Question | Answer |
Can I create my own automation templates? | No, you cannot create your own templates. However, you can edit the pre-built templates to suit your specific needs when creating an automation. |
How long does it take for my automation to run if I choose to run it immediately? | When you first create an automation and click Now, it runs immediately. |
Can super administrators create automations that run across all organisations? | Yes, super administrators can create automations that run across all organisations by selecting All Organisations when creating an automation.
📌 Note: These automations only appear in the All Organisations list and won't be visible in individual organisation automation lists. |
What defines a new starter in the system? | A new starter is defined as a user whose creation date is today. This is based on when the user account was created in the system, not their employment start date. |
Can I delete automations I've created? | Yes, you can delete an automation. However, deleting an automation will not undo any actions it has already performed.
You can toggle automations on or off if you want to pause them temporarily without deletion. |
Can I lock automations to prevent others from editing them? | Yes, you can lock automations to prevent others from editing them. However, all administrators with the appropriate permissions can still toggle locked automations on or off. This ensures they can be paused if required. |
Can I track changes made to automations? | Last Edited By tracks various changes made to an automation, not just updates made via the edit function. Actions such as renaming the automation, turning it on or off, or locking it also count as edits.
The system records who and when performed an action and displays this information in Last Edited By so you can see who made the most recent change. |
Where do automation rules and emails come from? | Automation rules and emails come from Template Hub. What you see in Template Hub determines what you can select when creating an automation.
For email templates, only the subject line and body content are used in the automation. The recurrence settings and rules from the original template are not applied. |
Do automations capture users from other organisations?
| No, automations only capture users within the selected organisation, even if the rule or person category group includes users from other organisations. |
What happens to emails and rules when I turn off or delete an automation?
| When you add emails or rules to content through an automation, they appear in the content's Emails and Rules tabs. If you turn off or delete the automation, these emails and rules are automatically removed from the content. However, users who were added to the content through the automation remain assigned and must be removed manually if required. |