Manage Automations
On the Created Automations tab, we can view and manage all available Automations and their status, but the first one is not 'In Progress'.
That's because the first Automation is active but has not begun yet, it is scheduled to start at a later date.
An Automation's Options, from the Created Automations page, are Run and Delete.
Clicking "Run" will start the automation right away, along with following its scheduled run date and time.
On an Automation's page, we have a few Options:
Run Automation - this runs the Automation immediately.
Set Inactive - the Automation is paused until is set active again from the Automation's page.
Change name - change an Automation's name.
Delete Automation.
We are on the Automation's tab, able to edit the Automation Stage Boxes.
After deactivating an Automation, the button is now changed to 'Set Active' (marked with an arrow below).
Automation's History
Back on the Created Automations page, we'll enter another active Automation, to view its History.
Now, we'll click on the History tab (marked with an arrow below).
Now we view the Automation's past and current runs sorted by date.
In the image below we can see that the Automation has been run only one time.
The Clock icon means it is still in progress.
We'll click on the down-arrow (marked with an arrow below) to see the Automation's progress.
As we can see, the Review Stage is complete, and the Sign Stage is still in wait.
By clicking on the down-arrow next to each stage, we can view the progress made by each assigned members.
Marked with an arrow below, we can see which member completed the Review Stage, by its Email address and date.
On the Sign Stage, we see that the pipeline process is currently waiting for the Signer to sign the Document.
When completed, the Document will be uploaded as an Evidence.
To return to the Automations Guide hub, click here.
To return to the main guide hub, click here.
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