Activating, pausing and deleting an automation

A new automation starts as a Draft and only begins working after you click Activate. The Pause button stops it without deleting it; only draft or paused automations can be deleted.

Draft: a new automation is created in this state. You can edit it, save it and try it with Test Run – nothing actually happens yet.

Activation: the Activate button is available in the editor and on the automation's detail page. Before activating, the system checks that:

• there is a Trigger with an event selected,
• there is at least one Action,
• every Condition has both a Yes and a No branch,
• the process has no loops or unconnected blocks.

If something is missing you get an error message and the automation stays a draft. After a successful activation the status becomes Active, and the process runs for every matching event.

Changing an active automation: the Edit button works on active automations too; saved changes apply from the next run. The Version number goes up with every save.

Pause: after Pause, no new runs start, but the settings and the execution history are kept. You can restart it at any time with Activate. Events that happened while it was paused are not processed afterwards.

Delete: the Delete button is available on the detail page for draft and paused automations – pause an active automation first.