How to Enable or Disable an Automation

Enabling or disabling an automation allows you to have full control over when a rule is executed without needing to delete it. This ensures flexibility to adjust processes according to your team’s needs.

1st Step: Accessing the Automations Administration Module

In the lower left side menu, click “Automations” to open the full list.

2nd Step: Editing the Desired Automation

In the list, locate the automation you want to enable or disable and click on it to open the edit details.

3rd Step: Changing the Automation Status

Inside the edit screen, just below the “Description” field, locate the “Enable or Disable Automation” toggle.

• If the toggle is enabled, the automation will run normally when conditions are met.
• If disabled, the automation will remain paused until it is reactivated.

4th Step: Saving Changes

After making the changes, click “Update Automation”.

The automation will be updated and will take effect immediately.

Best Practices:

• Disable automations temporarily instead of deleting them to reuse later.
• Periodically review which automations are active to avoid overload or conflicts.
• Use clear descriptions to easily identify the purpose of each automation.

Conclusion:

You have learned how to enable or disable an automation, ensuring better control over when rules are applied. This flexibility helps keep processes organized and adaptable in octapipe. If you have any questions, contact our support team.