Edit a preset automation flow
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This article is relevant to Legacy automation in service spaces created before August 30, 2021. If you don’t see Legacy automation in your service space, check out these Automation articles.
To edit a preset automation flow:
From your service space, select Space settings, then Automation, then Legacy automation.
Click on the name of the flow under Flows in this project. The flow configuration screen will appear.
Edit the fields for When this happens..., If these match..., and Then do this... to change your flow's trigger, conditions or resulting actions. Use Tips for customizing this flow for suggestions on what to enter in these fields. You can edit the flow name and description as well.
If you change the flow, be sure to click Save to confirm your edits.
This page applies to company-managed spaces only.
Read about the difference between company-managed and team-managed spaces.
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