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":
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:
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):
Give your automation a description
Turn an automation on/off
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":
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:
Delete an automation
If you want to delete your automation, you will also find this option under the "More actions" menu:
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":
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.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.