---
title: "Reference for automations"
slug: "epm-windows-automations"
updated: 2026-03-04T12:03:51Z
published: 2026-03-04T14:36:49Z
canonical: "docs.senhasegura.io/epm-windows-automations"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.senhasegura.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reference for automations

# Automations

This document provides information about the **Automations** screen, which is used to manage and configure automation rules for Windows Addons.

## Access Path

1. On Segura, on the navigation bar, hover over the **Product Menu** and select **EPM**.
2. 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

1. On Segura, on the navigation bar, hover over the **Product Menu** and select **EPM**.
2. In the sidebar menu, select **Policies > Windows Addons > Automations,** and click **Add**.

or

1. 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. |