Editor functionality
Learn about the extensive functionality of the automation editor, which allows you to effortlessly create sophisticated automation workflows. Discover how this tool empowers you with its wide range of features, eliminating the need for coding. Find detail
The automation editor provides extensive functionality for building sophisticated automation workflows, often without needing to write any code.
Read the subsections here to learn more about the automation editor's functionality.
In this section
Autosaved automations
Learn about the autosave functionality in an automation system that periodically saves edits and prompts users to load the autosaved version if the browser session is closed. Discover why this feature is not meant for dependence and should only be utilize
Copy-paste a single item
Learn how to copy and paste items in an automation diagram with this helpful document. Discover step-by-step instructions for copying single items and pasting them in different locations. Find out how to copy and paste multiple items at once by referring
Copy-paste field mappings
Learn how to easily configure similar actions by copying and pasting field mappings. This document provides step-by-step instructions on how to copy field mappings between actions, saving time and improving efficiency. Discover how this process can stream
Copy-paste multiple items
Learn how to efficiently copy and paste actions from automation diagrams with this comprehensive guide. Discover the straightforward steps, including right-clicking on the desired items, selecting copy options, and effortlessly pasting them elsewhere. Whe
Copy-paste via clipboard
Learn how to easily copy and paste action items between browser sessions and tabs using this document. Enhance your productivity by following simple steps such as selecting desired items, copying them to clipboard, and pasting them into another session. A
Copying a step number
Learn how to easily obtain the unique step number of an automation item for effective troubleshooting and seeking assistance. Simply right-click on the item, select "copy step number", and use it to efficiently search for the desired item.
Disable an item
Learn how to effectively disable items in an automation with this comprehensive guide. Find out how to disable a single item by simply right-clicking and selecting the disable option. Identify disabled items displayed in grey with the label "DISABLED" bel
Disabling multiple items
Learn how to disable specific actions in your automation script with this helpful document. Follow the step-by-step instructions and screenshots provided to easily select and disable specific actions.
Documentation notes
Automation diagrams can be documented with rich text notes that can contain hyperlinks and images
Edit notes about an item
Learn how to add and edit notes in an automation diagram. Follow our step-by-step guide on how to access the "Notes" option, enter new notes, and edit existing ones. Enhance your understanding of item purpose and functionality with this easy note-taking f
Editing an item's settings
Learn how to easily modify settings for an item with two convenient options – selecting "edit settings" or double-clicking on the item to quickly access and customize its settings. Enhance your item management efficiency with this helpful guide.
Enable an item
Learn how to disable and enable items in automation runs with this comprehensive document. Follow the step-by-step instructions to easily disable specific items. To enable a single item, simply right-click on it and select the enable option. Discover how
Enable multiple items
Learn how to disable specific actions in an automation with this comprehensive document. Follow the step-by-step instructions in the first section to select and enable only the initial three actions. The second section guides you through enabling those ac
Finding mapped items
Learn how to easily find all items associated with a specific trigger or action in this comprehensive document. Discover the step-by-step process, including how to use the "find items mapped to this" option, to effortlessly highlight and navigate through
Groups
Learn how using groups in automation diagrams can simplify the visual complexity and enhance user experience. This document explores the advantages of using groups to hide implementation logic and demonstrates the versatility of collapsing, expanding, and
Keep edits for later
Learn how to save unfinished edits in an automation using the "Keep for Later" button. Discover how this feature creates an autosave copy and prompts the user to load the last edited version. Find out why saving extensive edits as a new version is recomme
Moving a single item
Learn how to easily move triggers and action items in the editor with this helpful document. Discover how to move triggers left and right, and action items up and down. Ensure optimal workflow by confirming any potential insertion of action items into con
Moving multiple items
Learn how to move specific actions in a task step-by-step with this detailed document. Discover how to select and deselect items, use the plus icon, and avoid accidental removal of input field mapping. Perfect for efficient task management and avoiding po
Open a trigger or action assembly
Learn how to access and edit the assembly implementation of triggers and actions in this informative document. Find out how users with the appropriate permissions can easily navigate through the assembly editor to view and modify an item's assembly diagra
Removing a single item
Learn how to easily remove items from automation in just a few clicks. Discover the step-by-step process, including retaining or removing field mappings. Find out how this allows for easy replacement of triggers or actions. Plus, unlock the ability to rem
Removing multiple items
Learn how to efficiently remove the first three actions from your list with our simple step-by-step instructions. Easily highlight and remove unwanted items in just a few clicks, saving you time and effort.
Rename an item
Learn how to easily rename items in an automation diagram with our comprehensive guide. Discover how to rename items by clicking the text or utilizing the right-click option. Update and display the new name effortlessly with just a few quick clicks.
Replace an item
Learn how to replace triggers and actions in your automation workflow with this comprehensive document. Discover a step-by-step example of replacing CNBC triggers with CNN triggers. Additionally, understand the significance of maintaining correct output f
Searching
Learn how to use the search feature in the automation editor to easily find specific content within your automations. Discover how to access the search bar by right-clicking on the editor's background and selecting the "show search" option. Start inputtin