Manage or delete automations in CWM

Edit, disable, or delete automations for your Boards in Collaborative Work Management based on the changing conditions of your team's workflow.

Before you begin

Create automations in CWM.

Role required: sn_cwm.cwm_user

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. From a Space, select a Board that you want to edit the automations for.
3. From the Board header, select Automations.
4. Choose to enable, disable, edit, or delete an automation.
   • To disable an active automation, switch the toggle off.
   • To enable a disabled automation, switch the toggle on.

     

   • To edit an automation:
     1. Select More actions and select Edit.
     2. Update the conditions.
     3. Select Save automation.
   • To delete an automation:
     1. Select More actions and select Delete.
     2. Confirm by selecting Delete.