Skip to content
APIANT
GuidePlatform UI (Fallback)v1

Manage menu

Menu configuration options for organizing and customizing navigation elements within your APIANT application interface.

#automation

(empty document)

In this section

Comparing Versions

View changes between automation and subroutine versions using visual diff comparisons, comparing the latest version against earlier versions or any two saved versions.

Copy an automation

Duplicate an existing automation using the gear menu option, then modify the copy in the editor before saving.

Delete an automation

Permanently remove an automation from your account using the gear menu option and confirm the deletion when prompted.

Deploying automations

Copy automations to one or more accounts, with optional linking to enable batch updates and track deployment history across your system.

Determine if an automation is referenced

Find which automations reference another automation through execute automation or turn automation on/off System actions using the gear menu option.

Downloading the automation XML definition

Export an automation's XML definition through the gear menu to review field mappings and diagnose configuration issues when you have Assembly Developer permissions.

Edit automation notes

Attach custom notes to automations to store information you want to reference later, accessible through the gear menu option.

Edit execution windows

Configure time windows for each day when automations are permitted to run, such as business hours or weekends, with minimum duration requirements based on polling rate.

Edit polling schedule

Modify how frequently polling automations run by changing the polling schedule through the gear menu, either by selecting a preset interval or editing a Date Time trigger.

Export an automation

Download an automation and all its dependencies as a portable file for transferring between systems or sharing with other users.

Get linked template info

Identify which production automation templates are linked to a development template using the gear menu option to query all production systems.

Obtain an automation's UUID

Every automation in APIANT has a unique identifier called a UUID that you can copy to your clipboard from the automation's gear menu.

Protect an automation

Protecting automations prevents editing on production systems while allowing changes only on development environments, ensuring stability and control.

Publish template to production

Publish automation templates from development to production systems using gear or group menu options, selecting destination systems and tenants.

Publish template

Publishing template automations makes them available in the templates account for authorized users to organize, categorize, and share with others.

Renaming an automation

Modify automation names using the gear menu option or by clicking the automation name directly in the list view, then confirm the change.

Share an automation

Enable other system account users to access and save their own copies of your automations through a shareable URL generated from the gear menu.

Tagging an automation

Apply tags to automations through the gear menu to organize and quickly search for workflows by their associated labels.

Versioning

Track automation changes across versions with automatic recording of each save. View version history, compare versions to identify differences, and restore previous automation states as needed.

View an automation's created and last edited dates

Access timestamps showing when an automation was created and when it was last modified through the details menu option.

Related docs

Last updated May 4, 2026