Time-Based Automations Overview (window)

Name

The user-defined name for the automation. Names do not need to be unique within the system.

Job/Actions

Displays the automated tasks the system will perform. Click here for a complete list of available jobs.

Owner

The creator of the automation. Ownership cannot be transferred.

Next Execution

Indicates the next scheduled execution time. Only the nearest date is shown, even if there are multiple future executions. The schedule is set in the Schedule Time-Based Automation (window).

End Date

Shows when the automation is scheduled to stop. The schedule is configured in the ​Schedule Time-Based Automation (window).

Errors

Displays the number of errors encountered. Note that an error does not necessarily mean the job failed. The date and cause of the most recent error can be found in the Details section.

Status

Displays the current status of the automation. Available statuses include:

• Active, Scheduled: Automation is active with a future start date. It will run as per the defined schedule.

• Active, Running: Automation is currently running and has been executed at least once. The next scheduled execution is displayed.

• Inactive: Automation is not currently active and will not run.

• Inactive, Done: All scheduled executions have been completed.

• Inactive, Deactivated: Automation was manually deactivated before all scheduled executions were completed. Only repeat automations can have this status.

To deactivate an automation, click the Deactivate button. If reactivated, the automation will continue according to its schedule.

Create

Creates a new automation. Opens the ​Edit Time-based Job (window).

View

Opens an automation in view mode, where you can see the settings and schedule but cannot make changes. This action is available for all automation statuses.

Edit

Opens the Edit Time-based Job window in edit mode. Only inactive automations can be edited.

Schedule

Opens the Schedule Automation window. This action is available only for inactive automations. You cannot change the schedule of an active automation.

Copy

Creates a copy of the selected automation. The copy will have the default name "Copy of (original name)" and will inherit the same job, settings, and schedule. You can then edit the copied automation. This action is available for all statuses.

Run Once

Executes the selected automation immediately, outside its regular schedule. This is useful for testing. This action is available for all statuses.

Activate

Activates the selected automation, changing its status to Active, Scheduled, or Active, Running.

Deactivate

Stops the selected automation, changing its status to Inactive or Deactivated. A deactivated automation will not run.

Executions

Shows the total number of times the automation has run. If deactivated and reactivated, the count continues from the previous total.

Last Execution Date

Displays the date and time of the most recent execution. Only the latest execution is shown.

Next Execution Dates

Shows up to three upcoming execution dates, even if more are scheduled.

Date of Last Error

Shows the date and time of the most recent error. An empty field indicates no errors have occurred.

Cause of Last Error

Provides the error message from the system. If the field is empty, there have been no errors. Contact your customer representative for assistance if needed.

Show

Use this drop-down to filter which entries are displayed. You can choose to display active or archived entries.

Filter Functions

Filter the displayed entries based on specific criteria. You can combine multiple filters for precise results.

Remove Filter

Removes any applied filters, displaying all available entries again.

Visible Rows

Adjusts the number of entries displayed per page (10, 20, 50, or 100).

Arrows

Navigate between pages of entries using the arrows at the bottom of the page. These appear if not all entries can be displayed on one page.

Select All

Selects all visible entries on the current page.

Archive

Archives selected entries.

Delete

Deletes selected entries after confirming your choice.