Administrators with permission have the ability to edit and manage all available Automations within the Builder. Managing an Automation's status allows admins to control when an Automation is Active and running in your organization, or Inactive and dormant within their Via TRM account. The functionality allows admins to prepare automations in advance and make them Active at the right time. Conversely, it allows admins to deactivate an automation when it no longer meets the office's operational needs.
Editing an Automation is allowed in any status. Once the edits are saved and the Automation is live, it will reflect those changes going forward. Automations completed before the saved changes will remain as a historical record and will reflect how they ran in the past.
Deleting an Automation will permanently delete the automation and all history log data associated with it. Once an Automation is deleted, all data is irretrievable.
Admins get to decide when to put their Via robots to work! Automations have the following statuses:
- Active
- An Automation with an Active status is LIVE. Once the Triggers and Conditions are met, Via will perform the pre-set Action. Active Plan Automations can be edited, but they cannot be deleted.
- Inactive
- An Automation with an Inactive status will not run within a Via TRM account. Inactive Automations can continue to be edited and can be deleted.
To change the status of an Automation...
- Click Builder
- Click Automations
- Select the Plan Automation you'd like to manage the status of and click the name of the Plan Automation
- Toggle the status from Inactive to Active
- Click Save
