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Automations - Menu

Automations - Menu

Last Updated: April 13 2023

Applies to: Only registered users with roles: owner, admin, manager 

 

The Automation is a very powerful tool!

In the automations menu the users can do the following:

  1. Create automation - Automate all scheduling based in Doinn 5 elements formula (where, when, what, who, how)
  2. Edit, Deactivate, Delete My automations

2. My Automations: Edit, Deactivate, Delete

 

In the Automations tab we see all the automations that we have created and associated to our properties. There are some actions that we can do by clicking on the 3 dots. Let's see them:

 

  • Edit

Select Edit to do the changes needed. This command will take you to the automations specs allowing you to actions such as:

    • Change the name of the automations



    • Change/add a checklist (see article about the checklists here)



    • Add or remove properties to the automations



    • Update the needed services and quantities



  • Deactivate

In case you want to deactivate an automations, a popup will shown asking you what to do.
You can deactivate the automation but keep all the future services already created or you can delete them all.

An inactive automation is displayed like this:

You can always activate again an automation. Click on the 3 dots and select activate


  • Delete

In case you want to delete an automations, a popup will shown asking you what to do.
You can delete the automation but keep all the future services already created or you can delete them all.


Screenshot 2023-04-13 alle 11.31.05

Once an automations is deleted, it will be no longer visible in your automation tab and cannot be restored.