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, and everything else to transform your work practices with automations.
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 its details, including the item that the automation was performed on and who triggered the automation:
In the Info tab you can see who created the automation, when it was last updated, and IDs for the automation and the template (referred to as Recipe ID):
In the Analytics tab you'll see the last 10 days of the automation's activity. You can see how many successful , failed, and in progress runs have occured. You can also see how many actions have been used by this automation:
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:
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 of the Edit automation page:
You can also toggle the automation on or off in the Board automations tab in the Automation Center:
Duplicate an automation
To duplicate an automation, click on the three dots next to the automation you want to use and click on 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 in the three dot 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 in the three dot menu:
Transfer ownership of an automation
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 or one automation on a board. By transferring ownership, you grant them the ability to edit any automations that you (or another person) have created.
To transfer ownership, you will also find this option in the three dot menu:
A window will open that asks you to select the new owner from a dropdown menu. You can type in a name to search. After you've selected the new owner, click the Transfer ownership button:
After clicking the button, the window will close and you'll see a notification at the top of the screen confirming the that the transfer was successful:
From the Administration section
If you are an admin of your account, you can transfer automation from the Administration section of your account. To transfer ownership, click on your profile picture and then on Administration.
Next, click on the Users tab on the left hand side, and finally on the Automations Ownership tab:
When deactivating users on your account, you can also transfer ownership of automations and certain integrations previously owned by that user.
To deactivate a user, click on the three-dot menu to the right-hand side of their name. From the resulting menu, select Deactivate user.
A message box will appear with the option to assign new ownership to that users automations and integrations.
Transfer ownership of an integration
To transfer ownership of an integration, follow the same instruction in the previous section about transferring ownership of an automation. However, there are a few key differences in functionality.
When transferring integrations they will automatically be disconnected until the new owner manually reconnects them. The following are integrations that can have their ownership transferred:
- All static integrations
- App integrations by monday.com, such as Jira and GitHub
- Marketplace integrations
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.
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