Manage Automation

To be able to define a schedule or retreive the execution endpoint URL for your automation, you need to access the settings page for the specific automation.

• Select Settings on the automation context menu

Within the settings screen for an automation, there are various options to consider, which are detailed below.

• Name: This is the user-friendly name to reference the automation throughout the platform.

• Description: An optional field to provide a brief description of the automation, its purpose, or any other relevent notes.

• Select Component: Allows the selection of an execution component. This component will be executed when the automation is triggered.

• Environments: Each setting under the environment tabs (Test / Prod) will be saved per environment.

• Automation Endpoint: The system-generated endpoint that can be used to trigger the automation on the selected environment tab. This can be triggered by any REST client using the POST method.

• Schedule: On/Off. When the schedule toggle is off, only the HTTP triggers will function. When Scheduling is turned on, the scheduling options will become available.

• Start Date and Time: This is the date and time the automation is scheduled to trigger. It reflects the local timezone of the user. If the schedule is repeating, it will trigger at the specified time in this field.

• Schedule Type:

  • Intervale: The Automation will trigger every X Minute / Hour / Day / months.

  • Weekly: The Automtion will trigger every selected day per week.

  • Monthly: The Automtion will trigger every selected month day.

  • Advanced: User-defined CRON expression that will trigger the Automation. (Minimum is one minute)