related Articles

    • Edit Automation Flow

      Overview The flow editor feature in OneEnterprise enables users to visually modify and refine automation workflows through an intuitive interface. This functionality permits direct interaction with the structure of an automation, allowing review of ...

    • Automation Dashboard

      Overview Automation is crucial in executing complex, multi-step workflows with minimal reliance on human intervention. Its primary objectives encompass the simplification of processes, the enhancement of operational efficiency, and the mitigation of ...

    • 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 ...

    • Edit Component Flow

      Overview The flow editor feature in OneEnterprise enables you to visually modify and refine component flow through an intuitive interface. This functionality permits direct interaction with the flow structure of the component. The flow editor offers ...

    • Edit Component Details

      Overview This article provides the steps and information on editing the component details. On the edit screen, you can view and update the details of an existing component. You can modify information in any available field, including the component ...