What can we help you with?

Managing your automations

 

If you want to learn about all of the ways you can manage your automations, you've come to the right place! Read on to learn how to edit, duplicate, template, disable, enable, describe, delete, transfer ownership... need we go on? 😉

 

Edit an automation

Once you've added Automations to your board, click on the "Board automations" tab to manage your automations. To edit your automation, click on the three dot menu and select "Edit Automation":

Frame 2 (3).png

This will open the automation builder where you can add, edit, or remove blocks to alter your automation. In the editor you can view the automation's "Run History". You can click on a run to view the details of the run, including the item that the automation was performed on and who triggered the automation:

Frame 3.png

Click on the "Details" tab to learn more about the automation. You can see who created the automation, when it was last updated, and IDs for the automation and the recipe (important for troubleshooting):

Frame 4.png

Give your automation a description

When you begin to use automations more, keeping track of what each of automation does can get confusing for you and your teammates. You can add a description to your automations in the automation builder to help your team stay informed:
Frame 9 (1).png

 

Turn an automation on/off

You can turn an automation on or off in the automation builder by toggling the switch at the top of the screen:
Frame 5 (1).png
You can also toggle the automation on or off in the "Board automations" tab in the Automation Center:
Frame 1 (3).png
You will need to toggle each automation either "On" or "Off", depending on your preference. At this time, there is no option to toggle all automations collectively. 
 

Duplicate an automation

If you open the "More actions" dropdown at the top of the automation builder, you will see the option to "Duplicate Automation":

Frame 6 (2).png

Tip: Automations can be duplicated across boards and templates as long as they are toggled on in the "Board automations" section!

 

 

Save an automation as a template

You can save your custom automation as a template and make it available for anyone in your monday.com account to use. You'll find the option under the "More actions" dropdown menu.

Choosing a name for your template will help others in your account to understand how they can use it. After your choose a name, click "Create template" to save it.

You can only make a template out of a custom automation:

Frame 8 (1).png

 

 

Delete an automation

If you want to delete your automation, you will also find this option under the "More actions" menu:

Frame 7 (2).png

 


 Transfer ownership of an automation

Note: Currently, you can only transfer ownership of automations . You can not transfer ownership of integrations.

 

If you are an admin of your account, you can transfer ownership from one person to another person with a few clicks! This is ideal if you want a teammate to take over a board. By transferring ownership, you grant them the ability to edit any automations that you (or another person) have created.

To transfer ownership, click on your profile picture > "Adminstration" > "Users" > "Automations Ownership":

Group_7__1_.png

On this page, use the dropdown menu to select the current owner and the new owner. Click "Change owner" and you're good to go.

 

Note: To successfully transfer ownership, the current owner of the automation must be an active user in the account. The transfer will not work for deleted users. 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.