Creating or editing an automation (automated task)

To create a new automation (automated task), click Tools -> Automations tab make sure you are on the sub-tab the automation will be for: ArticlesFiles, or Incoming Mail. Then click Add new. See the information below about completing the form that appears.

When you create a new automation, or update an existing one, you see the same form:

Complete the form in the following manner:

Click Save to save the automation. Click Cancel to abandon your edits and close the form.

An active automation will run daily. Make sure that, when the automation finds an article or file that meets its conditions, one of the actions invalidates for that item one of the conditions of the automation.

Article ID: 409
Last updated: 28 Jul, 2019
Revision: 6
User Manual v8.0 -> Tools -> Automations -> Creating or editing an automation (automated task)