# Automations
This document provides information about the Automations screen, which is used to manage and configure automation rules for Windows Addons.
Access Path
- On Segura, on the navigation bar, hover over the Product Menu and select EPM.
- In the sidebar menu, select Policies > Windows Addons > Automations.
Actions Menu
| Item | Type | Description |
|---|---|---|
| Add | Button | Directs to the Automation Register screen. |
| Actions | Dropdown menu | Displays the options Print report, Export CSV, and Schedule report. |
Search Fields
| Item | Type | Description |
|---|---|---|
| Code | Text field | Filters the automation by code. |
| Name | Text field | Filters the automation by name. |
| Type | Dropdown menu | Filters the automation by type. The options are: Web authentication and App authentication*.* Clear the field to enable the All option. |
| Application path | Text field | Filters the automation by the application path. |
| Tag | Text field | Filters the automation by the tag associated. |
| Status | Dropdown menu | Filters the automation by status. The options are: Yes or No. Clear the field to enable the All option. |
Report fields
- Code.
- Name.
- Type.
- Application path.
- Tag.
- Status.
- Creation date: displays the date the automation was created.
- Author: displays the author of the automation.
- Actions:
- Edit: open the Automation Register screen to make the necessary changes.
- Clone: option to clone an access policy with the feature of the selected register. Click Yes in the confirmation box to perform this action.
- Disable: disable the registration on the confirmation screen and click Yes to confirm the action.
Info
By default, the report displays 30 records per screen. To go to the next screen, click the forward buttons at the end of the report.
Add/Edit Automation Register
This document provides information about the Add Automation Register and Edit Automation Register screens, which share the same fields.
Path to access
- On Segura, on the navigation bar, hover over the Product Menu and select EPM.
- In the sidebar menu, select Policies > Windows Addons > Automations, and click Add.
or
- In the selected record, click the Actions button, and select Edit.
General section
This section provides information about the basic configuration of the automation item.
| Item | Type | Required | Description |
|---|---|---|---|
| Name* | Text field | Yes | Name of the automation entry. |
| Type* | Dropdown menu | Yes | Type of automation to be registered. The options are: Web authentication and App authentication*.* |
| Enabled? | Radio button | No | Defines if the item is active. The options are: Yes or No*.* |
| Application path | Text field | No | Path to access the application. |
View Tags section
This section provides information about tagging and customization options for the automation item.
| Item | Type | Required | Description |
|---|---|---|---|
| Tags | Text field | No | Tags are used to classify or identify the item. |
| Description | Text field | No | Describe the tag's purpose. |
| Script | Button | No | Displays script-related configuration. |
| Actions | Button | No | Provides available UI elements. |
| Properties | Button | No | Becomes visible after selecting a Script. Allows configuration of script fields. |